Senior Financial Analyst, Corporate Finance

This is a fully remote position, open to applicants in California, +3 more states.

📋 Description

• Oversee the maintenance, updates, and enhancements of the long-term financial model, encompassing operating assumptions, financial statements, cash flow, and scenario analyses.

• Direct the annual operating plan process throughout the organization.

• Assist in leading the monthly forecasting process alongside FP&A teams, Accounting, and business leaders.

• Compile monthly and quarterly variance analyses.

• Evaluate financial performance, business drivers, trends, risks, and opportunities.

• Provide support for materials intended for the Board of Directors, investors, and executive leadership.

• Develop financial analyses and presentations to facilitate strategic decision-making.

• Collaborate with FP&A, Accounting, Finance Systems, and cross-functional teams.

• Create dashboards, reporting tools, and ongoing analyses.

• Automate manual processes to enhance forecasting precision and workflow scalability.

• Contribute to strategic projects and perform ad hoc analyses.

⛳️ Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Business, Data Analytics, or a related discipline.

• Relevant experience in financial planning and analysis, corporate finance, investment banking, management consulting, public accounting, or a similar analytical position.

• Proficient financial modeling abilities, including long-range planning, forecasting, and integrated financial statements.

• Advanced skills in Microsoft Excel.

• Proven experience in handling large, complex datasets.

• Strong analytical and problem-solving skills.

• Exceptional attention to detail.

• Capability to convey complex financial information clearly and succinctly to executive audiences.

• Ability to juggle multiple priorities and produce high-quality work in a fast-paced environment.

• Excellent collaboration skills and capability to cultivate effective cross-functional relationships.

• Experience with Anaplan or another enterprise planning platform is preferred.

• Familiarity with SQL, Alteryx, business intelligence tools, or data visualization applications is preferred.

• Experience in preparing materials for executive leadership, Boards of Directors, or investors is preferred.

• Background in software, technology, or a recurring-revenue business is preferred.

• Understanding of SaaS financial and operating metrics is preferred.

• MBA, CPA, CFA, or another relevant advanced degree or professional designation is preferred.

• Ability to comply with U.S. export controls.

🏝️ Benefits

• Target annual bonus of 15% of base salary, contingent on individual and company performance.

• Monthly Connectivity Plus stipend of $150 to assist with remote work-related expenses.

• Annual $200 reimbursement for home office expenses.

• Coverage for medical, dental, and vision.

• 401(k) plan with company matching contributions.

• Paid parental leave, caregiver leave, and flexible time off.

• Mental health support and wellness reimbursement.

• Opportunities for career development and education assistance.