Financial Analyst

Overview

This role supports corporate finance, accounting, and regulatory reporting for a technology business operating under US GAAP, SOX controls, and SEC reporting requirements. The Financial Analyst converts financial data into accurate forecasts, management reporting, and actionable analysis for finance and business leaders.

This position is remote from San Diego. The analyst partners with accounting, FP&A, legal, and operational teams to maintain reporting integrity and strengthen financial processes, including support for quarterly close, audit readiness, internal controls, and disciplined decision-making.

Responsibilities

• Prepare monthly and quarterly financial reporting packages, including variance analysis, operating metrics, and management commentary
• Build and maintain financial models, forecasts, and budgets using Excel, SQL, and financial planning or enterprise resource planning systems
• Reconcile financial data across the general ledger, subledgers, and business systems; investigate discrepancies and document resolutions
• Support SOX control activities, including control testing, evidence collection, remediation tracking, and process documentation
• Assist with SEC reporting schedules, footnote support, and audit requests in partnership with accounting and external auditors
• Develop dashboards and recurring analyses in tools such as Power BI, Tableau, or similar business intelligence platforms
• Identify reporting and process improvements, automate recurring workflows, and maintain clear documentation for financial and regulatory processes

Requirements

• 1–3 years of experience in financial analysis, corporate finance, accounting, audit, or a related role
• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related quantitative discipline
• Strong understanding of US GAAP, financial statements, variance analysis, and financial reporting processes
• Advanced Excel skills, including pivot tables, lookups, financial modeling, and data validation; working knowledge of SQL preferred
• Experience with ERP, general ledger, financial planning, or reporting systems such as NetSuite, Workday, Anaplan, Adaptive Planning, or similar platforms
• Highly organized and precise, with the ability to manage close deadlines, audit requests, and sensitive financial information

Preferred Qualifications

• Bonus: Experience with SOX compliance, SEC reporting, internal or external audit, Power BI/Tableau
• Progress toward CPA or CFA certification

Location

Remote, based in San Diego