Financial Analyst

About The Role

The Financial Analyst role supports core FP&A and financial reporting functions across a fast-scaling technology business, grounded in US GAAP and SEC reporting requirements. The role owns forecasting, variance analysis, and management reporting, and partners closely with accounting on close processes and SOX-controlled workflows.

The role matters because the business is scaling quickly, and leadership needs accurate, timely analysis to make decisions on spend, hiring, and growth. This is a hands-on position with real ownership — not a reporting shop.

Key Responsibilities

Build and maintain driver-based financial models in Excel and Anaplan to support annual planning, quarterly reforecasts, and long-range plans Perform monthly variance analysis on revenue, OpEx, and margin versus budget, and present findings to finance leadership Partner with accounting managers on the monthly close, reviewing reconciliations and ensuring GAAP-compliant treatment of revenue recognition and accruals Support SOX compliance by documenting key controls, testing procedures, and remediation plans across financial processes Prepare management reporting packages and board materials, including KPI dashboards in Looker or Tableau Analyze unit economics, cohort performance, and SaaS metrics (ARR, churn, CAC payback) to inform pricing and go-to-market decisions Support SEC reporting workflows, including drafting and tie-out support for quarterly and annual filings What We Are Looking For 3-6 years of experience in FP&A, financial analysis, or public accounting (Big 4 or equivalent preferred) Bachelor's degree in Finance, Accounting, or Economics; CPA or CFA progress is a plus Deep understanding of US GAAP, including ASC 606 revenue recognition, and familiarity with SOX control frameworks Advanced Excel modeling skills; experience with Anaplan, Adaptive, or a comparable planning tool Comfort working with ERP data (NetSuite, Workday, or SAP) and BI tools (Looker, Tableau, or Power BI) Strong communication skills with the ability to explain financials to non-finance stakeholders Bonus: experience at a venture-backed or recently public technology company; exposure to SEC filing preparation; SQL proficiency