Financial Planning & Analysis Associate, Rokt
$157-170k
OTE
$140-153k
BASE
+ Employee equity plan grant
4 days a week in office
eCommerce technology & software solutions
Be an early applicant
eCommerce technology & software solutions
501-1000 employees
Be an early applicant
$157-170k
OTE
$140-153k
BASE
+ Employee equity plan grant
4 days a week in office
501-1000 employees
Company mission
To make eCommerce smarter, faster, and better.
Role
Who you are
- 4+ years of relevant experience, including completion of an investment banking analyst program and at least 1-2 years in a strategic finance or FP&A role at a high-growth technology company (pre-IPO or IPO experience is a plus)
- Experience with technology, internet, or software industries preferred
- Strong analytical and modeling skills; expert in Excel/Google Sheets, comfortable with large datasets, and excited about AI-first financial tooling
- Demonstrated executive presence; able to distill insights and communicate clearly to senior stakeholders
- Experience working autonomously in fast-paced environments, with strong ownership and attention to detail
- High hunger and curiosity; a generalist mindset and enthusiasm for cross-functional collaboration
What the job involves
- We are looking for a high-performing FP&A Associate to help drive budgeting, forecasting, long-range planning, and strategic analysis. This role will require exceptional analytical capabilities, executive-ready communication, and an AI-first approach to financial problem-solving.
- You will be a key contributor to Rokt’s growth story and an effective business partner to leadership —enabling data-driven decisions and operating leverage through strategic insight and automation
- Support Core Planning Workstreams: Own and contribute to budgeting, quarterly forecasts, and long-range planning cycles. Analyze trends and surface data-driven insights that inform business and resource allocation decisions
- IPO & Maturity Readiness: Partner across functions to prepare for a public-company environment—enhancing forecasting accuracy, and contributing to investor narratives and materials
- AI-Driven Modeling: Use AI-enhanced modeling tools and techniques (e.g., AI-assisted forecasting, automation platforms like Pigment, Cursor or Python/Excel APIs) to streamline workflows and improve forecast granularity
- Business Performance Analytics: Design dashboards, recurring reports, and deep dives that drive visibility into drivers of revenue, margin, and cash flow
- Collaborate Cross-Functionally: Work closely with leaders in Finance, GTM, Product, and People to support planning and performance tracking across teams
Our take
eCommerce marketing company Rokt is helping brands leverage the power of good timing. With Rokt, brands can present their customers with AI-curated offers and messages at every stage in their transaction, at tailored times of the day, or to market themselves at the point of transaction on other major eCommerce sites.
The idea is that “transaction moments” are when shoppers are most inclined to engage further with the brand or its products - the success of Rokt’s clients, and the runaway success of Rokt itself, show that it's successfully cracked it.
Rokt has a strong client base that includes giants like Groupon, GoDaddy, and Disney, and after hitting Unicorn status, it is eyeing up a US IPO. This should come as no surprise - the surge in eCommerce trade over recent years has led to most companies investing in tools to stay competitive.
Rokt has expanded its tool suite since it first started up, and will be focused on continuing to innovate to keep ahead of the MarTech pack, and abreast of changing demand in the rapidly shifting market. The eCommerce marketing tech sector has ballooned to a $120B global operation - Rokt is positioned comfortably to keep ahead.
Freddie
Company Specialist at Welcome to the Jungle
Insights
28% employee growth in 12 months
Company
Funding (last 2 of 5 rounds)
Dec 2021
$325m
SERIES E
Oct 2020
$80m
SERIES D
Total funding: $488.2m
Company benefits
- Interest groups, sports clubs, and social events
- Global training events & online training courses
- Stock options
- Global all-staff events in amazing locations (Phuket, Thailand in January 2020)
- Generous relocation packages
- Generous time off
- Parental leave
- Mental health and wellness days
- Paid Sabbatical for employees who have been with us 3 years or more
- £55 per month social/wellness allowance, 6 sessions with a licensed therapist, 6 coaching sessions and other mental health perks
- Gym membership
- Premium health insurance
- £25 per month telephone allowance
Company HQ
Hudson Square, New York, NY
Leadership
Bruce Buchanan
(CEO)Previously a Principal at Boston Consulting Group, before serving as Chief Commercial Officer, then Group Chief Executive Officer at Jetstar Airways.
Justin Viles
(Advisor)Previously worked on strategic partnerships in the APAC region for Google, before moving on to co-found and serve as CEO at Rocklive.
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