Financial Analyst

About the role

We are looking for a sharp, service-oriented Financial Analyst to join our FP&A team. You'll provide analytical support to sales and operations, helping drive forecasting, budgeting, and planning across the business.

What You Will Be Doing

• Own and maintain the forecasting and financial models that power our sales and revenue planning, including maintenance and support of our CRM (Zoho CRM).
• Partner closely with sales leaders to understand business drivers, surface insights, and turn them into recommendations that improve decision-making.
• Build and maintain recurring and ad hoc financial analysis - trend, variance, cohort, and pipeline analysis - to support revenue growth.
• Support the preparation of the annual budget and rolling forecasts, working cross-functionally to keep assumptions grounded and current.
• Analyze budget vs. actuals, flag material variances, and write the narrative that explains the “why” behind the numbers.
• Support and help build the analysis and presentations that go to investors, the board, and the executive team.
• Continuously improve reporting, find smarter ways to do the work, and help raise the bar on the finance team's tooling and processes.
• Other duties as assigned.

What You Bring to the Team by Way of Skills and Experience

• Bachelor’s degree in Finance, Accounting, or related field required. 2+ years of experience required.
• Advanced Excel skills - you're fluent in financial modeling, complex formulas, and large data analysis.
• CRM experience preferred.
• Strong analytical horsepower paired with sharp attention to detail and accuracy.
• Excellent communication and presentation skills - you can make numbers tell a clear story to non-finance audiences.
• A positive, service-oriented attitude and the flexibility to re-prioritize quickly in a fast-paced environment.
• Bonus if you have: hands-on experience with AI tools (Claude or Copilot), CRM (Zoho or HubSpot), SQL, BI tools (Tableau or PowerBI), and FP&A tools (Aleph, Datarails, or Vena).

What is in it for You and Why you Should Apply

• Market-competitive pay based on education and experience.
• Highly competitive medical, dental, vision, Life w/ AD&D, Short-Term Disability insurance, Long-Term Disability insurance, pet insurance, identity theft protection, and a 401k retirement savings plan.
• Employee wellness program.
• Employee rewards, discounts, and recognition programs.
• Generous company-paid holidays (12 per year), vacation, and sick time.
• Paid paternity/maternity leave.
• Remote work environment with monthly connectivity/home office stipend.
• A supportive and positive space for you to grow and expand your career.