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Financial Analyst

FinQuery
United StatesRemotefull_timeVerifiedPosted 23 May 2024

About the role

FinQuery is looking for a Financial Analyst to join our team. The Financial Analyst is a key financial position supporting our dynamic SaaS business.  Initial responsibilities will focus on providing detailed financial and operational reporting and enhancing/create key performance indicators (“KPI”). This position will report to the Director of Finance and will work closely with all cross-functional areas of the business including but not limited to Engineering, Sales, HR, Customer Success and Marketing. 
FinQuery is a FinTech software company that helps public and privately held companies, as well as government entities track everything they lease, spend, and own. We provide the unique ability to work at a company that has the best-reviewed product in the market and a company culture that has awarded us one of the best places to work. We are fanatical about culture as shown in our 15+ perfect 5-star reviews on Glassdoor. 

What you will be doing:

  • Be our primary point person for the company’s operating expenditures and product costs.
  • Track and manage SaaS and other relevant business metrics that help drive business success 
  • Develop and maintain financial models, templates and dashboards to track, organize and report on initiatives and key projects.
  • Actively partner with functional teams to uncover insights and improve business performance and efficiency
  • Prepare reporting materials for presentations
  • Perform ongoing variance/trend analysis among actual, budget and forecast targets 
  • Participate actively in the design, creation and management of high impact financial models 
  • Ensure all off-line reporting reconciles with existing system-based management reporting
  • Prepare detailed budgets and forecasts, including P&L, cash flow, and balance sheet projections on a monthly, quarterly and annual basis 
  • Support process improvement initiatives 
  • Provide ad hoc analysis as needed 

What experience and skills we need you to have:

  • Bachelor’s Degree required; concentration in Accounting or Finance strongly preferred 
  • 2+ years’ experience in an FP&A or accounting role; preferably with SaaS / Cloud industry experience, or alternatively investment banking analyst experience 
  • Familiarization with BI tools to access and manage data sources such as ERP, financial data warehouses, data visualization systems and business support systems (e.g. Salesforce, NetSuite).
  • Understanding of and willingness to build dashboards is preferred 
  • Exceptional skills in MS Excel and PowerPoint a must, with ability to comfortably use pivot tables, advanced array formulas, and importing / manipulating data
  • Proficient in data mining and analytics.
  • High attention to detail with excellent analytic and research skills
  • Strong finance acumen and financial analysis skills – including being detail oriented and proficient in building and using complicated data sources 
  • Proven ability to work with large amount of data from different sources, and provide meaningful insights 
  • A highly motivated, proactive and collaborative work ethic, with the ability to independently move projects forward 
  • Positive and upbeat personality to work in a dynamic environment with all levels of management and functions and to proactively anticipate and resolve potential issues 
  • Multitasking skills, act with sense of urgency, ability to work under pressure and meet deadlines 

Benefits:

  • Flexible PTO (including 11 holidays and your birthday off) 
  • 401(k) plan with employer matching 
  • Great health benefits with multiple plan option 
  • Option to choose between in office, fully remote, or a hybrid work environment for all employees
  • Sabbatical program (4 weeks after 5 years of service)
  • Casual dress environment (when in office)
  • Catered lunches every Tuesday and Thursday
  • Company events each quarter
  • Signing stipend for a work-from-home setup
  • Free gym membership at our office
  • Annual employee development program stipend of $2,000 for each employee 
  • Flexible parental leave with 10 weeks paid leave for ALL new parents
  • Fertility/adoption assistance 
  • Annual tutoring stipend for your children
  • Mentorship program available immediately 
  • Regular team outings
  • Advancement opportunities based on results, not politics
  • Culture that emphasizes inclusiveness driven by our REDI Committee

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Company

FinQuery

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