Financial Analyst

FinQuery • Atlanta, GA

76d • $70,731 - $116,201 • Remote

About The Position

The Financial Analyst is a key financial position supporting our fast-growing SaaS business. Initial responsibilities will focus on providing detailed financial and operational reporting and enhancing/creating key performance indicators ("KPIs"). This position will report to the Finance Manager and work closely with cross-functional areas of the business such as Engineering, Product Management, Professional Services, Sales, Customer Success, and Marketing. FinQuery, a leading provider of AI-powered accounting automation and contract management solutions, is a FinTech software company that helps public and privately held companies, as well as government entities, automate accounting for leases, prepaids, and accruals. Our AI-powered platform abstracts and consolidates source documents to provide a complete system of record that complements our customer's ERP's general financial reporting.

Requirements

• Bachelor's Degree required; concentration in Accounting or Finance strongly preferred
• 2+ years' experience in an FP&A or accounting role; preferably with SaaS / Cloud industry experience, or alternatively, investment banking analyst experience
• Familiarization with BI tools to access different data sources such as ERP, enterprise data warehouses, SQL, data visualization systems (Tableau) and business support systems (e.g. Salesforce, NetSuite)
• Understanding of and willingness to build dashboards is preferred
• Exceptional skills in MS Excel and PowerPoint a must, with ability to comfortably use pivot tables, macros, and importing / manipulating data
• Proficient in data mining and analytics
• High attention to detail with excellent analytic and research skills
• Strong finance acumen and financial analysis skills - including being detail-oriented and proficient in building and using complicated data sources
• Proven ability to work with large amount of data from different sources, and provide meaningful insights
• A highly motivated, proactive and collaborative work ethic, with the ability to independently move projects forward
• Positive and upbeat personality to work in a dynamic environment with all levels of management and functions and to proactively anticipate and resolve potential issues
• Multitasking skills, act with sense of urgency, ability to work under pressure and meet deadlines

Responsibilities

• Lead the financial analysis and management of our operating expenses and product costs
• Monitor and interpret key SaaS and business metrics to provide actionable insights that support strategic decision-making
• Develop and maintain financial models, templates, and dashboards to track, organize, and report on initiatives and key projects
• Actively partner with functional teams to uncover insights and improve business performance and efficiency
• Prepare reporting materials for presentations
• Perform ongoing variance/trend analysis among actual, budget and forecast targets
• Assist with in-depth periodic customer analysis including bookings, net expansion, churn, and retention
• Participate actively in the design, creation, and management of high-impact financial models
• Ensure all off-line reporting reconciles with existing system-based management reporting
• Prepare detailed budgets and forecasts, including P&L, cash flow, and balance sheet projections on a monthly, quarterly, and annual basis
• Support process improvement initiatives
• Provide ad hoc analysis as needed

Benefits

• Flexible PTO (including 11 holidays and your birthday off)
• 401(k) plan with employer matching
• Great health benefits with multiple plan option
• Casual dress environment (when in office)
• Catered lunches every Thursday
• Company events each quarter
• Signing stipend for a work-from-home setup
• Free gym membership at our office
• Annual employee development program stipend of $2,000 for each employee
• Flexible parental leave with 10 weeks paid leave for ALL new parents
• Fertility/adoption assistance
• Annual tutoring stipend for your children
• Mentorship program available immediately
• Regular team outings
• Advancement opportunities based on results, not politics
• Culture that emphasizes inclusiveness driven by our REDI Committee

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Publishing Industries
• Education Level: Bachelor's degree
• Number of Employees: 251-500 employees