Job Summary
Delivers high-quality financial planning, reporting, analysis, and insights across the organization.
What You'll Do
Supports Technology, Marketing, and Administrative (Finance, HR, Legal, etc.) leadership with all FP&A activities.
Assists 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 a variety of reports to inform and drive business decisions.
Participates in annual budget, rolling forecast, and 3-year strategic plan activities by preparing financial expense, balance sheet, and cash flow outlooks by collaborating with functional leaders.
Leverages AI tools to accelerate analysis, improve the quality of financial narratives, and streamline recurring workflows.
Supports capitalized software tracking and ROI (Return on Investment) analysis in partnership with Technology and Accounting.
Aids in M&A (Mergers & Acquisitions) due diligence and acquisition integrations, and various ROI/investment analysis.
Education
A bachelor’s degree from an accredited college or university is 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.
What You Bring
At least 5 years of progressive experience in financial analysis.
Must also be able to demonstrate the following knowledge, skills and abilities:
Strong analytical and financial modeling skills.
Ability to effectively communicate.
Able to use time, energy and resources 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.
Comfortable operating in a lean, high-growth, private-equity backed SaaS and technology-enabled services environment where building, iterating, and improving are part of the daily rhythm.
Excellent business partnering skills and can work collaboratively across teams.
Ability to demonstrate initiative and ownership.
Can easily adjust to shifts in priorities as the needs of the business change.
Able to work and thrive in a hybrid/remote work environment that has limited opportunities for in-person interactions.
Willing and able to attend virtual meetings with the laptop camera on.
Other Position Requirements
We are unable to provide visa sponsorship for this position. Candidates must be legally authorized to work in the United States without the need for employer sponsorship, now or in the future.
What We Offer:
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