Financial Analyst

We are looking for a curious, detail-oriented Financial Analyst to join our FP&A team. This is a high-visibility role with direct exposure to senior leadership and cross-functional business partners. You'll support the full planning cycle — from monthly close and reporting to budgeting, forecasting, and ad hoc analysis — while building deep familiarity with our core operating systems. This is an ideal opportunity for someone early in their finance career who wants hands-on experience across both accounting and FP&A, and who thrives in a fast-paced, analytical environment.

Responsibilities

• Reporting & Analysis
  • Prepare and distribute recurring management reporting packages, including month-end financials, variance analyses, and KPI dashboards
  • Support ad hoc financial and operational analyses that inform business decisions
  • Translate data into clear, concise narratives for management audiences
• Budgeting & Forecasting
  • Assist in the annual budgeting process and quarterly reforecast cycles
  • Maintain and update financial models with actuals, forecast updates, and scenario assumptions
  • Partner with department heads to review their P&Ls, track spend against budget, and flag variances
• Accounting Close and Operational Support
  • Collaborate directly with the accounting team during monthly and quarterly close
  • Gain hands-on experience in Sage Intacct, including journal entries, accruals, and reporting
  • Review, code and approve vendor bills and credit card transactions in Bill.com in line with budget and vendor contracts including prepaid subscriptions
  • Record and reconcile daily bank activity with Sage Intacct
  • Assist with monthly / quarterly balance sheet account reconciliations
  • Support accounting team with ad hoc reporting requests
  • Ensure financial data integrity between source systems and reporting outputs
• Systems & Tools
  • Work daily in Sage Intacct, Salesforce, and Microsoft Excel
  • Leverage Claude (AI) to accelerate analysis, drafting, and research in day-to-day work
  • Identify opportunities to improve reporting efficiency and data workflows

Requirements

• Bachelor's degree in Finance, Accounting, Economics, or a related field
• 2–4 years of relevant experience (internships count)
• Proficiency in Microsoft Excel (pivot tables, VLOOKUP/XLOOKUP, financial modeling)
• Working knowledge of basic accounting concepts (debits/credits, accruals, P&L vs. balance sheet)
• Strong written and verbal communication skills
• Structured thinker with an analytical mindset and high attention to detail

Preferred Qualifications

• Experience with Sage Intacct or another ERP system
• Exposure to Salesforce or similar CRM
• Familiarity with AI tools (e.g., Claude, ChatGPT) in a professional context

Pay

The annual base salary for this role is $70,000-$90,000 with bonus eligibility.