Financial Analyst

Overview

This role supports corporate finance, accounting, and regulatory reporting for a technology business. Responsibilities include analyzing monthly results, maintaining financial models, and turning operating data into accurate forecasts, variance explanations, and decision-ready reporting under US GAAP.

You will partner with accounting, FP&A, legal, and compliance teams to strengthen reporting controls and support SOX and SEC-related processes.

Responsibilities

• Prepare monthly and quarterly variance analyses, identifying drivers across revenue, operating expenses, headcount, cash flow, and balance sheet accounts
• Maintain financial models, forecasts, and reporting packages in Excel and planning tools such as Anaplan, Adaptive Planning, or similar platforms
• Reconcile financial and operational data between the general ledger, ERP, billing systems, and business intelligence dashboards
• Support US GAAP close activities, including accruals, account analysis, flux reporting, and documentation of management conclusions
• Assist with SOX control testing, remediation tracking, audit requests, and preparation of schedules supporting SEC reporting
• Build recurring dashboards and ad hoc analyses using SQL, Excel, and BI tools such as Tableau, Looker, or Power BI
• Partner with accounting, compliance, and business teams to improve data quality, document processes, and deliver reporting on schedule

Requirements

• 1-3 years of experience in financial analysis, corporate finance, accounting, audit, or a related role; technology or public-company experience is preferred
• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related quantitative discipline
• Working knowledge of US GAAP, monthly close processes, internal controls, and SOX concepts; exposure to SEC reporting is a plus
• Advanced Excel skills, including financial modeling, pivot tables, lookups, and data validation; experience with ERP or financial planning systems
• Strong analytical and reconciliation skills, with the ability to investigate variances and communicate findings clearly
• Experience with SQL, Tableau, Looker, Power BI, or comparable data and reporting tools

Preferred Qualifications

• CPA eligibility or CPA progress
• Public accounting experience
• SEC filing support experience
• Familiarity with XBRL and technical accounting research