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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