Financial Analyst

Murdock Martell•Foster City, CA

14h•$60 - $95•Remote

About The Position

Our client, a digital intelligence platform, is seeking a Financial Analyst for a full-time temporary role. This position is 100% remote and will start in April 2026 to cover a maternity leave for 4-5 months. Hands-on experience with NetSuite and Adaptive is required. Responsibilities include: Financial modeling and forecasting Maintain and update the company’s financial model in Adaptive Insights Own headcount planning for existing and planned roles Maintain bookings data, customer revenue, and customer collections Forecast vendor expenses, depreciation, and capital expenditures Partner closely with cross functional teams to gather inputs and keep the model current as the business evolves Monthly close and reporting Update actuals in Adaptive once Accounting closes each month Run and manage NetSuite integrations into Adaptive Use reporting from Salesforce for detailed bookings data and contract tracking Use ADP reporting for headcount and workforce related reporting Troubleshoot integration or data issues as they arise Review forecasts post close to ensure accuracy and reasonableness Executive and external reporting Prepare monthly reporting packages for the CEO and COO, including performance versus plan and variance explanations Provide quarterly budget versus actuals reports to departmental budget owners, including clear explanations of variances Prepare financial slides and supporting analysis for the quarterly Board of Directors deck Support quarterly reporting to external investors and the company’s bank to ensure ongoing compliance Ad hoc analysis and decision support Build scenario models to support leadership decision making Create Excel based models to help leadership understand the financial implications of potential initiatives or changes

Requirements

Bachelor’s degree in accounting/finance
Minimum 5+ years relevant experience
1+ years’ hands on experience with NetSuite and Adaptive required
2+ years’ experience working for a SaaS company
Proficient in Excel
Ability to thrive in fast paced environment
Exceptional attention to detail
Superior written and oral communication skills

Responsibilities

Financial modeling and forecasting
Maintain and update the company’s financial model in Adaptive Insights
Own headcount planning for existing and planned roles
Maintain bookings data, customer revenue, and customer collections
Forecast vendor expenses, depreciation, and capital expenditures
Partner closely with cross functional teams to gather inputs and keep the model current as the business evolves
Monthly close and reporting
Update actuals in Adaptive once Accounting closes each month
Run and manage NetSuite integrations into Adaptive
Use reporting from Salesforce for detailed bookings data and contract tracking
Use ADP reporting for headcount and workforce related reporting
Troubleshoot integration or data issues as they arise
Review forecasts post close to ensure accuracy and reasonableness
Executive and external reporting
Prepare monthly reporting packages for the CEO and COO, including performance versus plan and variance explanations
Provide quarterly budget versus actuals reports to departmental budget owners, including clear explanations of variances
Prepare financial slides and supporting analysis for the quarterly Board of Directors deck
Support quarterly reporting to external investors and the company’s bank to ensure ongoing compliance
Ad hoc analysis and decision support
Build scenario models to support leadership decision making
Create Excel based models to help leadership understand the financial implications of potential initiatives or changes