Würk

Senior Financial Analyst

Würk

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $100,000 - $120,000 per year

Job Level

Senior

About the role

  • Conduct in-depth financial analysis, including forecasting, budgeting, and variance analysis to support strategic decision-making.
  • Prepare the annual budget and regularly monitor budget adherence, identifying areas for cost optimization.
  • Develop and maintain financial models and forecasts to predict future financial performance and support business decisions.
  • Develop and maintain key performance indicators (KPIs) to assess the company's financial health and performance.
  • Analyze market trends, industry benchmarks, and competitive landscape to provide recommendations for strategic financial planning.
  • Provide comprehensive financial models and projections for mergers and acquisitions and other investment opportunities.
  • Identify financial risks and recommend strategies for risk mitigation to safeguard the company's financial stability.
  • Prepare and present clear and concise financial reports to senior management, offering insights into financial trends and opportunities for improvement.
  • Collaborate with cross-functional teams to gather insights, support decision-making, and drive financial best practices across the organization
  • Have a solid awareness of the financial impact of business decisions across the organization, preparing reports and analyses as we plan for growth.
  • Assist the Controller and CFO with strategic financial planning and decision-making.
  • Serve as backup in performing daily bank reconciliation process for trust accounts
  • Assist Controller with internal and external audits
  • Provide support for month end close as needed

Requirements

  • Bachelor's degree in Finance, Accounting, Economics, or related field, CPA preferred
  • Minimum of 5-7 years of experience in financial analysis, preferably in a senior role.
  • Strong proficiency in financial modeling and data analysis, with advanced skills in Microsoft Excel and other data analysis tools
  • Knowledge of financial and CRM software and systems preferred (e.g. QuickBooks, UKG, Salesforce).
  • Solid understanding of US GAAP and its application to SaaS companies.
  • Excellent communication skills with the ability to present complex financial information to non-financial stakeholders.
  • Proven ability to meet deadlines and manage multiple projects simultaneously.
  • Proven track record of delivering high-quality financial analysis and insights.
  • Expertise in budgeting and accurate forecasting.
  • Proficient in creating financial models.
  • Strong analytical and problem-solving skills.
  • Attention to detail and accuracy.
  • Ability to work independently and as part of a team.
  • Excellent time management and organizational skills.
Benefits
  • Competitive medical, dental, and vision plans
  • 100% employer-paid basic life insurance, short term disability, and employee assistance programs
  • 401(k) traditional and Roth plans with Employer Match
  • Generous PTO, bonus, and stock options
  • $400 office equipment reimbursement
  • $300/year fitness reimbursement
  • Internet reimbursement
  • Paid professional development & tuition reimbursement
  • Generous referral bonuses
  • Paid parental leave
  • Remote-friendly work environment
  • Paid sabbatical leave program
Applicant Tracking System Keywords

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

Hard Skills & Tools
financial analysisforecastingbudgetingvariance analysisfinancial modelingdata analysisKPI developmentrisk mitigationmonth end closeauditing
Soft Skills
communication skillsanalytical skillsproblem-solving skillsattention to detailorganizational skillstime managementteam collaborationproject managementstrategic planningpresentation skills
Certifications
Bachelor's degree in FinanceBachelor's degree in AccountingBachelor's degree in EconomicsCPA