Financial Analyst

Overview

This role owns the modeling, reporting, and analysis that inform financial decisions across the business—from monthly close and variance analysis to long-range planning and board reporting.

Work is grounded in US GAAP, supports SOX compliance controls, and contributes to accurate, timely disclosures aligned with SEC requirements.

Responsibilities

• Build and maintain financial models in Excel and NetSuite (or similar ERP) to support budgeting, forecasting, and scenario planning
• Own monthly and quarterly close deliverables, including variance analysis against plan with clear, decision-ready commentary
• Partner with accounting to ensure GAAP-compliant treatment of revenue recognition, accruals, and capitalization
• Support SOX compliance by documenting key controls, executing testing procedures, and remediating identified gaps
• Prepare management reporting packages and board materials, translating complex financial data into clear narratives
• Analyze business unit performance, unit economics, and margin trends to surface risks and opportunities to leadership
• Assist with audit support and SEC-readiness workstreams, including supporting schedules and reconciliations

Requirements

• 3-6 years of experience in FP&A, corporate finance, public accounting, or a related analytical role
• Strong command of US GAAP; direct exposure to SOX controls and audit processes required
• Advanced Excel modeling skills; hands-on experience with a major ERP (NetSuite, SAP, Oracle) and BI tools (Looker, Tableau, or Power BI)
• Bachelor’s degree in Finance, Accounting, Economics, or a related field
• Ability to translate analysis into concise, executive-ready recommendations

Preferred Qualifications

• CPA or CFA candidacy (or comparable certification)
• Experience at a high-growth SaaS company
• SEC reporting exposure
• Familiarity with ASC 606 revenue recognition