Associate Financial Analyst

Overview

The organization is seeking an Associate Financial Analyst to support financial planning and finance systems implementation. This is an entry-level role focused on helping teams plan with confidence and report accurately, supporting forecasting, reporting accuracy, and modernization of planning and reporting tools.

Responsibilities

• Support HR and Legal leaders with forecast updates, purchase and headcount approvals, and data reconciliations to keep operational plans on track
• Assist other departments with forecasting and reconciliation work to keep reporting consistent
• Support implementation of new FP&A, budgeting, forecasting, and reporting software; work with Finance, Accounting, IT, and external partners to resolve issues and improve workflows
• Gather business requirements from Finance stakeholders and translate them into system specifications
• Validate data migrations, data mappings, and reporting outputs to ensure accuracy and completeness
• Document current-state and future-state financial processes to guide system design
• Identify opportunities to automate manual processes and improve financial reporting efficiency
• Prepare presentation materials and assist with ad-hoc strategic and operational projects for Finance leadership

Requirements

• Strong analytical and financial modeling skills, with working proficiency in Excel
• Proven experience using AI tools such as Claude and Copilot
• Understanding of SaaS and go-to-market metrics
• Recognized as a self-starter with exceptional attention to detail and strong problem-solving skills
• Experience working with the three financial statements and understanding how they connect

Preferred Qualifications

• Experience in Finance, Accounting, or a related field
• Experience presenting data findings to executives
• Experience in finance business systems or software implementation

Compensation & Benefits

• Competitive compensation
• Flexible Paid Time Off policies, including but not limited to:
  • Quarterly Self-Care Days (4 extra paid days off annually)
  • Volunteer Days
• Parental leave
• Comprehensive health coverage, including dependents
• Home office setup support
• Free account for up to 5 members for “LastPass Families”
• Continuous learning and development opportunities, including an annual learning stipend
• Peer-to-peer recognition through Quantum Workplace
• Employee Assistance Program for well-being support
• Remote work stipend to support home office needs
• Short-Term or Remote-Centric Work Arrangements for added flexibility

Location

Remote-first culture; short-term or remote-centric work arrangements for added flexibility are available.