Overview
This role drives corporate financial planning, variance analysis, and strategic forecasting to support executive decision-making in a high-growth tech environment.
You will partner closely with accounting and business operations to ensure strict adherence to US GAAP, streamline month-end reporting, and deliver actionable financial insights grounded in robust data models.
Responsibilities
- Build and maintain complex financial models in Excel and FP&A tooling to support annual budgeting and quarterly forecasting
- Perform monthly budget-vs-actual variance analyses, identifying key cost drivers and operational anomalies
- Partner with accounting teams to ensure accurate revenue recognition and expense accruals in compliance with US GAAP and SOX controls
- Prepare comprehensive financial packages and metric decks for executive leadership and board meetings
- Automate reporting workflows and improve data integrity across financial systems and ERP databases
- Support ad-hoc strategic projects, including unit economics analysis, pricing evaluations, and ROI assessments
Requirements
- 3-6 years of corporate finance, investment banking, or accounting experience within a high-growth technology or SaaS environment
- Advanced proficiency in financial modeling, Excel, SQL, and enterprise FP&A software (e.g., Adaptive Insights, Anaplan)
- Deep working knowledge of US GAAP principles, financial statement mechanics, and internal control frameworks
- Bachelor’s degree in Finance, Accounting, Economics, or a related quantitative field
- CFA or CPA designation preferred
Preferred Qualifications
- Experience with SEC reporting
- Experience with NetSuite ERP
- Experience with Python-based data analysis