Who you are

• Degree in Finance, Accounting, Economics, or similar
• 1-3 years job experience in an FP&A role
• Strong analytical and problem-solving skills
• Proficiency in common Excel features used in business and finance, e.g. VLOOKUP, pivot tables
• Proficiency in data visualization, e.g. Looker Studio, Excel or Google Sheets
• Entrepreneurial mindset: takes initiative and asks questions
• Sharp intuition for data accuracy while being comfortable working with ambiguity
• Can easily spot and analyze data anomalies and gaps
• Resourceful enough to piece together incomplete data in a presentable way
• Cross-team communicator; equally comfortable approaching peers and leadership team
• Pro-active at task automation for efficiency
• Prior experience with CRM (Hubspot or Salesforce) data is a plus
• Prior work experience at a B2B SaaS company a plus

What the job involves

• We are looking for a bright and curious analyst who will power our financial statements, forecasting, metrics, budgeting and business operations. Join our growing Finance team to find out what it’s like to collaborate across departments and with executive leaders to drive our shared goal of financial and operational excellence. You will flex your strong analytical skills to assess and maintain accurate business systems that multiple teams rely on for critical business decisions. You have a keen eye and infectious passion for data hygiene and the initiative to own problems and drive them to a solution
• This role is ideal for someone who is motivated to accelerate their experience in financial planning and business operations by taking on challenging problems while efficiently automating repetitive tasks. A successful candidate can perform multiple depths of analysis on any data set and communicate insights clearly across departments and different audiences
• Assist in the preparation of timely and accurate GAAP financial statements, board reporting, budgets, and KPIs to drive growth and smart decision-making
• Curate the data in our systems of business records that are critical for our next stage of growth, including our CRM and internal KPI reporting
• Design and communicate daily, weekly, and monthly SaaS metric reports team leaders and company-wide meetings using insightful data visualizations
• Articulate quantitative insights to management that will be used on a daily basis to drive decision-making
• Support Go-To-Market teams (Sales, Demand Generation, and Customer Success) with their weekly forecasting from several software systems
• Publish Daily Flash Report for founders on key daily KPIs and system statuses relating to KPIs, cost and resource management, and operations statuses
• Perform strategic market research into current and new markets
• Perform financial modeling and scenario-building to stress test assumptions and investigate new opportunities
• Drive cash flow and accounting excellence by owning administrative tasks in our invoicing, accounting, and tax systems
• Support a seamless annual audit and regulatory compliance certifications as needed
• Assist in the preparation and analysis of monthly GAAP financial reports, ensuring accuracy and timely delivery
• Help maintain documentation of financial processes and procedures to ensure compliance and efficiency
• Other duties assigned

Benefits

• Flex Time, All the Time: We believed in flexible hours and work from home days before it became the norm. We encourage a flow that works best for you
• Benefits and Perks: Our benefits cover everything from your trip to the dentist to massage therapy. We offer online learning, the right hardware to succeed, and time to hang out via yoga, donut chats, Gather, and more!