Financial Analyst

Overview

This role owns forecasting, variance analysis, and financial modeling for a high-growth technology business. Responsibilities include building budgets, driver-based projections, and monthly reporting used by leadership to allocate capital and manage the P&L.

The analyst will work closely with accounting, FP&A, and compliance to ensure reporting is accurate under US GAAP, support SOX control testing, and provide the analysis behind board-level decisions. This is a hands-on position with direct visibility into how the business operates.

Responsibilities

• Build and maintain driver-based financial models and forecasts in Excel and NetSuite, updating monthly against actuals
• Own monthly variance analysis across revenue, opex, and headcount; deliver commentary to finance leadership within close deadlines
• Prepare GAAP-compliant reporting packages, reconciliations, and supporting schedules for quarterly and annual close
• Support SOX compliance by documenting key controls, coordinating walkthroughs, and remediating deficiencies with internal audit
• Analyze unit economics and SaaS metrics (ARR, NRR, CAC payback) as well as margin trends to inform pricing and spend decisions
• Partner with accounting managers and compliance analysts to streamline close processes and automate reporting
• Present findings and recommendations to senior finance leadership, including board-ready summaries

Requirements

• 3-6 years of experience in FP&A, financial analysis, or public accounting (audit or advisory)
• Bachelor’s degree in Finance, Accounting, or Economics
• Deep working knowledge of US GAAP and exposure to SOX controls and SEC reporting requirements
• Advanced Excel skills (complex modeling, pivot tables, INDEX/MATCH); experience with NetSuite, Workday, or similar ERP
• Strong SQL or Power BI/Tableau skills for pulling and visualizing data independently
• Ability to manage close deadlines, work with incomplete data, and communicate findings clearly to non-finance stakeholders

Preferred Qualifications

• CPA or CMA
• Experience at a venture-backed or publicly traded technology company
• Familiarity with ASC 606 revenue recognition
• Python or advanced BI automation

Compensation & Benefits

Not specified in the job description.

Location

Not specified in the job description.