Finance Associate (FPA)

We are seeking an R& D Finance Associate to own key aspects of our financial reporting, monthly and quarterly processes, and support critical planning activities within our R& D Finance and Strategy team. In this role, you'll contribute to the foundation of our finance operations as we advance as a public company, with a focus on enhancing efficiency through process improvements and automation. You'll work closely with our R& D and Corporate Finance team and collaborate across functions to deliver essential insights and drive strategic initiatives for our senior R& D leaders.

Responsibilities:

• Support Toast's monthly and quarterly financial close processes for the R& D function, including reporting and analysis of budget vs. actual results, forecast updates, and preparation of standard financial packages that provide actionable insights for R& D leadership.
• Own headcount tracking, reporting, and reconciliation activities for R& D, conducting trend analysis, and collaborating closely with finance, R& D leadership, and talent acquisition to align resource planning with strategic priorities.
• Oversee the financial management for the R& D vendor portfolio, including PO and invoice reconciliation, variance analysis, and trend reporting to ensure alignment with budget and financial goals.
• Leverage Toast's financial systems, tools, and datasets to build and maintain standard reports and analyses, identifying opportunities to improve insight depth and forecast accuracy, specifically tailored to R& D's unique needs and objectives.
• Assess and refine existing financial processes for R& D, implementing automation and standardization initiatives to reduce manual workload and create efficiencies across the finance team.
• Partner closely with cross-functional teams to research, analyze, and advise on financial processes and reporting that directly support R& D's innovation, operational, and financial goals.

Requirements:

• 4+ years of work experience in FP& A, investment banking, consulting, private equity, business operations, or accounting.
• Strong analytical skills, including financial modeling, data/trend analysis, and manipulation of large datasets, with proven ability to summarize complex data into key takeaways.
• Highly proficient in advanced Excel/Google Sheets and PowerPoint/Google Slides.
• Experience working with financial systems, such as Workday, Adaptive, Greenhouse, NetSuite, or other similar products.
• Positive attitude with high aptitude to learn new things quickly. Team player eager to further develop and grow with us.
• Demonstrates intellectual curiosity, problem-solving skills, and hunger to continually up-level current approaches and processes.
• Strong ability to work in a collaborative, diverse, inclusive, and open-minded office environment with a desire to contribute to a thriving culture.