Financial Analyst

About the role

We are hiring a Financial Analyst to support the scaling of Finance as Forage expands across multiple business lines (Core EBT, Consumer, HSA/FSA, WIC) and transitions toward GAAP-compliant reporting. This role will operate at the intersection of accounting and FP&A.

Responsibilities

• Accounting & Operations Support
• Transition toward GAAP-compliant accounting
• Aid with month-end, quarter-end, and year-end close processes
• Prepare accruals, prepaids, and revenue-related schedules
• Perform balance sheet reconciliations
• Help improve and scale accounting operations and close discipline
• Support AR/AP process improvements and documentation
• Aid with compliance reporting, filings, and internal control development
• FP&A & Strategic Finance
• Build and maintain financial models across multiple business units (Core EBT, Consumer App, HSA/FSA, expansions)
• Support consolidated forecasting and re-forecasting
• Assist with pricing analysis and unit economics modeling
• Analyze gross margins and cost drivers across BUs
• Prepare reporting packages and variance analysis
• Support new business line launches from a financial modeling perspective
• Aid with board and investor reporting preparation
• Contribute to ad hoc analyses tied to growth initiatives and strategic decisions

Qualifications

• 3–5 years of experience in finance, accounting, or FP&A
• Strong understanding of GAAP fundamentals
• Experience participating in month-end close (accruals, prepaids, reconciliations)
• Experience building and maintaining financial models and projections
• Advanced Excel or Google Sheets skills (comfortable building models from scratch)
• Strong analytical and problem-solving skills
• High attention to detail and ownership mindset
• Ability to manage multiple workstreams in a fast-paced environment

Preferred but not required

• Background in Big 4 audit or accounting advisory
• Experience at a high-growth startup or fintech company
• Exposure to revenue recognition (ASC 606)
• Experience building multi-scenario financial models
• Familiarity with transaction-based or payment processing revenue models
• Experience with stock-based compensation accounting
• Experience supporting audits or GAAP transition
• Familiarity with payment processing or transaction-based revenue models
• Experience with accounting systems (e.g., QuickBooks or similar ERP tools)

Pay

Your base salary would fall within the bands below. Please keep in mind that the equity portion of your offer is not included in these numbers and represents a significant part of your total compensation.

Financial Analyst: $115k-$135k, depending on experience and location.

Benefits

• Meaningful work that makes a positive impact on our society
• 100% of Medical, Dental and Vision coverage for yourself and dependents
• Enjoy regular team lunches at our San Francisco office, fostering collaboration and connection over great food
• A fun and caring environment that prioritizes transparency, growth, and ownership
• A talented, high-achieving, and humble team with diverse backgrounds and viewpoints

Schedule

We are a full-time position based in our San Francisco HQ.

Application Instructions

To apply, please complete the form above.