Senior Financial Analyst

Overview

This role supports the organization’s growing FP&A function. Reporting to the Director of FP&A, you will help drive financial reporting, forecasting, planning, and ad-hoc financial analyses, including support for month-end close and ongoing improvements to financial planning processes and tools.

Responsibilities

• Assist with corporate P&L, Balance Sheet, and Cash Flow forecasts and annual plan, including understanding key drivers and balancing top-line growth with profitability.
• Collaborate cross-functionally with business leaders, accounting, and sales operations to improve monthly processes.
• Support month-end close with the accounting team by summarizing variances from forecasts and communicating results to executive stakeholders.
• Track business performance and KPI trends against operating plans; prepare budget-to-actual reporting for management and other key stakeholders, including board reporting.
• Help implement and maintain financial planning tools, including data validation and upkeep of forecast models.
• Improve financial processes and identify opportunities for system improvements to support growth.
• Support finance on special projects, ad-hoc analysis, and requests as needed, with an emphasis on process improvement and scalability.

Requirements

• Bachelor’s Degree in Accounting, Finance, Economics, or comparable field.
• 5+ years of FP&A, strategic planning, P&L management, or related experience, with a focus on software and technology.
• Expert in Excel and Google Sheets; comfortable with different modeling techniques and shortcuts; able to develop analyses and models that influence decisions.
• Able to meet deadlines and work in a fast-paced environment.
• Experience using ERP and financial planning systems.
• Able to operate in ambiguous environments while driving results, solving complex problems, and exercising judgment based on analysis of multiple sources of information.
• Very strong quantitative skills; strong ability to break down problems and connect insights across analyses.
• Deep expertise in SaaS and ASC 606 revenue recognition rules.

Preferred Qualifications

• Familiarity with Pigment.
• Familiarity with BI tools.
• SQL experience.

Compensation & Benefits

• Base salary: $125,000 - $170,000 USD (based on level of experience)
• Generous equity with an employee-friendly stock program
• Unlimited PTO
• Home office, co-working, and internet stipend
• Full benefits coverage for employees, with additional coverage available for dependents
• Up to 16 weeks of paid parental leave, regardless of path to parenthood
• Annual development allowance

Additional Information

• The organization cannot currently sponsor or support visa transfers at this time. In compliance with applicable law, all persons hired will be required to verify identity and eligibility to work.

Location

• Fully distributed role (distributed-first work model).