Apply

Senior Financial Analyst

Posted 9 days agoInactiveViewed

View full description

💎 Seniority level: Senior, 3-6 years

📍 Location: AZ, CA, CO, FL, GA, KS, KY, IA, ID, IL, IN, LA, MA, ME, MI, MN, MO, NC, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI

💸 Salary: 110000.0 - 135316.0 USD per year

🏢 Company: ShipBob, Inc.

🗣️ Languages: English

⏳ Experience: 3-6 years

🪄 Skills: SQLMicrosoft ExcelAccountingBudgetingData visualizationFinancial analysisPowerPoint

Requirements:
  • 3-6 years of experience in Commercial Finance, FP&A, investment banking, consulting, or another related field.
  • Excellent financial modeling skills and understanding of financial statement analysis including balance sheet and cash flow statement.
  • High comfort level with Netsuite, Microsoft Excel, Word and Powerpoint.
  • Working knowledge of SQL is preferred.
Responsibilities:
  • Complete research on the P&L each month and communicate key performance drivers and variances to plan to senior management.
  • Prepare monthly and quarterly financial reporting presentations for investors and the board highlighting key business metrics, variance to budget and other relevant trends.
  • Assist in the preparation of the annual operating plan by engaging with VPs to build appropriate plans and targets and convert this into the financial budget.
  • Collaborate with partners to strategize and report on weekly performance, especially related to revenue, marketing, customer service and operations. Provide a timelier outlook on gross margin levers and shifts in ship margin.
  • Connect with revenue and merchant success teams to build bottoms up forecasts and timely provide areas of risks and opportunities.
  • Provide insightful study of key operational business metrics, develop margin and COGS analysis and communicate findings to respective business partners.
  • Additional duties and responsibilities as necessary.
Apply

Related Jobs

Apply

📍 United States

  • CPA (or equivalent) designation preferred
  • Bachelor’s degree in Accounting, Finance or Business Administration is required
  • Master's degree in Accounting, Finance, or Business Administration preferred
  • 4-6 years of experience in Public Accounting/Consulting or similar Analyst role in a large, complex organization
  • Strong background in corporate finance
  • Excellent financial modeling and Excel skills
  • Effective communicator and influencer
  • Ability to work cross-functionally
  • Lead and execute financial planning processes including the annual budgeting process, quarterly forecasts, and long-term financial planning.
  • Prepare quantitative and qualitative analyses based on review of monthly financial results against budget, forecast, and prior year.
  • Serve as strategic partner to senior leaders translating business problems into more specific questions that can be answered through analytics to aid in the achievement of targeted results.
  • Build financial and operating models to solve complex problems by providing data-driven insights and advice to inform strategic decisions.
  • Prepare and present actionable recommendations from analysis in a clear and compelling format.
  • Continually improve financial processes, reporting tools, and systems for enhanced efficiency, accuracy, and strategic decision-making.
  • Develop and maintain complex financial models to measure performance of client accounts across product offerings, inform on opportunities for further growth, and identify risk to achievement of targets.
  • Partner with stakeholders to understand operational drivers, translating them into financial impact to maintain the forecast and manage the spend within their respective cost centers.
  • Identify areas for improvement in profitability and hold operational leadership accountable to results.
  • Collaborate with finance team members to ensure that forecasting and budgeting for client accounts is reflective of company initiatives being pursued.
  • Create simplified, consistent, and actionable solutions to abstract ideas balancing big picture thinking with acute attention to detail.
  • Provide in-depth analysis of financial performance, identifying trends, variances, and key performance indicators, and offer actionable insights to senior leadership to optimize performance of client accounts.
  • Demonstrate the ability to work in a fast-paced environment, meet time-sensitive deadlines, and work well through ambiguity and complexity.

Data AnalysisFinancial ManagementAccountingBudgetingFinancial analysis

Posted 2 days ago
Apply
Apply

📍 United States

🧭 Full-Time

💸 142000.0 - 167000.0 USD per year

🔍 SaaS

🏢 Company: Vanta👥 501-1000💰 $150,000,000 Series C 8 months agoInternetArtificial Intelligence (AI)ComplianceCyber SecuritySoftware

  • 4+ years of corporate finance, investment banking or comparable experience with fast-paced start-up (ideally SaaS) in Strategic Finance or FP&A
  • Advanced proficiency in Excel, PowerPoint, Google Docs/Sheets/Slides
  • Bonus for experience in SQL and NetSuite
  • Strong capability to tackle projects, extract key insights, and translate them into actionable strategies that drive business impact.
  • Ability to work effectively and establish relationships with business partners.
  • Excellent verbal and written communication skills, capable of conveying financial insights in a comprehensible and engaging manner.
  • Be highly entrepreneurial and comfortable owning your work in a fast-paced environment
  • Bachelor's degree in Economics, Finance, or other analytical discipline
  • Collaborate cross-functionally: Act as a trusted Finance partner for go-to-market teams and their leaders. Enable key stakeholders on insights produced and provide recommendations to improve business outcomes.
  • Exhibit financial expertise: Help drive the budget, operating model, and long-term financial plan for Vanta go-to-market initiatives
  • Deliver strategic insights: Lead financial efforts and provide insights on various projects such as sales team resourcing and forecasting, return on investment for marketing spend, top-line ARR and KPI reporting, and external benchmarking
  • Think critically: Identify topics that merit further investigation and utilize data and frameworks to provide new perspective
  • Deliver results: Prepare recommendations on incremental investment opportunities by weighing financial and strategic trade-offs

SQLData AnalysisMicrosoft ExcelBudgetingData visualizationFinancial analysisFinancePowerPoint

Posted 8 days ago
Apply
Apply

📍 United States

🧭 Full-Time

💸 95000.0 - 100000.0 USD per year

🔍 Accounting

  • 3-5 years of full-time 3-statement financial modeling experience in any of these environments: venture capital, start-up, accounting firm, or at a financial services consulting firm
  • Bachelor’s Degree in Finance, Accounting, or Economics (or a related major)
  • Must be willing to work core business hours in their local time zone (approximately 8am to 5pm local time)
  • 3 Statement Modeling – updating and developing new integrated 3-statement models
  • Excel – expert-level Excel skills with financial analysis formulas and data manipulation techniques because most daily work will be in Excel
  • Prioritizing – excellent time management, able to frequently reprioritize and still meet deadlines
  • Communication – know how and when to set expectations, communicate changes in timelines, and when to ask for help
  • Support clients in finance engagements (25-30 hours per week)
  • Develop and maintain 3-statement financial models in Excel (25-30 hours per week)
  • Provide advice, financial analysis, and client support
  • Meet and communicate with startup founders and executives
  • Actively communicating with internal teams (3-5 hours per week)
  • Professional development and training as required by management
  • Any other duties and tasks to support business needs as directed by management

Data AnalysisFinancial ManagementCommunication SkillsAnalytical SkillsAccountingBudgetingFinancial analysis

Posted 16 days ago
Apply
Apply

📍 United States

Data AnalysisExcel VBAFinancial ManagementMicrosoft ExcelAccountingPresentation skillsReportingBudgetingStrong communication skillsData visualizationFinancial analysisFinanceBudget management

Posted 16 days ago
Apply
Apply

📍 United States

🔍 SaaS, Investment Banking, Private Equity

🏢 Company: Jobgether👥 11-50💰 $1,493,585 Seed about 2 years agoInternet

  • Bachelor's degree in Finance, Accounting, or a related field.
  • 5+ years of experience in Finance, particularly within a SaaS company, Investment Banking, Private Equity, or related industries.
  • Advanced proficiency in financial analysis, model building, and data manipulation.
  • Strong expertise in Excel, PowerPoint, Google Sheets/Slides.
  • Excellent communication skills with the ability to synthesize complex financial data for a variety of stakeholders.
  • Manage and analyze revenue forecasts, highlighting variances and providing insights on key business drivers.
  • Develop and refine a driver-based revenue model, ensuring it reflects the impact of business changes and trends.
  • Build strong relationships with cross-functional teams to improve forecast accuracy, optimize processes, and establish measurement rigor.
  • Deliver high-quality quantitative and qualitative analyses to support business decisions.
  • Provide ad-hoc analyses to assist in operational and strategic decision-making.

Data AnalysisFinancial ManagementCommunication SkillsAnalytical SkillsAccountingReportingCross-functional collaborationFinancial analysisData modelingSaaSBudget managementPowerPoint

Posted 17 days ago
Apply
Apply

📍 United States

🧭 Full-Time

💸 99000.0 - 109000.0 USD per year

🏢 Company: EquipmentShare

  • At least 5-10 years of experience or education focused on financial and data analysis
  • Bachelor's degree in Accounting/Finance, Statistics, Economics or related field
  • Expert-level Microsoft Excel/Google Sheets skills
  • SQL experience required; Alteryx experience a plus
  • Lead preparation and analysis of OWN program contractor payout materials
  • Support equipment sales and tracking into the OWN program schedules
  • Develop a forecasting process to understand sensitivities to changes in valuations and/or utilization
  • Implement best practices in financial analysis to support continuous improvement of processes
  • Responsible for identifying roadblocks to scaling and implementing automations to solve for those problems

SQLData AnalysisMicrosoft ExcelReportingBudgetingData visualizationFinancial analysis

Posted 18 days ago
Apply
Apply

📍 United States

🧭 Full-Time

💸 94000.0 - 140000.0 USD per year

🏢 Company: Oura👥 251-500💰 $75,000,000 Series D 4 months agoWearablesMobile AppsHealth Care

  • 4-6 years of relevant finance experience.
  • Strong proficiency in Excel/Google Sheets, working with planning tools (e.g. Anaplan) preferred.
  • Established experience in Financial Planning and Analysis and a familiarity with annual planning, forecasting and reporting.
  • Exceptional attention to detail, ensuring accuracy and precision of financial data and resolving discrepancies effectively.
  • Ability to work cross functionally and experience communicating with or presenting to people at all levels of the organization with varying levels of financial literacy.
  • A self-starter attitude, with a demonstrated ability to operate well with ambiguity and build things from scratch.
  • Ability to learn and adapt quickly to new systems and tools.
  • High integrity, intellectual curiosity, self awareness, and a self starter attitude.
  • Act as the Finance Business Partner for the Hardware and Software Engineering, Science, Product and Design functions, focusing on forecasting and budget planning as well as maintaining and evolving budget vs. actuals reporting for business partners.
  • Partner with business leaders in managing the headcount forecast of the R&D Product organization, tracking changes to headcount at a departmental level and ensuring the managers are hiring according to the approved plan.
  • Create clear and informative reporting regarding investments by project where costs are spread across multiple departments and cost centers.
  • Assist in driving month-end close and reporting processes, partnering closely with accounting on ensuring accuracy of financials and providing insights/commentary on company results relative to plan/forecast.
  • Extract and analyze company-wide financial statements as well as operating expense data, ensuring all relevant reporting models and templates are accurate and up to date.
  • Support the preparation of key monthly and quarterly deliverables including Monthly Flash presentations, Board meeting materials, Quarterly Business Reviews and others.
  • Consolidate financial inputs from not only Product teams but also cross-functional partners, integrating headcount, OpEx, and CapEx forecasts into comprehensive models and reports to ensure alignment with company-wide objectives and strategic goals.
  • Identify opportunities to streamline and automate financial reporting processes, enhancing efficiency and accuracy across monthly and quarterly deliverables.
  • Drive best practices as it pertains to reporting and the utilization of data from a number of sources.
  • Prepare other ad hoc analysis and modeling as needed.

SQLData AnalysisFinancial ManagementCommunication SkillsAnalytical SkillsMicrosoft ExcelAttention to detailReportingBudgetingFinancial analysisBudget management

Posted 24 days ago
Apply
Apply
🔥 Senior Financial Analyst - FP&A
Posted about 1 month ago

📍 United States, Canada

🧭 Full-Time

🔍 Professional Services

🏢 Company: NewRocket👥 501-1000InternetInformation TechnologySoftware

  • Bachelor's degree in Finance, Economics, Accounting, or related field.
  • 2-5 years of experience in Investment Banking, Corporate Finance, or FP&A.
  • Advanced proficiency in Microsoft Excel.
  • Ability to interpret complex financial data.
  • Excellent communication and presentation skills.
  • Attention to detail and ability to work independently.
  • Experience with financial systems and data visualization tools is a plus.
  • Partner with Sales and Delivery teams for financial insights.
  • Lead financial planning, budgeting, and forecasting processes.
  • Develop and maintain financial models for revenue and margins.
  • Prepare financial reports and dashboards for senior management.
  • Conduct variance analysis to identify trends and opportunities.
  • Support pricing strategies and profitability analysis.
  • Automate and optimize financial reporting processes.
  • Collaborate with cross-functional teams.
  • Provide ad-hoc financial analysis as needed.

Microsoft ExcelBudgetingData visualizationFinancial analysis

Posted about 1 month ago
Apply
Apply
🔥 Senior Financial Analyst
Posted about 1 month ago

📍 USA

🧭 Full-Time

💸 98000.0 - 130000.0 USD per year

🔍 SaaS

🏢 Company: MariaDB plc

  • Bachelor's degree in business, finance or accounting
  • 8+ years of experience in a financial-based position
  • Good understanding of GAAP
  • Sound analytical skills
  • Strong Excel skills and familiarity with SQL or BI tools
  • Experience with NetSuite
  • Familiarity with Google Workspace
  • Fluency in English
  • Execute monthly financial reporting
  • Design and enhance financial forecasting tools
  • Provide insight reporting to senior management
  • Act as a business partner to internal teams
  • Develop partnerships with stakeholders
  • Provide meaningful business review and financial insight
  • Present analytical support for business decisions
  • Work with Accounting on monthly close process
  • Partner with Engineering and Product Management on cloud spend

SQLData AnalysisSalesforceBudgetingFinancial analysisSaaS

Posted about 1 month ago
Apply
Apply
🔥 Senior Financial Analyst
Posted about 2 months ago

📍 US

🧭 Full-Time, Part-Time

🔍 Professional services consultancy

🏢 Company: SPRCHRGR👥 51-100AccountingConsultingBusiness IntelligenceFinancial ServicesBusiness DevelopmentInformation TechnologyProfessional ServicesSoftware

  • 3+ years of experience in financial planning, analysis, and modeling within high-growth companies or in a client service firm
  • Minimum 1 year experience as a Senior FP&A or equivalent
  • Investment banking or private equity experience is a plus
  • 1+ year working with or at a high-growth or early-stage company
  • Excellent analytical and communication skills
  • Ability to synthesize meaningful themes from quantitative and qualitative data
  • Firm grasp of accounting principles
  • Proactive and client-centric attitude
  • Fast learner with ability to effectively prioritize and manage time
  • Hungry for experience in fast-paced, dynamic business environments
  • Proficient in Microsoft Excel, Google Sheets, PowerPoint, learning new software
  • Develop in-depth financial forecast models for clients
  • Create budgets, operating plans, and strategic scenario models
  • Analyze current market trends and competition of clients’ industries
  • Evaluate and monitor key performance indicators
  • Ad-hoc reporting and analysis
  • Prepare presentations to board of directors and senior management of clients
  • Collaborate to solve ad-hoc technical finance and accounting challenges
  • Assist with systems implementations and custom software solutions

Data AnalysisBudgetingFinancial analysisPowerPoint

Posted about 2 months ago
Apply