Financial Analyst
Rently•Camarillo, CA
•$65,000 - $75,000•Hybrid
About The Position
The primary focus of this position is to support the business with ongoing reporting and analytics, and to equip leadership with key insights and forecasts for critical decision-making. This includes maintenance and development of existing financial models and systems, supporting the annual budget cycle, and providing analysis on financial trends and areas for process efficiency. This role will include exposure to various departments of the business and will partner closely with the Finance Manager to provide management with actionable insights.
Requirements
- Microsoft Excel (advanced proficiency required)
- Bachelor’s degree in Finance, Accounting, Economics, or a related field
- 0–4 years of relevant experience in finance, accounting, or a related field
- Strong proficiency in Microsoft Excel, including pivot tables, VLOOKUP/INDEX-MATCH, and basic financial modeling
- High attention to detail, strong organizational and analytical skills, and ability to manage and meet recurring deadlines
- Effective written and verbal communication skills; comfortable presenting financial data clearly and concisely
- Ability to work independently in a fast-paced environment with strong self-motivation and follow-through on deliverables
Nice To Haves
- NetSuite, Salesforce, Tableau, and/or Paylocity (preferred)
- Exposure to SaaS metrics and subscription-based business models (ARR, NRR, churn, CAC, LTV)
- Familiarity with ERP/Financial systems such as NetSuite, Salesforce, Tableau, and/or Paylocity
- Strong understanding of GAAP and basic Accounting/Financial concepts
- Experience in a fast-paced, high-growth technology or software company
Responsibilities
- Maintain and improve recurring financial reports on a weekly and monthly cadence, including forecasts, budget-to-actuals, and management reporting packages
- Partner with Accounting for month-end close accuracy and timely reporting
- Prepare commentary and analysis to support presentation of financial results and forecasts to internal and external leadership
- Support ad hoc data requests, scenario analyses, and special projects as assigned by the Finance Manager
- Maintain existing financial models, including revenue, headcount, cash flow and other miscellaneous forecasting models
- Partner with Finance Manager in new financial model development and improvements to existing models
- Pull, reconcile, and analyze data from NetSuite, Salesforce, Paylocity, and other systems to support accurate and timely reporting
- Identify and flag opportunities to improve reporting efficiency and automation to reduce manual effort in recurring financial processes
- Perform budget vs. actual variance analyses with written commentary to support financial reviews and decision making
- Prepare and distribute ad hoc requests for reports and analyses from various business partners
- Support the annual budget and monthly forecast processes through data consolidation, model building and maintenance, and trend analysis
- Prepare commentary and analysis to support presentation of consolidated budget to internal and external leadership
Benefits
- 75% monthly medical, dental, vision, disability, and life insurance premium coverage via Anthem Blue Cross with 2 HMO options (where available) and 2 PPO options.
- FSA, STD, LTD, and other voluntary plans available.
- Coverage extends to employee, spouse, registered domestic partner, and dependent children.
- 401k with 3% Rently match
- Paid time off
- Sick time off
- Partial gym membership reimbursement
- Partial pet insurance reimbursement
- Career growth opportunities
- Professional development opportunities
- Work related travel opportunities (dependent on role)
- Company gatherings & team events
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
