Financial Analyst

This is a fully remote position, open to applicants in United States.

📋 Description

• Take ownership of the revenue model by product line, extracting actuals from the ERP and reconciling them monthly.

• Create the initial annual forecast, update the model with actuals and scenario modifications, and present findings and drivers to the Controller.

• Revise the bookings plan based on actuals and collaborate with RevOps on ARR/revenue run-rate reporting.

• Manage monthly revenue reporting and analyze the revenue Budget versus Actuals, including variance commentary for the finance team and leadership.

• Reconcile the revenue model with QuickBooks Online and billing data; investigate and resolve any discrepancies.

• Oversee revenue reporting in Aleph, ensuring accurate data connections, reports, and dashboards are maintained.

• Leverage AI to construct, update, and stress-test the revenue model, including cleaning actuals, writing formulas and logic, and executing scenarios.

• Automate monthly updates to ensure actuals flow seamlessly into the model and reports with minimal manual intervention.

• Utilize AI to analyze variances and draft insightful commentary.

• Collaborate with FP&A platform partners to transition the model to automated, connected data systems.

• Report directly to the Controller and engage with all functional areas.

⛳️ Requirements

• Regular use of AI tools like Claude or ChatGPT to create models, write formulas and scripts, analyze data, and automate workflows; must be able to demonstrate completed projects.

• A minimum of 3 years of experience in FP&A, finance, investment banking, consulting, or a related analytical field.

• Proven experience in developing driver-based forecasts and scenario models in Excel or Google Sheets.

• Ability to articulate the narrative behind financial data.

• Knowledge of the three financial statements, accruals, fundamentals of revenue recognition, and month-end closing processes.

• Capability to clearly explain forecasts to leadership and invoicing exceptions to a Customer Success Manager in straightforward terms.

• Bachelor's degree is not stated or mandatory.

• CPA certification is not required.

• Preferred: Experience in SaaS or tech-enabled services, ARR, bookings, revenue run-rate metrics, and/or agriculture.

• Preferred: Practical experience with QuickBooks Online, Aleph, or Salesforce.

• Preferred: Proficiency in SQL, Python, VBA, or experience building simple applications and dashboards.

• Preferred: Bilingual in English and Spanish.

🏝️ Benefits

• Competitive salary and performance-based bonuses.

• Comprehensive health, dental, and vision insurance.

• Flexible working hours and remote work options.

• Opportunities for professional development and career advancement.

• Collaborative and inclusive company culture.