Assist with building and maintaining financial models, forecasting revenue and expenses and ad hoc analysis
Conduct market research and analysis to support informed decision-making
Participate in the budgeting process, analyze variances to identify trends, and partner cross-functionally with Product and Sales in identifying cost optimization opportunities
Support the Accounting Team on month-end close process and partner with RevOps team to drive sales and pipeline forecasting accuracy.
Assist in reporting automation efforts and improve upon the existing robust financial processes

Requirements

4+ years of experience in FP&A, strategic finance, investment banking or equity research, preferably at either a high-tech or enterprise software company
Experience in investment banking
Advanced financial modeling skills (three statement model, valuation, and pricing analyses)
Deep experience with various financial applications, including ERP, CRM, and financial planning applications (Salesforce, Clari, NetSuite etc.) is a plus
Strong proficiency in Microsoft Office Suite (Excel is a must)
Strong communication skills and sense of ownership
Ability to balance strategic initiatives and tactical execution is a must
SaaS experience or knowledge applicable key metrics (ARR, MRR, CAC, Churn, LTV, Pipeline) strongly preferred
Bachelor’s degree in Finance, Accounting, Economics, or a related field.

Benefits

Health Insurance (Medical, Vision, Dental)
Unlimited PTO
Early Equity
401K

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills

financial modelingthree statement modelvaluation analysispricing analysismarket researchbudgetingvariance analysisreporting automationcost optimizationpipeline forecasting

Soft skills

communication skillsownershipstrategic thinkingtactical execution