Tracks departmental spending, reconciles budgets and forecasts, and maintains accurate inputs for the company’s financial model. The role requires 2–3 years of financial analysis experience, advanced Excel and modeling skills, and a bachelor’s degree in a relevant field.
75k – 100k/yr
On-site2+ YOEFinance & Accounting
About the role
Responsibilities
Make bi-weekly rounds with every department to check in on spend, answer questions, and catch issues before they become problems.
Track specific spend pools against budget and flag variances to the Head of Finance.
Feed accurate, up-to-date department spend data into the company's core financial model.
Reconcile actual department spend against budget and forecast on a recurring basis.
Follow up with department leads on outstanding invoices, purchase orders, and budget questions.
Maintain organized, accurate spend records across departments in financial systems.
Prepare recurring summaries of department spend trends for the Head of Finance.
Support the Head of Finance with ad hoc analysis and reporting requests.
Use AI tools to automate recurring spend tracking and reporting tasks.
Identify opportunities to streamline spend tracking and reporting across departments.
Requirements
Bachelor's degree in Finance, Accounting, Economics, Engineering, or a related field.
2–3 years of experience in financial analysis, modeling, and forecasting within a corporate FP&A, investment banking, or consulting environment.
Advanced proficiency in Excel, financial modeling, and data analysis tools.
Demonstrated use of AI tools for creative problem solving beyond basic document review or validation.
Strong expertise in cash flow management and working capital optimization.
Excellent communication and presentation skills.
Proven ability to manage multiple projects in a deadline-driven environment.
Experience with financial reporting tools and ERP systems.
Ability to collaborate effectively across multiple teams.
Willingness to work in a fast-paced environment with changing priorities.
Preferred Qualifications
MBA in Finance, Accounting, Economics, Business, or a related field.
Experience with NetSuite, UKG, and Expensify.
Demonstrated use of AI tools to automate workflows, analyze data, or accelerate financial reporting output.
Compensation and Benefits
Annual salary range of $75,000–$100,000.
Benefits and perks include medical, dental, vision, unlimited PTO, a 401(k) plan with employer match, regular offsite events, and a discretionary productivity fund.
Skills
ExcelFinancial ModelingFinancial AnalysisForecastingFP&Acash flow managementworking capital managementAI ToolsNetSuiteukgexpensifyERP Systems
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