Own topline KPI reporting and analysis for weekly management meetings.
Support the preparation of monthly reporting packages and quarterly board materials for investors.
Translate financial data into clear, actionable insights for cross-functional teams.
Analyze product lines, customer groups, and business segments to identify performance drivers and predict future trends.
Partner on the development of business cases for new initiatives, product launches, or acquisitions.
Build and refine financial models to support forecasting and strategic planning.
Identify opportunities for margin improvement through pricing strategies and cost efficiencies.
Define, refine, and implement KPIs that drive accountability and operational excellence.
Benchmark performance against industry peers to uncover areas for improvement.
Leverage data and systems to propose enhancements to internal operations and decision-making.

Requirements

3+ years in FP&A, management accounting, consulting, or a similar analytical role in a fast-paced environment.
Strong accounting fundamentals.
Advanced spreadsheet proficiency (Excel, Google Sheets), strong financial modeling, and fluency with Google Slides/Docs.
Comfortable extracting and transforming data from tools like QuickBooks, Salesforce, and other business systems to support analysis and reporting; experience with SQL, ETL, data cleaning, and data visualization tools a plus.
Strong intellectual curiosity, analytical rigor, and a passion for continuous learning and improvement.
Ability to prioritize strategically, communicate clearly, and drive actionable recommendations.
Bachelor's degree or Master's degree in Finance, Accounting, Economics, or a related field.

Benefits

Flexible Work Environment
Health and Wellness: Comprehensive medical, dental, vision, life, and disability benefits, along with wellness and telework stipends.
Time Off: Generous vacation time to recharge and balance life outside work.
In-Office Perks: Enjoy dog-friendly offices and unlimited snacks or refreshments onsite.

Applicant Tracking System Keywords

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

Hard Skills & Tools

financial analysisfinancial modelingKPI reportingdata transformationdata visualizationaccounting fundamentalsforecastingpricing strategiescost efficienciesETL

Soft Skills

analytical rigorintellectual curiositystrategic prioritizationclear communicationactionable recommendationscontinuous learningcross-functional collaborationoperational excellenceperformance benchmarkinginsight generation