Financial Analyst Jobs

About The Position

Requirements

• 5–7 years of experience in FP&A or corporate finance.
• Bachelor’s degree in Finance, Accounting, Economics, or another quantitative field.
• Strong three-statement modeling skills in Excel and Google Sheets, including cash flow, working capital, and balance sheet forecasting.
• Experience partnering with Technology or Product leaders on R&D budgets, headcount, and vendor spending.
• Experience owning a monthly close or reporting package.
• Track record of automating a manual finance process.
• Confidence pushing back on budget owners and presenting clear, data-driven recommendations to executives.

Nice To Haves

• Experience with Adaptive Planning, NetSuite, or other finance systems.
• Working SQL skills and comfort pulling data from BigQuery or a similar data warehouse.
• Hands-on use of AI tools to build finance workflows.
• Experience at a private-equity-backed company.
• Understanding of SaaS metrics such as ARR, churn, and gross margin, and cloud hosting cost drivers.
• Public accounting experience or a CPA.

Responsibilities

• Own annual opex and headcount plans and monthly rolling forecasts across functions, including workforce assumptions and savings initiatives.
• Own COGS and gross margin plans and forecasts, including hosting, merchant processing, and account updater costs.
• Own cash flow, working capital, and balance sheet forecasts, connecting them to the P&L in the three-statement model.
• Serve as finance business partner to the CPO and CTO, running monthly reviews of budgets, headcount, and vendor spend.
• Model R&D investment and headcount by product line and track spending against roadmap priorities.
• Raise expense risks and opportunities to the CFO and CHRO, including plan overages, hiring ahead of budget, and savings tracking.
• Reconcile headcount across HRIS, payroll, and plan, including tracking open roles.
• Review hiring requests and compensation changes against the budget and forecast.
• Lead vendor reviews and savings tracking, and flag upcoming renewals and spending anomalies.
• Deliver monthly and quarterly budget-versus-actual reporting by function, including initial variance commentary.
• Own opex, COGS, headcount, cash, and balance sheet sections of the monthly close package and flash report.
• Work with Accounting on accruals and balance sheet fluctuations to identify forecast impacts early.
• Automate close and reporting workflows using AI tools and document related controls and procedures.
• Prepare opex, COGS, headcount, and cash sections of board and QBR materials, and validate metrics submitted by functions.
• Prepare materials for monthly private equity sponsor calls.
• Build working capital and net debt analyses for strategic initiatives.

Benefits

• Medical, dental, and vision benefits.
• Life insurance.
• Short- and long-term disability coverage.
• Hospital indemnity coverage.
• Critical illness coverage.
• Employee accident protection.
• Health savings account (HSA) with company contribution.
• Flexible spending account (FSA) options.
• Employee assistance program.
• Legal insurance.
• Pet insurance.
• 401(k) retirement plan with company match.
• Flex Time Off.
• Company events.
• Training and development.
• Tuition reimbursement.
• Commuter benefits.
• Volunteer opportunities.