Financial Analyst

Key Responsibilities

Customer Billing & Invoicing

• Manage the preparation and issuance of accurate customer invoices.
• Ensure timely collection and reconciliation of accounts.
• Resolve any billing disputes or discrepancies in collaboration with the customer support team.

Vendor Invoice Processing

• Handle the processing of vendor invoices, ensuring compliance with contracts and company policies.
• Maintain records of all vendor transactions, ensuring accurate tracking and payment.

Aging Analysis & Reporting

• Conduct regular accounts receivable aging analysis to identify overdue accounts and optimize cash flow.
• Generate and present financial reports related to billing, procurement, and vendor expenses to senior management.

Business Partnership

• Collaborate with internal departments such as Operations, Sales, and Marketing to provide insights and support decision-making.

Process Improvement

• Identify opportunities to streamline billing, procurement, and financial reporting processes for efficiency.
• Implement best practices to improve the accuracy and timeliness of all transactions.

Variance Analysis

• Conduct thorough variance analysis between actuals and budget/forecasts to identify key drivers.
• Provide actionable insights and explanations for discrepancies and work with business units to address deviations.
• Present findings to senior management in a clear and concise manner.
• Analyze monthly financial results, comparing actual performance against budgets and forecasts.
• Assist in preparing financial reports, including profit and loss statements, balance sheets, and cash flow statements.

Ad-hoc Reporting & Analysis

• Develop ad-hoc financial reports and analyses based on business needs and management requests.
• Provide support for special projects, including financial modeling and scenario analysis.
• Assist in preparing materials for board meetings, investor updates, and other key stakeholders.

Financial Modeling

• Build and maintain robust financial models to support decision-making related to growth strategies, capital expenditures, and other major initiatives.
• Conduct sensitivity analysis to assess the impact of various scenarios on the company’s financial outlook.

Budgeting

• Assist in the preparation of annual budgets, including gathering input from various departments.
• Monitor ongoing budget performance, comparing actual results to forecasts and budgets.
• Provide insights and recommendations based on budget trends and variances.

Qualifications

• Bachelor's degree in Business Administration, Finance, Accounting, or a related field.
• 2-5 years of experience in accounting and/or financial analysis.
• Advanced proficiency in Excel and/or Google Sheets, including pivot tables, VLOOKUP, macros, and financial modeling.
• Experience with Google Suite tools (Sheets, Docs, Slides).
• Familiarity with QuickBooks and ERP applications.
• Familiarity with data tools (SQL, BI and Sigma dashboards) is a plus.
• Strong analytical, problem-solving, and communication skills.
• Strong understanding of financial statements and accounting principles.
• High attention to detail and ability to work with large data sets.
• Ability to work independently and manage multiple priorities.
• Eagerness to learn, adapt, and take on increasing responsibility in a fast-growing startup.
• Team-oriented with an interest in both finance and operations.

Benefits

• Hybrid work (SF office Mon/Tues/Thurs) + catered lunches (Bay Area Positions only)
• Competitive salary, equity, and 401(k)
• Wellness stipend & great benefits (medical, dental, vision)
• Generous PTO & parental leave
• Bi-annual offsites & a collaborative, mission-driven culture