Overview
This role involves overseeing rigorous financial modeling, forecasting, and reporting processes to support strategic decision-making and ensure regulatory compliance. It serves as a bridge between corporate finance operations and executive leadership, translating complex financial performance into actionable strategic insights.
The position focuses on maintaining US GAAP compliance, preparing key elements of SEC filings (including 10-K and 10-Q disclosures), and executing internal controls under the SOX 404 framework. It is part of a lean, high-performing corporate finance team and interfaces directly with accounting, legal, and operational department heads.
Responsibilities
- Build and maintain detailed three-statement financial models in Excel to forecast revenue, operating expenses, and cash flow on a rolling monthly basis
- Prepare comprehensive monthly and quarterly variance analyses comparing actual results against budget and forecast, identifying risks and opportunities for leadership
- Support the preparation of SEC filings, including drafting footnotes, management discussion and analysis (MD&A) sections, and supporting schedules
- Design, document, and execute key SOX controls over financial reporting to ensure full compliance with internal and external audit standards
- Collaborate with accounting teams during month-end close to reconcile variances, review accruals, and ensure GAAP compliance
- Develop and maintain executive-level dashboards in Tableau or Power BI to track key SaaS metrics, departmental spending, and capital allocation efficiency
Requirements
- 3-6 years of experience in corporate finance, investment banking, or public accounting (Big 4 experience preferred)
- Bachelor's degree in Finance, Accounting, Economics, or a highly quantitative field
- Deep technical understanding of US GAAP, SOX compliance, and SEC reporting guidelines
- Advanced proficiency in Microsoft Excel (including VBA, complex nested formulas, and financial modeling) and experience with ERP systems such as NetSuite, Workday, or SAP
- Strong communication skills with a proven ability to explain financial concepts to non-finance stakeholders
Preferred Qualifications
- Active CPA license or CFA charterholder
- Experience using SQL and business intelligence tools to extract and analyze large data sets
Location
This role is based in the United States.