Role Overview

Conduct in-depth financial analysis, including forecasting, budgeting, and variance analysis to support strategic decision-making.
Prepare the annual budget and regularly monitor budget adherence, identifying areas for cost optimization.
Develop and maintain financial models and forecasts to predict future financial performance and support business decisions.
Develop and maintain key performance indicators (KPIs) to assess the company's financial health and performance.
Analyze market trends, industry benchmarks, and competitive landscape to provide recommendations for strategic financial planning.
Provide comprehensive financial models and projections for mergers and acquisitions and other investment opportunities.
Identify financial risks and recommend strategies for risk mitigation to safeguard the company's financial stability.
Prepare and present clear and concise financial reports to senior management, offering insights into financial trends and opportunities for improvement.
Collaborate with cross-functional teams to gather insights, support decision-making, and drive financial best practices across the organization
Have a solid awareness of the financial impact of business decisions across the organization, preparing reports and analyses as we plan for growth.
Assist the Controller and CFO with strategic financial planning and decision-making.
Serve as backup in performing daily bank reconciliation process for trust accounts
Assist Controller with internal and external audits
Provide support for month end close as needed

Requirements

Bachelor's degree in Finance, Accounting, Economics, or related field, CPA preferred
Minimum of 5-7 years of experience in financial analysis, preferably in a senior role.
Strong proficiency in financial modeling and data analysis, with advanced skills in Microsoft Excel and other data analysis tools
Knowledge of financial and CRM software and systems preferred (e.g. QuickBooks, UKG, Salesforce).
Solid understanding of US GAAP and its application to SaaS companies.
Excellent communication skills with the ability to present complex financial information to non-financial stakeholders.
Proven ability to meet deadlines and manage multiple projects simultaneously.
Proven track record of delivering high-quality financial analysis and insights.
Expertise in budgeting and accurate forecasting.
Proficient in creating financial models.
Strong analytical and problem-solving skills.
Attention to detail and accuracy.
Ability to work independently and as part of a team.
Excellent time management and organizational skills.

Benefits

Competitive medical, dental, and vision plans
100% employer-paid basic life insurance, short term disability, and employee assistance programs
401(k) traditional and Roth plans with Employer Match
Generous PTO, bonus, and stock options
$400 office equipment reimbursement
$300/year fitness reimbursement
Internet reimbursement
Paid professional development & tuition reimbursement
Generous referral bonuses
Paid parental leave
Remote-friendly work environment
Paid sabbatical leave program

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Finance

Senior Financial Analyst