Financial Analyst I

In this role, you will:

• Partner with Finance and business management as a trusted advisor, providing financial analysis and strategic insights for a business unit.
• Collect, consolidate, and analyze operational forecast data, tracking key changes and maintaining accurate financial records.
• Develop a deep understanding of business performance drivers, staying informed on key initiatives, challenges, and opportunities.
• Assist in budgeting, forecasting, and financial reporting for bookings, billings, and revenue.
• Provide financial reporting and analysis to support business and sales teams, enabling data-driven decision making.
• Adhere to monthly close process and interpret actual to forecast variance analysis on billings and revenue. 
• Assist management with ad-hoc requests, analysis, and reports.
• Assist with driving consistency and accuracy in reporting.
• Ensure day-to-day operational financial processes run smoothly while supporting continuous process improvements.
• Act as a key partner in financial planning, helping refine forecasts and validate business assumptions.
• Partner with Finance and Data & Analytics team to develop insightful reports and dashboards for management.
• Ensure conformance to corporate policies including Revenue Recognition and Ethics, along with all other company procedures.

Your background:

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 2+ years of relevant experience, preferably in the software/SaaS industry.
• Highly analytical with strong problem-solving skills and attention to detail.
• Ability to thrive in a fast-paced environment, managing multiple priorities under tight deadlines.
• Strong communication skills with the ability to present complex financial data in a clear and compelling manner.
• Excellent collaboration skills, with experience working cross-functionally across finance and business teams.
• Advanced proficiency in Excel, PowerPoint, and BI tools (Tableau experience a plus).

If this sounds like you and fits your experience and career goals, we’d be happy to chat.   

What we offer in return is the opportunity to experience a great company culture with wonderful colleagues to learn from and collaborate with and also to enjoy:  

• Medical, dental, vision, life & disability, and financial benefits (including 401(k) retirement savings plan. Tuition Reimbursement program. Additional voluntary benefits including crucial illness/hospital indemnity, identity theft protection, auto & home insurance, legal, and pet insurance. 
• Competitive salary, bonus, and best-in-class Employee Stock Purchase Program (ESPP) with a 27-month lookback
• Flexible paid vacation time, paid day off for your birthday, and company holidays. A variety of leave plans, including Parental Leave.
• Employee Assistance Program (EAP) and an employee well-being program focusing on physical, mental, and financial health.