Financial Analyst

Role Overview

The Financial Analyst will play a key role in supporting the GTM organization, working in partnership with the Marketing team and closely with the broader finance and accounting team. The role will involve building complex analyses, refining and mastering the ability to take vague business issues into concrete, refined, and clear analyses, and providing insights that frame business decisions and drive value creation.

What You Will Do

The Financial Analyst will resolve issues related to forecasting, planning, resource prioritization, and business performance, and will translate analyses into easy-to-consume KPIs and presentations. The role will also involve collaborating closely with the GTM operation team to ensure one single source of truth when it comes to financial KPIs, and presenting financial data and analytics to an executive audience with clear recommendations that influence business decisions.

Why It Might Be a Fit

The Financial Analyst will be viewed as a key liaison with the functional teams, and will be responsible for developing and continuously refining insightful dashboards and presentations. The role requires a strong ability to cultivate relationships and provide critical thought leadership, as well as a sharp analytical and modeling mindset.

Requirements

• 3+ years of experience in investment banking, equity research, management consulting, accounting, and/or high growth enterprise SaaS
• A Bachelor’s Degree (Preferably in Finance, Accounting or Economics)
• Prior experience supporting Sales and/or Marketing from an FP&A perspective in a SaaS company is highly desirable
• Strong knowledge of SaaS KPIs such as LTV:CAC, pipeline conversion metrics, cost per opportunity, or pipeline to spend ratios
• SQL skills highly preferred
• Ability to present to CFO, VP finance and GTM leadership on investment proposals and outcomes
• Possess a strong work ethic with a ‘get-it-done’ attitude
• Ability to develop and cultivate relationships with ease, and can have the nuanced ability to balance high level thinking with detail oriented execution is highly desirable
• Ability to prioritize objectives in a fast-paced environment to ensure key deliverables are met in a timely manner
• Efficient with managing tasks that require collaboration with stakeholders in different time zones

Benefits

• Comprehensive health, dental and vision coverage
• Generous parental leave policies
• Access to our Employee Assistance Program and various Wellness programs
• A 401K with company matching
• A Lifestyle Spending Account
• An unlimited vacation policy

Tagged as: Forecasting, SQL