Financial Planning & Analysis Associate

Financial Planning & Analysis Associate — Rokt (New York, NY)

Salary: $140K–$153K base, total comp $157K–$170K including equity

Type: Full-time, On-site (4 days/week in office)

About Rokt

Rokt is a hyper-growth ecommerce company, powering billions of transactions globally with AI-driven ecommerce platforms. They help businesses increase revenue through real-time relevance and data-driven insights.

Role Overview

You will be a high-impact FP&A Associate supporting budgeting, forecasting, long-range planning, and strategic analysis. This role demands strong analytical skills, executive communication, and leveraging AI-first financial tools to drive business decisions. You'll partner with leadership across Finance, GTM, Product, and People teams to enable data-driven insights and operational efficiency.

Key Responsibilities

• Core Planning: Lead budgeting, quarterly forecasts, and long-range plans. Analyze trends and deliver insights to inform resource allocation.
• IPO & Public Company Readiness: Collaborate cross-functionally to improve forecasting accuracy and support investor communications for IPO preparations.
• AI-Driven Modeling: Utilize AI-powered tools (Pigment, Cursor, Python/Excel APIs) to automate and enhance forecasting and financial workflows.
• Performance Analytics: Create dashboards, recurring reports, and detailed analyses that track revenue, margin, and cash flow drivers.
• Cross-Functional Collaboration: Work closely with Finance, GTM, Product, and People leaders on planning and performance initiatives.

Candidate Profile

• 4+ years relevant experience, including investment banking analyst training and 1-2 years in strategic finance or FP&A at a high-growth tech company (experience in pre-IPO/IPO environment is a plus)
• Strong analytical and modeling skills, expert in Excel/Google Sheets, comfortable handling large datasets
• Executive presence with clear communication of insights to senior leaders
• Autonomous, detail-oriented, with strong ownership in a fast-paced environment
• Curious, generalist mindset eager to collaborate across teams

Benefits & Culture

• Equity ownership for all employees
• Catered lunch daily, healthy snacks, gym membership included
• 4% dollar-for-dollar 401(k) match, fully funded premium health insurance
• Dog-friendly office
• Extra leave options including sabbaticals
• Global offices (New York, Seattle, Sydney, Tokyo, London)
• Inclusive, diverse culture emphasizing transparency, humility, and innovation
• Hybrid work model with 4 days in offic