Financial Analyst

Smarsh•Portland, OR

8h•Hybrid

About The Position

Smarsh is seeking a detail-oriented and analytical financial analyst to support financial planning, reporting, and data analysis within our SaaS business. This role will work closely with our finance business partner team and sales operations to provide insights into revenue performance, subscription metrics, cost planning, and monitoring of overall business health. This position is ideal for someone who enjoys translating data into actionable recommendations and building relationships.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, or related field
0–2 years of experience (internships or relevant coursework acceptable)
Strong proficiency in Excel (required)
Basic understanding of financial statements and accounting principles
Strong analytical, problem-solving, and communication skills

Nice To Haves

Familiarity with SaaS business models is a plus
Experience with SQL, Tableau, Power BI, or similar tools is a bonus

Responsibilities

Assist in financial planning & analysis (FP&A) activities including budgeting, forecasting, and variance analysis
Developing reporting workflows working with native data centers, ERP, CRM, and finance tools
Build and maintain financial models to support strategic decision-making
Prepare monthly and quarterly financial reports for leadership
Partner with sales and customer success to track pipeline, bookings, and renewals
Support revenue forecasting and identify trends or risks
Assist with data extraction and analysis using tools like Excel, SQL, or BI platforms
Improve and automate reporting processes where possible