Financial Analyst

NavanPalo Alto, CA
$62,325 - $138,700

About The Position

Navan is seeking a Financial Analyst to join their GO&S and R&D team, reporting to the Senior Manager, Strategic Finance. This role is crucial for advancing Navan's strategic roadmap and involves various initiatives, including shaping the financial strategy for the organization's AI transformation. It's an early-career position offering practical experience in financial planning, strategic analysis, and business partnership within a dynamic company. The ideal candidate is detail-oriented, eager to learn, and motivated to develop strong business fundamentals and acumen, with a low-ego approach.

Requirements

  • Bachelor’s degree in Finance, Economics, or a related field
  • 1-3 years of work experience ideally in one of the following areas: Investment Banking, Consulting, Accounting, or Corporate Finance
  • Demonstrated ability to produce high-quality work under tight deadlines and manage multiple competing priorities, while maintaining extremely high standards for attention to detail
  • Excellent communication and executive presence with strong interpersonal soft skills that can collaborate effectively and build trust across teams
  • A “get it done” attitude - strong sense of ownership and accountability, using a proactive approach to learn, improve, and drive work forward

Nice To Haves

  • Familiarity with financial planning tools (e.g. Anaplan, Pigment), ERP systems (e.g. Netsuite), and SQL

Responsibilities

  • Partner deeply across Engineering, Product, and Design leadership to strengthen visibility into financial performance, improve forecast accuracy, and ensure that investments across our product roadmap are efficient, effective, and aligned to growth priorities
  • Prepare accurate and timely recurring reporting, own variance analyses, and help translate data into actionable, clear insights for R&D stakeholders
  • Develop and manage R&D operating expenses and COGS as it relates to headcount, workforce planning, location strategy, AI/SaaS/infrastructure spend, etc.
  • Conduct ad-hoc financial analyses and build financial models as required to inform teams on operating strategies and recommendations and to support our growing global business
  • Drive process improvements through AI and automation to streamline recurring workflows, processes, and deliverables
  • Collaborate with cross-functional partners across Procurement/Sourcing, Accounting, People, Talent, IT, and Corporate Finance, developing the skills to navigate ambiguity, ask thoughtful questions, and continuously improve processes.
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