Financial Planning and Analysis Lead

Agility's commercially deployed humanoids operate alongside teams in warehouses, manufacturing facilities, and distribution centers—tackling physically demanding and repetitive tasks while enabling workers to focus on higher-value work. With industry-leading safety standards and years of proven deployment data, we’re pioneering a new era of automation that enhances human potential.

We are building a scalable, sustainable business and are looking to grow our finance team as a critical component of the fuel that will support Agility’s success. We’re looking for a qualified Financial Planning and Analysis Lead that can provide overall financial support and guidance while working closely with department leads to help formulate and refine the strategy and financial projections for the business.

This role will report directly to the Sr. Director of Finance & Accounting.

The Financial Planning and Analysis Lead will develop insightful analyses that support timely and effective decision making throughout the organization. You will work closely with senior management and department leads to help develop a long‑term business plan as well as a detailed annual budget, and then refine the strategy and financial projections on a quarterly basis.

• Collaborate with business leaders to build annual bottom‑up departmental and organizational budgets; provide training and guidance as needed.
• Develop comprehensive reporting of assumptions, financial statements, and operational metrics derived from the budget process for internal and external stakeholders.
• Prepare monthly actual‑to‑budget variances and examine with departmental leaders to determine whether operational changes are required.
• Lead headcount modeling and track the financial impact of headcount changes.
• Generate cash forecasts with visibility into future liquidity needs.
• Lead quarterly re‑forecasting and provide analysis of actual and forecasted variances from the original budget.
• Drive Digital Finance transformation by identifying areas for technology adoption and streamlining.
• Perform ad‑hoc analysis to assist management decision making.

• Engage with management to identify and track KPIs and bridge analysis to financial performance.
• Deliver innovative tools to gather data and construct formats for leadership review and discussion.
• Employ data analysis techniques to identify risks and suggest mitigating strategies.
• Drive business case preparation and financial return modeling for investment of enterprise resources.
• Simplify, standardize, and automate analyses for real‑time consumption across a broad audience.

• Partner with the People Operations team to reconcile confidential headcount information monthly and reflect changes in financial results.
• Support the Accounting team in designing, documenting, and maintaining internal control processes.
• Assist in preparing financial reports for external parties of interest.
• Assist in preparing for year‑end audits.
• Perform other duties and special projects as assigned.

• Bachelor’s or Master’s Degree in Finance, Accounting, or Business Management and 5+ years of related financial or business analysis experience.
• Excellent analysis skills and experience with executive presentations.
• Thorough knowledge of Microsoft Office and Google Suite, including expertise in Excel & Google Sheets.
• Strong business acumen and exceptional analytical skills to recognize emerging trends in financial data.
• Ability to translate and communicate complex financial information to a broad and diverse audience.
• Demonstrable experience in leadership, multitasking, and time management.
• Excellent interpersonal and communication skills, with the ability to build relationships with internal and external stakeholders.

Hybrid position based out of our Salem, Pittsburgh, or Fremont offices.

$111,000 – $173,000 USD

• 401(k) Plan: Includes a 6% company match.
• Equity: Company stock options.
• Insurance Coverage: 100% company‑paid medical, dental, vision, and short/long‑term disability insurance for employees.
• Benefit
  
  Start Date:
  
  Eligible for benefits…