About The Position

The financial analyst will play a central role in driving financial planning, forecasting, and business performance insights across the organization. This role supports a dynamic custom software development business model where project profitability, resource utilization, and delivery efficiency are key drivers of success. The ideal candidate combines strong analytical skills with an understanding of professional services operations and the nuances of software engineering economics. The ideal candidate brings a combination of analytical rigor, business acumen, and interest in software industry dynamics—particularly software engineering services or SaaS.

Requirements

  • 3–7 years of progressive experience in corporate finance, investment banking, or accounting.
  • The "Toolkit": Advanced Excel skills are a must. You should be comfortable with complex formulas and building models from scratch. Python and SQL experience are a plus.
  • Understanding of KPI metrics, revenue recognition, and financial modeling techniques.
  • Experience with BI or data visualization tools (Power BI, Tableau, or Looker).
  • Excellent communication and presentation skills; comfortable interfacing with senior executives.
  • Ability to manage multiple priorities, work under tight deadlines, and operate independently in a fast-paced environment.
  • Detail-oriented yet capable of strategic thinking and cross-functional collaboration.
  • Proactive and intellectually curious—continuously seeking opportunities to improve performance measurement.
  • Strong sense of ownership and accountability for financial accuracy and insight quality.
  • Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or CFA a plus.

Nice To Haves

  • Python and SQL experience are a plus.
  • MBA or CFA a plus.

Responsibilities

  • Assist with annual budgeting and monthly forecasting processes for key business units, ensuring accuracy and accountability.
  • Develop and maintain dynamic, driver-based financial models to evaluate business performance, project profitability, and scenario analysis.
  • Maintain executive-level reporting packages, dashboards, and KPIs for leadership and the Board.
  • Deep-dive into monthly results to explain the "why" behind the "what," providing actionable insights to department heads.
  • Collaborate with Accounting to align forecasts with actual results, explain variances, and ensure data consistency.
  • Track and report on critical metrics (Utilization, NRR, Churn etc.) to optimize our go-to-market strategy.
  • Support strategic initiatives such as pricing analyses, new product launches, or M&A evaluations.
  • Enhance and automate financial processes, leveraging business intelligence tools (Power BI, Tableau, or similar) to improve analysis quality and timeliness.
  • Serve as an internal champion of data-driven decision-making through clear storytelling and presentation of complex financial topics.
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