Financial Analyst

Overview

This role is responsible for overseeing core financial planning, analysis, and regulatory reporting functions, ensuring accuracy and compliance with US GAAP, SOX, and SEC frameworks. It serves as a bridge between daily corporate accounting operations and long-term strategic financial planning.

Responsibilities

• Build and maintain detailed three-statement financial models (income statement, balance sheet, cash flow) to support monthly, quarterly, and annual planning cycles
• Prepare comprehensive SEC-aligned quarterly and annual reporting packages, ensuring strict adherence to US GAAP standards
• Design, implement, and test internal controls to maintain robust SOX compliance across all financial planning and reporting systems
• Analyze budget-to-actual variances across departments, collaborate with team leads to manage discretionary spending, and present performance insights to executive leadership
• Manage administration and data integrity of financial planning software (e.g., Anaplan, Adaptive Insights) and enterprise ERP systems (e.g., NetSuite)
• Support ad-hoc corporate development initiatives, including capital allocation analysis, treasury operations, and tax planning support

Requirements

• 3-6 years of experience in corporate finance, investment banking, or public accounting (Big 4 experience preferred)
• Strong technical knowledge of US GAAP, SOX internal controls, and SEC reporting guidelines
• Advanced financial modeling skills in Excel; experience with SQL, Tableau, or dedicated FP&A planning tools is highly desirable
• Bachelor's degree in Finance, Accounting, Economics, or a highly quantitative field
• Excellent communication and presentation skills, with the ability to explain complex financial concepts to non-finance stakeholders

Preferred Qualifications

• Active CPA license or CFA charterholder
• Prior experience in a high-growth technology or SaaS business

Location

Not specified