Financial Analyst
ActiveCampaign
full-time
Posted on:
Location Type: Hybrid
Location: Chicago • Illinois • 🇺🇸 United States
Visit company websiteSalary
💰 $77,520 - $106,590 per year
Job Level
JuniorMid-Level
Tech Stack
AWS
About the role
- Own the monthly financial close for Tech & Product, meticulously managing accruals and performing deep-dive variance analysis to ensure forecasting accuracy
- Act as a strategic partner to Technology and Product leaders, presenting and interpreting monthly financial performance (budget vs. actuals) and highlighting key trends and drivers to inform immediate business decisions
- Architect and manage the comprehensive headcount and vendor spend forecasts, proactively collaborating with HR and Procurement teams to manage the organization's resource plan
- Develop and maintain sophisticated, driver-based financial models, specifically owning the data & hosting (AWS) forecast using customer-centric cost modeling principles
- Conduct and synthesize advanced financial analysis (e.g., R&D spend visibility, product investment ROI) into clear, concise, and actionable recommendations for senior business stakeholders
- Support the annual budget process and contribute to the preparation of materials for quarterly Board of Directors updates, providing a critical view of our strategic investments.
Requirements
- 2-3 years of hands-on experience in Financial Planning & Analysis (FP&A), with significant exposure to or prior experience supporting technology or software companies
- A Bachelor's degree in Finance, Business Administration, Accounting, or a related field
- Exceptional analytical and financial modeling skills, with advanced proficiency in Excel/Google Sheets, and the talent to distill complex financial data into clear, actionable insights
- Experience with product investment ROI modeling, analyzing how product decisions drive financial outcomes across customer acquisition, retention, and monetization/expansion
- Prior experience with Amazon Web Services (AWS) cost modeling and forecasting or knowledge of SaaS business models and technology industry trends
- Exceptional communication skills and a proven ability to present and translate complex financial information and recommendations to non-finance, executive-level audiences
- Proficiency in financial systems (experience with NetSuite and Looker is a significant plus)
- A detail-oriented and highly organized approach, with the proven ability to manage multiple priorities simultaneously in a fast-paced environment
- A curiosity and willingness to leverage AI and new tools to continuously improve and streamline financial processes.
Benefits
- Comprehensive Health & Wellness: Top-tier benefits package that includes a fully-covered High Deductible Health Plan (HDHP), complimentary access to telehealth services, and a free subscription to Calm.
- Growth & Development: Access to LinkedIn Learning, professional development programs, and career growth opportunities in a fast-growing organization.
- Generous Paid Time Off: Recharge and take the time you need to maintain work-life balance with open PTO.
- Total Rewards: Generous 401(k) matching with immediate vesting, quarterly perks with commuter and lunch benefits for hub based employees or a stipend for remote workers, and a four-week paid sabbatical with bonus after five years.
- Collaborative Culture: Work alongside brilliant, passionate colleagues in an environment that values innovation, teamwork, and mutual support.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
Financial Planning & Analysis (FP&A)financial modelingvariance analysisaccruals managementbudgetingcost modelingR&D spend analysisproduct investment ROI modelingdata analysisExcel
Soft skills
analytical skillscommunication skillsorganizational skillspresentation skillsdetail-orientedcuriositycollaborationtime managementproblem-solvingstrategic thinking