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Formstack

Financial Analyst

Formstack

Financial Analyst supporting financial reporting, forecasting, and modeling at Intellistack, a leading provider of no-code productivity solutions.

Posted 4/30/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-Level💰 $105,000 per yearWebsite

About the role

Key responsibilities & impact
  • Maintain and update financial models, forecasts, and budgets with accuracy and attention to detail
  • Support preparation of monthly, quarterly, and annual reporting packages for management and Private Equity stakeholders
  • Track and maintain SaaS metrics and KPIs, ensuring data integrity across sources
  • Identify and flag inconsistencies in models or reports and escalate appropriately
  • Support cross-functional teams with ad hoc financial analysis and data pulls
  • Build working knowledge of the company's systems, data flows, and reporting cadences
  • Communicate clearly on task status, data questions, and preliminary findings
  • Take on increasing scope and ownership as skills and business knowledge develop

Requirements

What you’ll need
  • Bachelor's degree in Finance, Accounting, Economics, or a related field
  • 1 to 3 years of experience in FP&A, corporate finance, public accounting, or a similar analytical role
  • Foundational understanding of financial statements (income statement, balance sheet, cash flow)
  • Exposure to financial modeling and reporting; willingness to build these skills rapidly
  • Strong attention to detail and commitment to data accuracy
  • Ability to manage tasks independently with clear direction and defined timelines
  • Clear written and verbal communication skills
  • Proficiency in Excel; PowerPoint experience a plus

Benefits

Comp & perks
  • Equal opportunity employer committed to equitable hiring
  • Passionately dedicated to diversity in work and teams
  • Encouragement for individuals from all backgrounds to apply

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
financial modelingforecastingbudgetingfinancial analysisdata integritySaaS metricsKPI trackingfinancial statementsreporting
Soft Skills
attention to detailcommunication skillsindependent task managementproblem identificationcross-functional collaboration
Certifications
Bachelor's degree in FinanceBachelor's degree in AccountingBachelor's degree in Economics