Financial Analyst
About The Position
AppDirect is seeking a finance professional with strong analytical instincts and a solid foundation in forecasting, variance analysis, and financial modeling. The ideal candidate will be comfortable working with financial and operational data, building clear reporting, and translating results into actionable insights for business partners. This role offers the opportunity to work across a growing SaaS business, build visibility into key financial drivers, and partner with cross-functional teams on planning and performance. It’s a strong fit for someone who wants to deepen their finance ownership and move beyond reporting into more proactive business support.
Requirements
- 2–4 years of experience in FP&A, strategic finance, investment banking, corporate finance, or a similar analytical role.
- Strong Excel or Google Sheets skills, including the ability to build and maintain forecasting and reporting models.
- Ability to synthesize financial and operational data into clear reporting and actionable recommendations for non-finance stakeholders.
- Experience with budgeting, forecasting, variance analysis, and management reporting in a business environment.
- Attention to detail in handling financial data, because inaccuracies in reporting directly affect the business decisions this role supports.
- Clear written and verbal communication skills, because you will regularly translate financial findings into plain language for cross-functional partners.
Responsibilities
- Own key components of the monthly, quarterly, and annual planning cycle, including budgeting, forecasting, and close-related analysis.
- Own recurring management reporting and dashboards across revenue, headcount, and operating expenses, and surface key business trends, risks, and opportunities.
- Drive revenue planning, forecasting, and variance analysis for an assigned segment of the business, proactively identifying performance drivers and emerging risks/opportunities.
- Partner directly with cross-functional stakeholders to develop forecasts, challenge assumptions, and improve financial visibility.
- Improve reporting frameworks, planning tools, and finance processes to increase scalability, accuracy, and decision usefulness.
Benefits
- performance-based bonuses
- a full range of benefits
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
