About Luma Financial Technologies

Founded in 2018, Luma Financial Technologies (“Luma”) has pioneered a cutting-edge fintech software platform that has been adopted by broker/dealer firms, RIA offices, and private banks around the world. By using Luma, institutional and retail investors have a fully customizable, independent, buy-side technology platform that helps financial teams more efficiently learn about, research, purchase, and manage alternative investments as well as annuities. Luma gives these users the ability to oversee the full, end-to-end process lifecycle by offering a suite of solutions. These include education resources and training materials; creation and pricing of custom structured products; electronic order entry; and post-trade management. By prioritizing transparency and ease of use, Luma is a multi-issuer, multi-wholesaler, and multi-product option that advisors can utilize to best meet their clients’ specific portfolio needs. Headquartered in Cincinnati, OH, Luma also has offices in New York, NY, Miami, FL, Zurich, Switzerland and Lisbon, Portugal. For more information, please visit Luma’s website

About the role

We are seeking a highly analytical and strategic FP&A Analyst/Associate to support our financial planning, forecasting, business metrics tracking and decision-making processes. This role will work closely with cross-functional teams across the organization, including finance, sales and engineering, providing key insights to drive growth and operational efficiency. The ideal candidate should have a strong background in financial modeling, data analysis, and business intelligence within the financial services and fintech industry.

What you'll do

• Lead financial forecasting, budgeting, and variance analysis to support strategic decision-making.
• Develop and maintain financial models to analyze company performance, unit economics, and key business drivers.
• Partner with business leaders to provide financial insights, identify opportunities for growth, and improve efficiency.
• Monitor key financial and operational metrics (KPIs), identifying trends and potential risks.
• Prepare monthly, quarterly, and annual financial reports and dashboards for senior leadership and investors.
• Support scenario planning, market analysis, and competitive benchmarking.
• Assist in capital allocation decisions, pricing strategies, and cost optimization initiatives.
• Collaborate with accounting teams to ensure accurate financial reporting and compliance with regulatory requirements.

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, or a related field (MBA or CFA a plus).
• 3-6 years of experience in FP&A, investment banking, consulting, or a related financial role, preferably in a fintech or technology-driven company.
• Strong proficiency in financial modeling, Excel, and data visualization tools (e.g., Tableau, Power BI, Metabase).
• Experience with financial planning software is a plus.
• Strong analytical, problem-solving, and communication skills.
• Ability to work independently and thrive in a fast-paced, dynamic environment.
• A passion for fintech and a deep understanding of financial services and technology trends.