Financial Analyst

Overview

This Financial Analyst supports corporate finance and accounting operations across monthly close, financial reporting, forecasting, and management analysis. The role works with US GAAP-based data, including reconciliations, accruals, and variance analysis to produce accurate reporting for finance leadership.

The analyst also supports SOX controls and SEC reporting processes by maintaining documentation, validating source data, and coordinating evidence across accounting, legal, and operational teams. Work contributes to forecast accuracy, audit readiness, and decision-making quality in a scaling technology business.

Responsibilities

• Prepare monthly financial reporting packages, including income statement, balance sheet, cash flow, and operating KPI analysis
• Build and maintain financial models for forecasting, budgeting, headcount planning, and scenario analysis using Excel or Google Sheets
• Analyze actuals versus budget and forecast, investigate material variances, and summarize business drivers for finance leadership
• Reconcile general ledger activity and subledger data, including accounts payable, accounts receivable, payroll, prepaid expenses, and accruals
• Support quarterly and annual close activities by coordinating schedules, validating journal-entry support, and tracking deliverables in the close calendar
• Maintain SOX control documentation, prepare testing evidence, and support internal and external audit requests under US GAAP and SEC reporting requirements
• Develop recurring reporting in ERP, planning, and BI tools such as NetSuite, Adaptive Planning, Workday, Snowflake, or Tableau

Requirements

• 1-3 years of experience in financial analysis, corporate finance, public accounting, or accounting operations
• Bachelor’s degree in Finance, Accounting, Economics, or a related quantitative discipline
• Working knowledge of US GAAP, financial statement analysis, budgeting, forecasting, and variance analysis
• Advanced Excel or Google Sheets skills, including pivot tables, lookups, conditional logic, and financial modeling
• Experience working with an ERP, accounting system, or financial planning platform; familiarity with NetSuite, Workday, Adaptive Planning, or similar tools
• Strong attention to detail and ability to manage close, audit, and reporting deadlines across multiple stakeholders

Preferred Qualifications

• Experience with SOX controls, SEC reporting, SQL, BI dashboards, or progress toward CPA certification

Compensation & Benefits

• Not specified