Financial Analyst
Owns forecasting, financial modeling, KPI analysis, and executive reporting for the Sales Finance team. Requires a bachelor’s degree, 4+ years of relevant experience, strong Excel or Google Sheets expertise, GAAP knowledge, and familiarity with SQL and SaaS.
About the job
Responsibilities
- Own and improve forecasts for bookings, invoicing, collections, and cash, identifying key risks and opportunities.
- Develop a deep understanding of the business model to drive forecasts and business insights.
- Analyze company performance against financial and operational KPIs and communicate insights to Finance leadership.
- Develop scalable, driver-based forecasting models and improve methodologies through historical analysis and business insights.
- Build executive-level reporting and presentations that communicate financial performance and strategic recommendations.
- Drive process improvements, automation, and reporting enhancements.
- Partner cross-functionally across Finance and Sales Strategy.
Requirements
- Bachelor’s degree in Business, Economics, Accounting, Finance, or a comparable field.
- 4+ years of corporate finance, management consulting, or investment banking experience.
- Experience building financial models independently and preparing recommendations.
- Solid understanding of Generally Accepted Accounting Principles (GAAP).
- Excellent analytical, organizational, and collaboration skills.
- Experience simplifying and scaling processes in a fast-moving, high-growth business.
- Ability to learn and solve problems independently.
- Ability to prioritize objectives and meet deliverables in a fast-paced environment.
- Expertise in Excel or Google Sheets, including maintaining complex spreadsheets.
- Comfort managing large datasets and driver-based models.
- Prior experience using SQL or willingness to learn.
Nice to have
- Familiarity with the software industry and SaaS.
Compensation and benefits
- ATS-listed salary range: $123,700–$189,000 USD.
- Zone 1 pay range: $137,400–$189,000 USD.
- Zone 2 pay range: $123,700–$170,050 USD.
- Total compensation may include an annual performance bonus, equity, and benefits.
Skills
Financial Modeling, Forecasting, Financial Analysis, US GAAP, Excel, Google Sheets, SQL, Kpi Analysis, Executive Reporting, SaaS
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