The Role
The Financial Analyst will assist in financial planning, reporting, data analysis, and support revenue forecasting through insights into revenue performance.
Summary Generated by Built In
Who are we?
Smarsh empowers its customers to manage risk and unleash intelligence in their digital communications. Our growing community of over 6500 organizations in regulated industries counts on Smarsh every day to help them spot compliance, legal or reputational risks in 80+ communication channels before those risks become regulatory fines or headlines. Relentless innovation has fueled our journey to consistent leadership recognition from analysts like Gartner and Forrester, and our sustained, aggressive growth has landed Smarsh in the annual Inc. 5000 list of fastest-growing American companies since 2008.
We are seeking a detail-oriented and analytical financial analyst to support financial planning, reporting, and data analysis within our SaaS business. This role will work closely with our finance business partner team and sales operations to provide insights into revenue performance, subscription metrics, cost planning, and monitoring of overall business health. This position is ideal for someone who enjoys translating data into actionable recommendations and building relationships.
How will you contribute?
- Assist in financial planning & analysis (FP&A) activities including budgeting, forecasting, and variance analysis
- Developing reporting workflows working with native data centers, ERP, CRM, and finance tools
- Build and maintain financial models to support strategic decision-making
- Prepare monthly and quarterly financial reports for leadership
- Partner with sales and customer success to track pipeline, bookings, and renewals
- Support revenue forecasting and identify trends or risks
- Assist with data extraction and analysis using tools like Excel, SQL, or BI platforms
- Improve and automate reporting processes where possible
What will you bring?
- Bachelor’s degree in Finance, Accounting, Economics, or related field
- 0–2 years of experience (internships or relevant coursework acceptable)
- Strong proficiency in Excel (required)
- Basic understanding of financial statements and accounting principles
- Familiarity with SaaS business models is a plus
- Experience with SQL, Tableau, Power BI, or similar tools is a bonus
- Strong analytical, problem-solving, and communication skills
What do we offer?
- Healthcare insurance: We provide medical, dental, and vision insurance, and a flexible spending account that allows you to set aside pre-tax dollars to pay for eligible out-of-pocket expenses.
- Stock options.
- Personal time off: A healthy work-life balance is critical to your success at the office. Smarsh offers a “take-what-you-need” time off policy as well as flexible work arrangements.
- 401K Match: Smarsh provides a 4% 401K match for which employees are fully vested on day one.
- Sabbatical: The Smarsh sabbatical programme provides a time to recharge, study or simply do something you are passionate about away from the workplace. Employees are eligible after six years of service.
- Recognition: We’re big on kudos for a job well done. Our employee-recognition programme enables co-workers to nominate their peers who best embody our core values for recognition.
About our culture
Smarsh hires lifelong learners with a passion for innovating with purpose, humility and humor. Collaboration is at the heart of everything we do. We work closely with the most popular communications platforms and the world’s leading cloud infrastructure platforms. We use the latest in AI/ML technology to help our customers break new ground at scale. We are a global organization that values diversity, and we believe that providing opportunities for everyone to be their authentic self is key to our success. Smarsh leadership, culture, and commitment to developing our people have all garnered Comparably.com Best Places to Work Awards. Come join us and find out what the best work of your career looks like.
Skills Required
- Bachelor's degree in Finance, Accounting, Economics, or related field
- Strong proficiency in Excel
- 0-2 years of experience (internships or relevant coursework acceptable)
- Basic understanding of financial statements and accounting principles
- Familiarity with SaaS business models
- Experience with SQL, Tableau, Power BI, or similar tools
Smarsh Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Smarsh and has not been reviewed or approved by Smarsh.
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Leave & Time Off Breadth — Time off is characterized by unlimited PTO, generous vacation allowances, and paid holidays, with policies that support taking time away. These elements are positioned as a core strength that helps balance lower base pay in some roles.
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Wellbeing & Lifestyle Benefits — Perks include wellness programs, commuter and bike reimbursement, volunteer time off, peer recognition, remote-work support, and a sabbatical option. The variety of non-salary benefits contributes to a supportive work-life environment.
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Retirement Support — A 401(k) with employer match and profit sharing is offered, with immediate vesting described for the match. This strengthens the long-term financial component of total rewards.
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The Company
What We Do
Smarsh provides cloud-based archiving and compliance solutions for companies in regulated and litigious industries.
