Financial Analyst

The job overview for this role is that FourKites is seeking a Financial Analyst to join their growing FP&A team. The Financial Analyst will be responsible for assisting in financial planning and forecasting, preparing financial reporting packages, analyzing budget vs actual figures, and performing ad-hoc financial and operational analysis. The ideal candidate should be detail-oriented, have strong analytical skills, and be able to work effectively in a team environment. Preferred qualifications include experience in investment banking, corporate finance, or management consulting, as well as familiarity with financial analysis and planning software applications.

• Assist in preparation of Financial Reporting package for internal and external stakeholders, highlighting key business issues, trends, and variance analyses against budget
• Assist in preparation of accurate expense and cash forecasts based on historical financial performance, provide recommendations on areas to focus on
• Lead preparation and analyses of budget vs actual figures from the consolidated financial statements, by region and by department, summarizing in concise reports and presenting to business unit leaders
• Lead Annual Recurring Revenue reporting and customer retention analysis
• Perform ad-hoc financial and operational analysis including costs by product or location, COGS analysis, historical revenue trends, etc.
• Support preparation of the Annual Operating Plan across P&L, Balance Sheet and Cash Flow Statements
• Support FP&A system implementation to improve efficiencies and visibility across organization
• Identify potential efficiencies in day-to-day work and implement automation tools/techniques to streamline recurring tasks
• Ability to leverage internal resources and cross-functional tools to ensure access to accurate data

• Familiarity with working in a fast-paced environment
• Detail-oriented and self-motivated
• Assist in preparation of Financial Reporting package for internal and external stakeholders
• Assist in preparation of accurate expense and cash forecasts
• Lead preparation and analyses of budget vs actual figures
• Lead Annual Recurring Revenue reporting and customer retention analysis
• Perform ad-hoc financial and operational analysis
• Support preparation of the Annual Operating Plan
• Support FP&A system implementation
• Identify potential efficiencies in day-to-day work and implement automation tools/techniques
• Ability to leverage internal resources and cross-functional tools to ensure access to accurate data
• Extremely detail-oriented with strong analytical skills
• Excellent problem-solving skills
• Ability to work closely and effectively in a team environment
• Strong interpersonal and consultative communication skills
• Strong organizational skills with ability to manage competing priorities and deadline pressures effectively
• Familiarity with business and financial modeling in P&L, Balance Sheet and Cash Flow
• High technical acumen with a comfortability learning new enterprise software systems
• BS degree in Business / Finance / Accounting / Economics preferred
• 1-3 years of experience in Investment Banking/Trading, Corporate Finance & Accounting, Management Consulting or High-growth start ups preferred
• Experience in agile & fast-paced environment, SaaS industry experience a plus
• Advanced Excel / PowerPoint skills
• Familiarity with financial analysis and planning software applications (Intacct, NetSuite, Adaptive Insights) preferred
• SQL / Python / VBA & general systems integration experience a plus

• Competitive compensation with stock options
• Medical, Dental & Vision benefits starting on the first day of employment
• 20 PTO days, 10 Sick days, 5 recharge days, 2 volunteer days
• 401k with company match
• Annual Wellness Stipend
• Ongoing learning & development opportunities