Financial Analyst

Overview

This role sits at the intersection of corporate finance and regulatory compliance. Responsibilities focus on building models and analyses that support budgeting, forecasting, and capital allocation decisions. Work is grounded in US GAAP, SOX 404 controls, and SEC reporting requirements.

You will partner with accounting, FP&A, and legal to translate business activity into accurate financial narratives, support quarterly close and board reporting, and help ensure internal controls withstand audit scrutiny.

Responsibilities

• Build and maintain financial models for budgeting, forecasting, and scenario analysis in Excel and Anaplan (or similar planning tools)
• Support quarterly and annual close processes, preparing flux analyses and reconciliations to explain variances to plan
• Prepare materials for SEC filings (10-K, 10-Q) and assist with SOX 404 control testing, documentation, and remediation
• Partner with accounting managers to evaluate revenue recognition, capitalization, and accrual treatment under US GAAP
• Develop dashboards and reporting in Power BI or Tableau to track KPIs, cash flow, and departmental spend against budget
• Present findings and recommendations to finance leadership, including monthly business reviews and board materials
• Identify process improvements across close, reporting, and forecasting workflows, including automation opportunities in NetSuite (or similar ERP)

Requirements

• 3-6 years of experience in financial analysis, FP&A, audit, or public accounting
• Working knowledge of US GAAP, SOX compliance, and SEC reporting requirements
• Advanced Excel skills and hands-on experience with an ERP system (NetSuite, SAP, or Workday)
• Bachelor’s degree in Finance, Accounting, or Economics
• Strong communication skills, including the ability to explain complex financials to non-finance stakeholders
• Experience partnering cross-functionally with accounting, legal, and business teams in a remote environment

Preferred Qualifications

• CPA or CFA progress
• Experience at a high-growth SaaS or technology company
• Familiarity with ASC 606 revenue recognition
• SQL or advanced BI tooling