The Role
The Financial Analyst will manage financial processes, create forecasts, conduct analysis for product investments, and collaborate with leadership on financial strategies.
Summary Generated by Built In
Are you a detail-oriented and curious Financial Analyst ready to make a significant impact by directly shaping a company's technology and product investment strategy?
As our next Financial Analyst, you won't just be managing spreadsheets—you'll be at the forefront of driving strategic decisions for our core Technology and Product organizations. You will own critical financial processes, architect key forecasts, and collaborate directly with leadership to translate strategic R&D goals into tangible financial outcomes. This isn't just about reporting; it's about seeing your analysis immediately impact our product monetization strategy and our company's future trajectory.
On a typical day, you might:
- Own the monthly financial close for Tech & Product, meticulously managing accruals and performing deep-dive variance analysis to ensure forecasting accuracy
- Act as a strategic partner to Technology and Product leaders, presenting and interpreting monthly financial performance (budget vs. actuals) and highlighting key trends and drivers to inform immediate business decisions
- Architect and manage the comprehensive headcount and vendor spend forecasts, proactively collaborating with HR and Procurement teams to manage the organization's resource plan
- Develop and maintain sophisticated, driver-based financial models, specifically owning the data & hosting (AWS) forecast using customer-centric cost modeling principles
- Conduct and synthesize advanced financial analysis (e.g., R&D spend visibility, product investment ROI) into clear, concise, and actionable recommendations for senior business stakeholders
- Support the annual budget process and contribute to the preparation of materials for quarterly Board of Directors updates, providing a critical view of our strategic investments.
The ideal candidate will bring:
- 2-3 years of hands-on experience in Financial Planning & Analysis (FP&A), with significant exposure to or prior experience supporting technology or software companies
- A Bachelor's degree in Finance, Business Administration, Accounting, or a related field
- Exceptional analytical and financial modeling skills, with advanced proficiency in Excel/Google Sheets, and the talent to distill complex financial data into clear, actionable insights
- Experience with product investment ROI modeling, analyzing how product decisions drive financial outcomes across customer acquisition, retention, and monetization/expansion
- Prior experience with Amazon Web Services (AWS) cost modeling and forecasting or knowledge of SaaS business models and technology industry trends
- Exceptional communication skills and a proven ability to present and translate complex financial information and recommendations to non-finance, executive-level audiences
- Proficiency in financial systems (experience with NetSuite and Looker is a significant plus)
- A detail-oriented and highly organized approach, with the proven ability to manage multiple priorities simultaneously in a fast-paced environment
- A curiosity and willingness to leverage AI and new tools to continuously improve and streamline financial processes.
About ActiveCampaign:
ActiveCampaign is an AI-first, end-to-end marketing platform for people at the heart of the action. It empowers teams to automate their campaigns with AI agents that imagine, activate, and validate–freeing them from step-by-step workflows and unlocking limitless ways to orchestrate their marketing.
With AI, goal-based automation, and 950+ app integrations, agencies, marketers, and owners can build cross-channel campaigns in minutes–fine-tuned with billions of data points to drive real results for their unique business.
ActiveCampaign is the trusted choice to help businesses unlock a new world of boundless opportunities–where ideas become impact and potential turns into real results.
As a global multicultural company, we are proud of our inclusive culture which embraces diverse voices, backgrounds, and perspectives. We don’t just celebrate our differences, we believe our diversity is what empowers our innovation and success. You can find out more about our DEI initiatives here.
Perks and benefits:
At ActiveCampaign, we prioritize employees’ well-being and professional growth by cultivating a culture centered on collaboration and innovation. When you join our team, you’ll not only have the opportunity to make a significant impact, but also enjoy a range of benefits tailored to support your personal and career development.
Here are some of the benefits we offer:
-Comprehensive Health & Wellness: Top-tier benefits package that includes a fully-covered High Deductible Health Plan (HDHP), complimentary access to telehealth services, and a free subscription to Calm.
-Growth & Development: Access to LinkedIn Learning, professional development programs, and career growth opportunities in a fast-growing organization.
-Generous Paid Time Off: Recharge and take the time you need to maintain work-life balance with open PTO.
-Total Rewards: Generous 401(k) matching with immediate vesting, quarterly perks with commuter and lunch benefits for hub based employees or a stipend for remote workers, and a four-week paid sabbatical with bonus after five years.
-Collaborative Culture: Work alongside brilliant, passionate colleagues in an environment that values innovation, teamwork, and mutual support.
ActiveCampaign is an equal opportunity employer. We recruit, hire, pay, grow and promote no matter of gender, race, color, sexual orientation, religion, age, protected veteran status, physical and mental abilities, or any other identities protected by law.
Our Employee Resource Groups (ERGs) strive to foster a diverse inclusive environment by supporting each other, building a strong sense of belonging, and creating opportunities for mentorship and professional growth for their members.
Top Skills
Amazon Web Services (Aws)
Excel
Google Sheets
Looker
NetSuite
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The Company
What We Do
ActiveCampaign helps small teams power big businesses with the must-have platform for intelligent marketing automation. Customers from over 170 countries depend on ActiveCampaign’s mix of pre-built automations and integrations (including Facebook, Google, WordPress, Salesforce, Shopify, and Square) to power personalized marketing, transactional emails, and one-to-one CRM interactions throughout the customer lifecycle.
ActiveCampaign holds the highest customer satisfaction rating among Marketing Automation, E-Commerce Personalization, Landing Page Builders, and CRM solutions on G2.com and is one of only a handful of software solutions with over 10,000 positive reviews. ActiveCampaign has also been named the Top Rated Email Marketing Software on TrustRadius. Learn more and start your free trial at ActiveCampaign.com.
Why Work With Us
We are focused on our employees, our customers, and even our customer's customers. Ideas are valued over titles, contributions are valued over appearances, helping a co-worker is more important than outshining them. We are passionate about diversity and inclusion, believing everyone has a voice and can make a difference.
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