Financial Analyst

Overview

This role sits at the intersection of finance and regulation, supporting the models, reconciliations, and reporting used to make decisions in a revenue environment governed by US GAAP, SOX 404 controls, and SEC disclosure requirements.

You will own analysis that finance leadership and the Controller can act on, spanning monthly close support, variance analysis, internal control testing, and audit-ready documentation.

Responsibilities

• Build and maintain financial models for revenue, headcount, and spend forecasting in Excel and the company’s planning tool (e.g., Adaptive, Anaplan, or similar)
• Support the monthly and quarterly close, including:
  • Preparing journal entries
  • Completing account reconciliations
  • Producing flux analyses with clear commentary on variances
• Produce SEC-ready reporting schedules and support 10-K/10-Q disclosures, including revenue recognition analysis under ASC 606
• Execute SOX 404 control testing by:
  • Documenting control narratives
  • Testing key controls
  • Tracking remediation of any deficiencies with Internal Audit
• Partner with Accounting, Revenue, and FP&A to resolve reconciling items and improve close-cycle efficiency
• Build Power BI or Tableau dashboards to monitor KPIs, control status, and budget-to-actual performance for leadership reviews
• Prepare audit deliverables and respond to external auditor requests with accurate, well-documented support

Requirements

• 3–6 years of financial analysis, accounting, or audit experience, ideally with 2+ years in a technology company or public accounting environment
• Strong command of US GAAP, particularly ASC 606 (revenue recognition) and ASC 842 (leases)
• Hands-on experience with SOX controls, internal audit support, or SEC financial reporting
• Advanced Excel skills (complex formulas, pivot analysis, modeling hygiene) plus proficiency in a major ERP (NetSuite, SAP, or Workday)
• Bachelor’s degree in Accounting, Finance, or Economics
• Clear, concise written communication, including the ability to explain complex reconciliation or control issues to non-finance stakeholders

Preferred Qualifications

• CPA candidacy or licensure
• Experience with SQL or Python for data extraction
• Experience with Workiva for financial close and disclosure management
• Prior Big 4 audit experience