Financial Analyst II, GTM

FloQast • San Jose, CA

265d • $80,000 - $120,000

About The Position

FloQast is seeking a talented finance professional for a unique opportunity supporting our Sales and Marketing teams. The individual will provide decision support through analysis of financial and non-financial metrics. As a Financial Analyst II, you will be viewed as a subject matter expert and a trusted partner among our Sales and Marketing leadership teams. This role has a requirement of working in office 3 days per week (Tuesday - Thursday). Starting in 2026, we plan to expand to 4 days per week, adding Mondays. Visa sponsorship is NOT available at this time.

Requirements

• Bachelor’s Degree in accounting or Finance, MBA preferred.
• 3+ years of experience in Financial Analysis and Accounting.
• Experience in financial modeling and forecasting, with exposure to SaaS sales and marketing metrics (e.g., LTV, CAC).
• Strong accuracy and attention to detail in fast-paced, multitasking environments.
• Proven ability to meet tight deadlines with excellent organizational skills.
• Strong cross-functional collaboration across all levels of management.
• Advanced Excel and PowerPoint skills; confident presenting to leadership.
• Exposure to AI tools and automation solutions to streamline financial reporting and analysis.
• Supported AI-driven initiatives by helping structure data, test tools, and interpret results.
• Experience with ERP & Financial Planning systems (e.g., NetSuite, Anaplan, Adaptive, Pigment).
• Used tools like ChatGPT, Gemini, or Excel AI to enhance productivity and speed up routine tasks.
• Experience using an ERP planning tool to streamline budgeting, forecasting, and reporting, enhancing data accuracy.
• Excellent interpersonal skills for consolidating and coordinating inputs across functions.
• Naturally curious, with a collaborative approach to problem-solving.

Nice To Haves

• Experience within the SaaS/Software industry preferred.

Responsibilities

• Develop, maintain, and enhance current reporting financial metrics for both internal and board of directors reporting for the entire company’s 3 financial statements.
• Create, maintain, and automate team-wide financial reporting of P&L views during Forecast, Flux, Outlook, and create automated business-partner level reporting for budgeting.
• Coordinate & drive finance-wide forecasting, budgeting, and variance analysis on a department level.
• Partner closely with business leaders in the company to drive operational excellence, finance insights, forecasting accuracy & organizational accountability.
• Participate in the preparation of monthly forecasts, annual budgets, cost trackers, and long-range plans.
• Refine and enhance existing forecasting processes and financial models to improve accuracy and usability.
• Develop dashboard automation of financial processes with business partners.
• Design and deliver insightful analytics and ad hoc reporting to evaluate spending efficiency.
• Utilize financial data to support annual budgeting, monthly forecasting, and quarter-end close activities.
• Provide reports for business partners to enable them to manage their budgets and headcount effectively and in accordance with annual plan.
• Partner with Sales and Marketing leaders to analyze and forecast key drivers of go-to-market performance.
• Conduct sales and marketing channel analysis, including ROI metrics and SaaS KPIs such as Customer Lifetime Value (LTV) and Customer Acquisition Cost (CAC).
• Become a trusted expert on granular details behind face financial statements, such as vendor and customer level actuals.
• Conduct and deliver pipeline analyses across the full sales funnel—from pre-opportunity to closed deals.
• Communicate financial and operational findings to leadership teams clearly and effectively.
• Help drive scalable financial systems that integrate seamlessly with other tools, supporting data-driven decision-making at all levels.
• Support management and department heads with ad hoc analysis, financial reporting, and special projects as needed.
• Any other tasks that may be assigned to help the company meet its goals.

Benefits

• Medical, Dental, Vision, Family Forming benefits, Life & Disability Insurance, and Unlimited Vacation.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree
• Number of Employees: 501-1,000 employees