Financial Analyst

Overview

This role owns financial analysis and reporting that supports decision-making across the business, including budgets, forecasts, variance analysis, and GAAP-compliant reporting packages for finance leadership and auditors.

Working within a SOX-controlled environment, the analyst performs daily work in the general ledger and planning systems, partners with accounting and FP&A on close cycles, and ensures reporting accuracy aligned with SEC-adjacent disclosure expectations.

Responsibilities

• Build and maintain monthly, quarterly, and annual financial models in Excel and NetSuite, covering revenue, opex, and headcount forecasts
• Run variance analysis against budget and prior periods; document drivers and present findings to finance leadership
• Support SOX compliance by executing control walkthroughs, maintaining control documentation, and coordinating remediation of identified gaps
• Prepare GAAP-compliant reporting packages, including flux analysis, margin reporting, and supporting schedules for internal and external stakeholders
• Partner with accounting managers during monthly close to reconcile accounts, review journal entries, and resolve discrepancies
• Automate recurring reporting and reconciliation workflows in Excel (Power Query) and the ERP to reduce manual close work
• Assist with audit readiness by compiling PBC deliverables and responding to external auditor requests

Requirements

• 3–6 years of experience in financial analysis, FP&A, or public accounting with meaningful exposure to US GAAP reporting
• Bachelor’s degree in Accounting, Finance, or Economics; CPA or CPA candidacy preferred
• Working knowledge of SOX internal controls and audit support processes
• Hands-on ERP experience (NetSuite, Workday, or SAP) plus advanced Excel modeling skills
• Demonstrated ability to explain variance drivers and financial results clearly to non-finance stakeholders
• Experience in a technology company or other fast-scaling, audited environment

Preferred Qualifications

• Bonus: SQL or scripting experience (Python) for financial data analysis
• Exposure to SEC reporting or 10-K/10-Q preparation