The Role
The Financial Analyst will manage operating expenses, develop financial models, analyze key metrics, partner with teams for insights, and prepare reporting materials.
Summary Generated by Built In
The Financial Analyst is a key financial position supporting our fast-growing SaaS business. Initial responsibilities will focus on providing detailed financial and operational reporting and enhancing/creating key performance indicators (“KPIs”). This position will report to the Finance Manager and work closely with cross-functional areas of the business such as Engineering, Product Management, Professional Services, Sales, Customer Success, and Marketing.
FinQuery, a leading provider of AI-powered accounting automation and contract management solutions, is aFinTech software company that helps public and privately held companies, as well as government entities, automate accounting for leases, prepaids, and accruals. Our AI-powered platform abstracts and consolidates source documents to provide a complete system of record that complements our customer’s ERP’s general financial reporting.
What you will be doing:
- Lead the financial analysis and management of our operating expenses and product costs
- Monitor and interpret key SaaS and business metrics to provide actionable insights that support strategic decision-making
- 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
- Assist with in-depth periodic customer analysis including bookings, net expansion, churn, and retention
- 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 different data sources such as ERP, enterprise data warehouses, SQL, data visualization systems (Tableau) 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, macros, 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
- Casual dress environment (when in office)
- Catered lunches every 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
About Us
FinQuery is revolutionizing accounting automation and contract management. As the only provider offering a single platform for complete visibility into lease and vendor contracts, we empower organizations with unprecedented control over their top spending categories. Our award-winning AI-driven software helps over 8,000 organizations worldwide minimize risk, boost efficiency, and reduce costs. Join us as we redefine how businesses manage their finances.
FinQuery is an equal opportunity employer to all persons, free from restrictions and prejudice based upon race, color, creed, religion, sex, domestic relationship status, parental status, family status, sexual orientation, national origin, gender identity, age, and disability status. FinQuery maintains a drug-free workplace.
Top Skills
Excel
NetSuite
PowerPoint
Salesforce
SQL
Tableau
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The Company
What We Do
We're FinQuery, and we're here to help you manage your finances in a whole new way.
More than 36,000 professionals rely on FinQuery to make better business and financial decisions for their largest areas of spend - leases, software subscriptions, and financial contracts - something no other provider offers in the market. Our award-winning AI-powered software helps businesses minimize risk, increase efficiency, and reduce costs.
And what makes it truly intelligent? We let you do it all on one platform.
FinQuery gives you the power of total visibility, so that Finance and Accounting can simplify accounting, forecast accurately, and budget confidently. And the IT department can clearly see and manage the company’s software stack with actionable insights, smart automation, and helpful tools.
You’ll see the most where you’re spending the most.
