[Remote] Financial Analyst
Note: The job is a remote job and is open to candidates in USA. Confidential is a US-based niche software company seeking an AI-savvy Financial Analyst to join their corporate FP&A team. In this role, you'll analyze performance, build forecasts, and shape financial strategy, influencing key business decisions across the company.
Responsibilities
- Manage the monthly financial reporting process, including variance analysis and management reporting
- Build and maintain detailed forecasts across each portfolio company, from bookings to free cash flow
- Partner with operational CEOs to define KPIs and drive accountability through regular business reviews
- Analyze trends, variances, and strategic opportunities across the portfolio
- Develop robust financial models to support investment decisions and company performance
- Support M&A evaluation and integration by conducting financial diligence and modeling
- Drive cross-functional initiatives that improve financial performance
- Continuously enhance forecasting and reporting processes to improve accuracy, efficiency, and automation
Skills
- Bachelor's degree in finance, accounting, economics, or a related field
- Progress to CPA or CFA designation
- 0 to 3 years of FP&A experience, ideally in SaaS or technology-driven environments
- Strong financial modeling skills in Excel (SQL or BI tools are a plus)
- Experience building and managing forecasting processes across multiple entities
- A sense of ownership, urgency, and curiosity — you don't wait to be told
- Strong communication skills; able to distill financial data into insights for executives
- Comfort working in a fast-paced, remote-first environment with distributed teams
Benefits
- Comprehensive Health and Welfare benefits package
- 401(k) Employer Match (50% up to 8% of eligible earnings)
- Unlimited PTO
Company Overview