Financial Analyst

Overview

This role sits at the intersection of corporate finance and regulatory compliance, focused on building models, analyses, and internal controls to keep a fast-growing technology organization accurate, auditable, and SEC-ready.

You will own monthly close deliverables, support SOX control testing, and produce variance analysis and forecasts used by leadership to make decisions. Work contributes to audit outcomes, board reporting, and financial credibility with regulators and investors.

Responsibilities

• Build and maintain financial models for budgeting, forecasting, and long-range planning in Excel and Anaplan or Adaptive (or similar EPM tools)
• Run monthly close analytics by preparing flux analyses on revenue, COGS, and opex lines with documented variance explanations
• Support SOX 404 compliance by documenting control narratives, executing walkthroughs, and coordinating remediation of control deficiencies with internal audit
• Prepare quarterly and annual SEC reporting support materials, including reconciliation schedules and technical accounting memos under US GAAP (ASC 606, ASC 842, ASC 350)
• Partner with accounting managers and FP&A to validate month-end results and escalate anomalies before leadership review
• Produce KPI dashboards and board-ready reporting packages in Power BI or Tableau
• Assist external auditors during quarterly reviews and annual audits, owning PBC request timelines and evidence delivery

Requirements

• 3-6 years in financial analysis, corporate accounting, or audit; public company or high-growth technology experience preferred
• Working command of US GAAP and practical exposure to SOX 404 controls and SEC reporting cycles (10-K, 10-Q)
• Advanced Excel skills (complex formulas, pivot architecture, three-statement modeling)
• Hands-on experience with at least one ERP (NetSuite, Workday, or SAP) and one BI tool (Power BI or Tableau)
• Bachelor’s degree in Accounting, Finance, or Economics
• Track record of producing audit-ready work products under tight close deadlines
• Clear written communication; ability to explain variances and control issues to non-finance stakeholders

Preferred Qualifications

• CPA or CPA-track strongly preferred
• Big 4 or national firm audit background preferred
• Exposure to revenue recognition for SaaS contracts (ASC 606)
• Experience with Anaplan, Adaptive, or Oracle EPM
• SQL experience for data pulls

Compensation & Benefits

Not specified in the provided description.

Location

Not specified in the provided description.