Financial Analyst

Overview

This fully remote Financial Analyst role supports the Finance team and is ideal for candidates located in one of the following U.S. states: AL, FL, GA, IN, IL, MA, MD, MI, MS, NJ, NC, OK, OH, PA, SC, TN, TX, VA, VT, WI.

Responsibilities

• Consolidate and analyze financial data (budgets, income statement forecasts, and related reporting) in alignment with company goals and financial performance
• Prepare monthly and quarterly management reporting and provide ad hoc analysis as needed
• Perform monthly and quarterly analysis for sales commission compensation
• Support monthly forecasting and the annual budget process
• Analyze financial results, key performance indicators, and product line profitability
• Maintain order form calculation tools used by the sales team
• Reconcile transactions by comparing and correcting data
• Maintain critical data tables used to evaluate and report on business performance
• Drive process improvement and policy development initiatives that impact the finance function
• Partner with Product and Partnerships teams to build and validate economic opportunity models for buy-build-partner activities, including market sizing and internal revenue, expense, and growth assumptions
• Support fact-finding and data clean-up activities to validate and consolidate sources of truth for data and financial flows

Requirements

• Bachelor’s degree with at least 2–3 years of relevant experience in a SaaS organization
• Proficiency in Google Workspace and Microsoft Office Suite, with advanced proficiency in Microsoft Excel
• Basic foundational experience with MS Power BI, PowerPivot, and DAX is a plus
• Experience with CRM systems, preferably Salesforce.com, Staxbill, and Sage Intacct
• Demonstrated career progression in corporate finance, investment banking, corporate development, or strategy groups
• Working knowledge of GAAP and corporate finance principles

Competencies to Drive Success

• Ability to manage very large data sets with multiple sources of data
• Strong communication skills, including presenting analysis to senior management
• Ability to synthesize complex data into concise messages and presentations
• Structured problem-solving approach, taking a project from problem statement to C-level deliverable
• Ability to listen to and interpret internal customer requirements and guide them to optimal outcomes
• Ability to work under pressure with tight deadlines without relying on large-company support infrastructures
• Ability to work confidently in a fast-paced, dynamic environment
• Self-starter who can work independently in a fully remote position
• Team-oriented mindset with a positive attitude

Compensation & Benefits

• Not specified in the provided job description

Location

• Fully remote (U.S. remote; designated states: AL, FL, GA, IN, IL, MA, MD, MI, MS, NJ, NC, OK, OH, PA, SC, TN, TX, VA, VT, WI)

Equal Employment Opportunity

• The employer provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.