Overview
This role is responsible for financial modeling, investor reporting, budgeting and forecasting, financial data analysis, variance analysis, and preparation of management reports. The position collaborates with cross-functional teams to align financial planning with business objectives and to recommend actions that optimize financial performance.
Responsibilities
- Lead financial planning and budgeting processes, aligning financial goals with business objectives
- Develop and maintain financial models to support decision-making and provide actionable insights
- Support fundraising and strategic partnership discussions, including external investor processes (data room preparation, reporting, and diligence)
- Analyze financial data to identify trends, variances, and opportunities for improvement
- Prepare accurate, up-to-date financial statements covering monthly, quarterly, and yearly performance, and prepare materials for board presentations
- Collaborate with business partners to optimize financial performance and drive cost efficiency
- Provide financial guidance and support to executive management
- Participate in strategic planning and forecasting activities
- Stay current on industry trends and best practices in financial planning and analysis
- Ensure compliance with financial policies, procedures, and regulatory requirements
Requirements
- Bachelor’s Degree in Business, Finance, Accounting, or equivalent quantitative field
- 3+ years (or equivalent tenure) in related positions including investment banking, venture capital, private equity, Deals Ops, FP&A, or corporate finance
- Willingness to handle large amounts of data and build complex financial models; expertise in Google Sheets is a plus
- Experience with budgeting, forecasting, and variance analysis in a high-growth environment
- Background with financial systems and data tools (e.g., NetSuite, Excel, or similar)
- Strong understanding of GAAP/IFRS and non-GAAP/IFRS financial metrics, especially SaaS metrics
Preferred Qualifications
- Expertise in Google Sheets
Compensation & Benefits
- Compensation: USD 140,000-170,000 Gross Annual
- Medical, Dental & Vision (employee coverage 100% paid)
- 401K with employer match
- Employer-paid Life and AD&D Insurance
- Supplemental Life Insurance
- Short-term and Long-term Disability
- Healthcare and Dependent Care FSA
- Paid paternity & maternity leave
- 25 annual leave days
- Home Office Allowance
- Dedicated budget for training and professional development, including participation in conferences
- State-of-the-art equipment
- Full access to the lab offerings
Location & Work Mode
- US (East Coast - Mandatory)
- Fully Remote
Reporting
- Reports to the VP of Finance
Tools & Systems
- Oracle NetSuite ERP
- Google Sheets and MS Excel
- Looker for data visualization
- Other financial systems (or similar) and data tools