Financial Analyst

Overview

This role sits at the intersection of corporate finance and regulatory compliance. Responsibilities include building financial models, preparing GAAP-compliant reporting, and supporting SOX control testing within a fast-growing technology environment.

The analyst partners with accounting, FP&A, and legal teams to ensure reporting accuracy for internal leadership and external SEC filings—translating financial data into insights that inform budgeting, forecasting, and risk posture.

Responsibilities

• Build and maintain financial models in Excel and Oracle NetSuite to support budgeting, forecasting, and variance analysis
• Prepare monthly and quarterly GAAP-compliant financial statements and reconcile accounts with the accounting team
• Support SOX compliance by documenting key controls, coordinating walkthroughs, and remediating deficiencies with internal audit
• Assist with SEC reporting deliverables, including support for 10-Q and 10-K preparation and related disclosure schedules
• Analyze revenue recognition, accruals, and expense trends; flag anomalies and present findings to finance leadership
• Automate recurring reporting using SQL, Power BI, or Tableau to reduce manual close-cycle work
• Partner with compliance analysts and accounting managers on audit readiness and regulatory research for new accounting standards (ASC 606, ASC 842)

Requirements

• 3-6 years of experience in financial analysis, corporate accounting, or audit, ideally with exposure to SEC reporting or SOX environments
• Bachelor’s degree in Accounting, Finance, or Economics
• Strongly preferred: CPA or CFA candidacy
• Deep working knowledge of US GAAP, SOX controls, and financial close processes
• Advanced Excel skills (pivot tables, complex modeling, scenario analysis) plus hands-on experience with an ERP such as NetSuite, SAP, or Oracle
• Working knowledge of SQL or BI tools (Power BI, Tableau)
• Strong written and verbal communication; able to explain technical accounting topics to non-finance stakeholders

Preferred Qualifications

• Big 4 or national audit firm background
• Tech industry experience
• Familiarity with ASC 606 revenue recognition and stock-based compensation accounting