Overview
This role provides high-quality financial planning, reporting, analysis, and insights across the organization.
Responsibilities
- Support Technology, Marketing, and Administrative leadership (Finance, HR, Legal, etc.) with all FP&A activities.
- Assist with the month-end close process by reviewing financial results and resolving variances, generating monthly board and executive financial statements, maintaining supporting schedules, and publishing reports that inform and drive business decisions.
- Participate in annual budget, rolling forecast, and 3-year strategic plan activities by preparing financial expense, balance sheet, and cash flow outlooks in collaboration with functional leaders.
- Leverage AI tools to accelerate analysis, improve the quality of financial narratives, and streamline recurring workflows.
- Support capitalized software tracking and ROI (Return on Investment) analysis in partnership with Technology and Accounting.
- Assist with M&A (Mergers & Acquisitions) due diligence and acquisition integrations, including various ROI/investment analyses.
Requirements
- Bachelor’s degree from an accredited college or university required, with a focus in Finance, Accounting, or related discipline.
- In the absence of a degree, equivalent work experience directly related to the key responsibilities of the role will be considered as a substitute for the degree.
- At least 5 years of progressive experience in financial analysis.
What You Bring
- Strong analytical and financial modeling skills.
- Ability to effectively communicate.
- Ability to manage multiple priorities and meet deadlines and deliverables.
- Knowledge of reporting systems (Hyperion, Workday Adaptive Planning, OneStream, etc.) and AI platforms Co-Pilot and Claude.
- Advanced Microsoft Excel skills.
- Experience in a lean, high-growth, private-equity backed SaaS and technology-enabled services environment where building, iterating, and improving are part of daily work.
- Excellent business partnering skills and ability to work collaboratively across teams.
- Ability to demonstrate initiative and ownership.
- Ability to adjust quickly to shifts in business priorities.
- Ability to work and thrive in a hybrid/remote work environment with limited opportunities for in-person interactions.
- Willingness and ability to attend virtual meetings with the laptop camera on.
Compensation & Benefits
- Full benefits starting Day 1: Medical, Dental, and Vision
- 401(k) with company match
- Unlimited Flex Time Off plus 10 company-paid holidays
- Remote-first role with a monthly communication stipend and one-time equipment stipend upon hire
- Professional development programs
- Tuition assistance (after 12 months of employment)
- Pet insurance
- Employee resource groups and exclusive employee discounts
Location
Hybrid/remote work environment with limited opportunities for in-person interactions.