Senior Financial Analyst

Posted 8 days agoViewed

View full description

💎 Seniority level: Senior, 3-5 years

📍 Location: United States

💸 Salary: 95000.0 - 100000.0 USD per year

🔍 Industry: Accounting

🗣️ Languages: English

⏳ Experience: 3-5 years

🪄 Skills: Financial ManagementCommunication SkillsAccountingBudgetingFinancial analysisData modeling

Requirements:

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)
Expert-level Excel skills with financial analysis formulas and data manipulation techniques because most daily work will be in Excel

Responsibilities:

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

Apply

Related Jobs

Apply

🔥 Senior Financial Analyst, FP&A

Posted about 19 hours ago

📍 United States, Canada

🧭 Full-Time

🔧 Requirements

3-6 years of experience in FP&A, corporate finance, or business analytics, preferably in a tech or high-growth environment
Proven ability to build models and extract actionable insights from large data sets in an ever evolving FP&A setting
Strong communication skills with the ability to influence and partner across departments
Advanced proficiency in Excel; experience with Google Sheets is a plus
Familiarity with Netsuite ERP, FP&A and expense tools (e.g., Planful, Navan, Zip, Reachdesk) is a plus
Experience working in technology organizations is an asset
Strong organizational skills with the ability to manage multiple deliverables collaboratively
Bachelor’s degree in Finance, Economics, Accounting, or a related field

💡 Responsibilities

Lead forecasting and monthly reporting for key operating cost categories including compensation, software, vendor services, and T&E
Provide actionable insights and trend analysis to guide business decisions and ensure alignment with budget
Collaborate with business teams and procurement to evaluate vendor spend and conduct cost-benefit analyses
Partner with Accounting to ensure accurate accruals and expense classification
Forecast payroll taxes and benefit expenses across global entities
Develop and maintain reporting tools to track performance against budget and identify efficiency opportunities
Support finance transformation initiatives, from process improvements to system integrations

Data AnalysisFinancial ManagementReportingBudgetingData visualizationFinancial analysis

Posted about 19 hours ago

Apply

🔥 Senior Financial Analyst, FP&A

Posted about 23 hours ago

📍 United States, Canada

🔧 Requirements

3-6 years of experience in FP&A, corporate finance, or business analytics, preferably in a tech or high-growth environment
Proven ability to build models and extract actionable insights from large data sets in an ever evolving FP&A setting
Strong communication skills with the ability to influence and partner across departments
Advanced proficiency in Excel; experience with Google Sheets is a plus
Familiarity with Netsuite ERP, FP&A and expense tools (e.g., Planful, Navan, Zip, Reachdesk) is a plus
Experience working in technology organizations is an asset
Strong organizational skills with the ability to manage multiple deliverables collaboratively
Bachelor’s degree in Finance, Economics, Accounting, or a related field

💡 Responsibilities

Lead forecasting and monthly reporting for key operating cost categories including compensation, software, vendor services, and T&E
Provide actionable insights and trend analysis to guide business decisions and ensure alignment with budget
Collaborate with business teams and procurement to evaluate vendor spend and conduct cost-benefit analyses
Partner with Accounting to ensure accurate accruals and expense classification
Forecast payroll taxes and benefit expenses across global entities
Develop and maintain reporting tools to track performance against budget and identify efficiency opportunities
Support finance transformation initiatives, from process improvements to system integrations

Data AnalysisFinancial ManagementMicrosoft ExcelAccountingReportingBudgetingData visualizationFinancial analysisBudget management

Posted about 23 hours ago

Apply

🔥 Senior Financial Analyst

Posted 9 days ago

📍 United States

🔍 Software/SaaS

🔧 Requirements

3+ years of progressive FP&A experience
Experience in global software/SaaS industry
Undergraduate degree in Finance or accounting, or MBA completion
Experience going through an annual planning or budget cycle

💡 Responsibilities

Assist with company-level financial and business analysis related to forecasting, month-end, quarterly reporting, and annual planning
Support all financial planning activities, including monthly recurring revenue projections, quarterly forecasts, and the annual operating plan
Partner with business leaders to manage financial performance and track functional performance toward financial objectives
Lead and participate in ad-hoc cross-functional teams and projects
Identify opportunities for process and system improvements to enhance efficiency and accuracy
Assist in acquisition due diligence, modeling, budgeting, and integration
Act as a leader and mentor within the FP&A team

LeadershipData AnalysisExcel VBACross-functional Team LeadershipFinancial ManagementCommunication SkillsAnalytical SkillsMicrosoft ExcelAccountingReportingBudgetingProcess improvementFinancial analysisSaaSBudget management

Posted 9 days ago

Apply

🔥 Senior Financial Analyst, Customer Forecasting and Deal Modeling

Posted 10 days ago

📍 United States

🧭 Full-Time

💸 114400.0 - 143000.0 USD per year

🔍 Payments

🏢 Company: Marqeta👥 1001-5000💰 Post-IPO Equity almost 4 years ago🫂 Last layoff about 2 years agoCryptocurrency Debit Cards Credit Cards Payments FinTech

🔧 Requirements

5+ years of experience in financial analysis, with a deep focus on customer forecasting and deal modeling.
A solid grasp of financial principles and their application in a dynamic business environment, including GAAP accounting practices.
Exceptional communication skills, with proven expertise in crafting and presenting financial decks to a diverse audience, including senior leadership.

💡 Responsibilities

Conduct in-depth financial analysis and provide executive leadership with relevant insights on performance of customers within your scope.
Build models to forecast the performance of your customers, from topline drivers through to gross profit, including deal modeling negotiations on existing and new customer programs.
Communicate monthly results of customer performance to sales teams to ensure they are best prepared to manage customer relationships, including building and presenting decks and providing and assisting with support files.

SQLExcel VBASnowflakeFinancial ManagementCommunication SkillsMicrosoft ExcelNegotiationAccountingPresentation skillsData visualizationFinancial analysisData modelingCustomer SuccessBudget managementPowerPoint

Posted 10 days ago

Apply

🔥 Senior Financial Analyst, Corporate FP&A

Posted 16 days ago

📍 Any state in the lower 48 of the US

🧭 Full-Time

💸 80000.0 - 130000.0 USD per year

🔍 SaaS

🔧 Requirements

2-5 years of experience in FP&A, Corporate Finance or similar role
Bachelor’s degree, preference for finance, accounting or quantitative field
Strong proficiency in Microsoft Office applications; advanced/expert skills in Excel required, experience with business intelligence tools (e.g. PowerBI) is a plus
Experience with financial modeling and interpreting financial statements is required

💡 Responsibilities

Develop and prepare detailed budget and forecast models to drive high-quality decision making and closely monitor business performance
Analyze trends in the business each month (monthly variance analysis of actuals, budgets and forecasts) and produce detailed reporting for senior management highlighting key trends, risks and opportunities
Collaborate with and challenge the business to deliver robust, accurate budgets and forecasts
Support the development and implementation of improvements to planning processes and ensure alignment with the Corporate FP&A timelines, processes and practices
Ensure timely and accurate reporting of financial performance and KPI’s
Provide insightful financial commentary on a monthly and ad-hoc basis
Support the continued buildout, development and improvement of KPI metric reporting
Act as a finance business partner to key stakeholders and leadership on strategic financial matters including analysis of underlying drivers of business performance and business case preparation
Aid decision making for senior leaders through robust financial analysis
Challenge financial performance compared to budget and forecast to identify key performance drivers as well as opportunities and risks
Partner with FP&A and Controllership team members on continuous improvements to the financial close and reporting processes and timelines
Work closely with financial control teams to ensure financials are well understood and clearly communicated

Data AnalysisFinancial ManagementMicrosoft ExcelBudgetingFinancial analysisSaaS

Posted 16 days ago

Apply

🔥 Senior Financial Analyst, Supply Chain - Hu Products and Enjoy Life Foods

Posted 16 days ago

📍 United States

🧭 Regular

💸 73900.0 - 101650.0 USD per year

🔍 Consumer Packaged Goods

🔧 Requirements

3 or more years of finance experience is required
Experience with financial systems, particularly SAP a plus
Strong Excel skills and technical skills are required
Need to be able to handle/analyze large amounts of data
Experience with variance analysis, transportation & logistics operations, P&L, and cost analysis
Ability to create and deliver excel models to facilities budgeting, forecasting and actual results analysis
Strong understanding of cost management and inventory management
Strong understanding of logistics operations including Sourcing & Deployment Mix, Mode Mix, Vehicle Fill Rate, Condition Type and impact to overall Budgets
Strong understanding of Transportation budgeting process in a dynamic logistics operation environment

💡 Responsibilities

Execute aspects of finance planning and performance management process and related financial decisions potentially including Annual Contract planning/forecasting, target development, financial performance reporting/analysis, financial modeling and decision support for Hu Products & Enjoy Life Foods.
Execute data collection and data integrity checks.
Contribute to a strong controls and compliance environment in area of scope and ensure full compliance with our policies.
Execute ad hoc analyses and projects as requested.
Support projects to improve efficiencies and improvements to ways of working and embrace a mindset of continuous improvement.
Contribute to a high-performing Finance team. You will also invest in personal development and the development of your Finance peers.

Data AnalysisExcel VBAFinancial ManagementMicrosoft ExcelAccountingReportingBudgetingFinancial analysisFinance

Posted 16 days ago

Apply

🔥 Senior Financial Analyst

Posted 25 days ago

📍 US

🧭 Full-Time

🔍 SaaS

🏢 Company: Bestow

🔧 Requirements

3–5 years of FP&A experience at a fast-growing enterprise software / SaaS company OR 2–3 years of investment banking experience
Superior financial analysis skills, including comfort with complex modeling and scenario analysis
Highly proficient in Microsoft Excel and Google Workspace; experience with Anaplan, Pigment, or similar financial planning tools preferred
Familiarity with SaaS operating metrics and business models (ARR, CAC, LTV, retention)
Exceptional presentation skills and attention to detail
Excellent communicator (written and verbal) with an ability to distill complex information into clear, data-supported narratives

💡 Responsibilities

Structure, build, and maintain complex financial and decision-making models, delivering insights and actionable recommendations to executives
Serve as a key liaison to executive leadership, presenting analysis, communicating insights, and supporting strategic initiatives with clear, concise narratives
Partner closely with functional leaders and budget owners to provide operational analysis, improve forecasting accuracy, and drive business performance
Support quarterly and annual budgeting cycles, dynamic forecasting, and long-range strategic planning
Develop insights leveraging key SaaS financial metrics (ARR, CAC, LTV, net revenue retention) to inform executive decision-making and investor reporting
Assist in the preparation of Board materials, investor reports, and other high-visibility deliverables with precision and executive polish
Prepare monthly and quarterly budget vs. actual variance analyses, with clear commentary and action-oriented recommendations
Lead frequent ad hoc financial analyses and cross-functional projects to support senior leadership and evolving business priorities
Support the buildout and maintenance of financial planning tools (e.g., Anaplan, Pigment) to enhance scalability and operational efficiency
Operate as a generalist across Bestow’s business units, gaining broad exposure to different functional areas and strategic initiatives

Excel VBAFinancial ManagementMicrosoft ExcelAccountingReportingBudgetingData visualizationFinancial analysisData modelingSaaSBudget management

Posted 25 days ago

Apply

🔥 Senior Financial Analyst

Posted 29 days ago

📍 United States

🧭 Full-Time

💸 85000.0 - 110000.0 USD per year

🏢 Company: SphereCommerce

🔧 Requirements

Bachelors in Finance or Accounting is required.
Minimum of 5 years of related experience required, payments experience a plus
Demonstrate excellent organizational and communication (both written and verbal) skills
Strong attention to detail and solid analytical skills a must
Advanced Excel skills, including working with lookups and pivot tables
Ability to collaborate with internal and external teams
Financial statement reporting experience

💡 Responsibilities

Consolidate Company’s financial data, conduct variance analysis, prepare financial packages, and present financial results to senior management
Work alongside business unit owners to prepare Budgets and Forecasts
Conduct analysis and produce materials for Board presentations
Provide financial support and manage the sales compensation plans, commission Payments, analysis and reporting
Manage partner residual calculations, payments & associated reporting
Provide daily, weekly & monthly sales KPI analysis and reporting
Build and maintain sales pricing models
Other special projects as assigned

Data AnalysisFinancial ManagementCommunication SkillsAnalytical SkillsCollaborationMicrosoft ExcelProblem SolvingAccountingAttention to detailOrganizational skillsTime ManagementWritten communicationMultitaskingMS OfficeVerbal communicationReportingBudgetingFinancial analysis

Posted 29 days ago

Apply

🔥 Senior Financial Analyst

Posted about 1 month ago

📍 United States

🧭 Full-Time

💸 97300.0 - 143000.0 USD per year

🔍 Payments

🏢 Company: MQ Referrals Only

🔧 Requirements

5+ years of experience in financial analysis, with a deep focus on customer forecasting and deal modeling.
A solid grasp of financial principles and their application in a dynamic business environment, including GAAP accounting practices.
Experience in SQL and especially Snowflake is very helpful.
Proven ability to to manage multiple cross-functional stakeholders, particularly in supporting sales teams in deal negotiations and understanding customer performance.
Exceptional communication skills, with proven expertise in crafting and presenting financial decks to a diverse audience, including senior leadership.
Strong analytical mindset, coupled with an emphasis on accuracy and attention to detail.
Ability to thrive in a fast-paced setting, readily adapting to evolving business requirements.
Prior experience with the financial intricacies of the issuing space and payment networks is a substantial advantage.

💡 Responsibilities

Conduct in-depth financial analysis and provide executive leadership with relevant insights on performance of customers within your scope.
Build models to forecast the performance of your customers, from topline drivers through to gross profit, including deal modeling negotiations on existing and new customer programs.
Communicate monthly results of customer performance to sales teams to ensure they are best prepared to manage customer relationships, including building and presenting decks and providing and assisting with support files.
Assist cross functional teams on building customer-facing review presentations that help customers best understand the value of their relationship with Marqeta.
Stay abreast with the latest trends in the payments industry, and how regulatory or industry changes or trends may impact Marqeta’s business and customers.
Continuously refine and optimize processes to ensure the efficiency and accuracy in financial reporting and analysis, including leveraging SQL to deepen your reach into complex data.

SQLExcel VBASnowflakeFinancial ManagementCommunication SkillsAccountingPresentation skillsBudgetingFinancial analysisData modeling

Posted about 1 month ago

Apply

🔥 Senior Financial Analyst - FP&A & Data Strategy

Posted about 2 months ago

📍 US

🔧 Requirements

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

💡 Responsibilities

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.

Data AnalysisFinancial ManagementAccountingBudgetingFinancial analysis

Posted about 2 months ago

Apply