Finance Analyst

Penguin AiPalo Alto, CA

About The Position

You’ll own core accounting and FP&A operations that keep Penguin financially healthy and investor‑ready. This is a hands‑on role: run the month‑end close with our external accountants, maintain the financial model, manage cash flow and vendor/customer ops, support payroll and benefits reconciliation, prepare board materials, and help with fundraising diligence. You’ll be a trusted partner to leadership and play a central role in enabling rapid, disciplined growth.

Requirements

  • 2-4 years of relevant experience in accounting, FP&A, or finance operations at startups or growth‑stage companies (experience with external accounting partners preferred)
  • Strong month‑end close experience: reconciliations, accrual accounting, journal entries, and working with external accountants
  • Hands‑on financial modelling and forecasting skills; comfortable building and maintaining dynamic models
  • Practical cash‑management experience and familiarity producing burn/runway reports
  • Experience managing AP/AR and corporate card/expense platforms (Ramp, Brex, or similar)
  • Familiarity with payroll/PEO processes and basic tax filing coordination
  • Proficiency in Excel (advanced modelling), Google Sheets, and modern finance tools/ATS; comfort learning new systems (NetSuite, QuickBooks, Carta, etc.)
  • Strong communication skills: able to prepare clear dashboards, board‑grade materials, and explain financial drivers to non‑finance leaders
  • Detail orientation, ownership mindset, and ability to operate in a fast‑moving startup environment

Nice To Haves

  • You've not just survived but thrived in the beautiful chaos of a high-growth startup
  • Experience at an early‑stage SaaS or healthcare tech company
  • Prior involvement in fundraising and investor diligence
  • Hands‑on experience with NetSuite or comparable ERP
  • Familiarity with GAAP accounting practices and startup equity mechanics.

Responsibilities

  • Own the monthly close process with external accountants: reconciliations, accruals, journal entries, and review of books for accuracy and completeness
  • Maintain and update the company financial model and rolling forecasts; track actuals vs. budget and proactively flag variances and drivers
  • Track cash flow and runway; produce weekly or monthly burn and cash position reports for leadership and recommend actions
  • Manage accounts payable and receivable: vendor invoice processing, payments, and customer collections
  • Administer expense management and corporate card programs (Ramp, Brex, or equivalent); enforce policy and review transactions
  • Support payroll processing and benefits reconciliation in coordination with HR/PEO and ensure payroll accuracy
  • Prepare monthly and quarterly board reporting materials, including KPI dashboards, financial summaries, and narrative explanations of trends
  • Help build and maintain the annual budget and rolling forecasts; partner with functional leads to translate operational plans into numbers
  • Assist with fundraising and diligence: prepare financial reporting, build exhibits, and respond to investor questions
  • Coordinate state and local tax filings; serve as internal point of contact for external tax advisors and ensure timely compliance

Benefits

  • Competitive salary
  • Medical, vision, and dental coverage
  • Generous vacation policy and company holidays
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