Senior Financial Analyst, GTM jobs in United States
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FloQast · 17 hours ago

Senior Financial Analyst, GTM

FloQast is a leading Accounting Transformation Platform that enhances accounting workflow automation. The Senior Financial Analyst will support Sales and Marketing teams by providing financial analysis and insights, collaborating on budgeting, financial modeling, and reporting.

AccountingB2BEnterprise SoftwareSaaS
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Growth Opportunities
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Responsibilities

Collaborate with Go-To-Market teams (Sales, Marketing, Partnerships, CS, RevOps, et al.) to provide budgeting support and financial insights
Assist in building ad-hoc financial models for scenario planning and analysis
Maintain dashboards and track key metrics to help inform business decisions
Support the annual planning and budgeting process, including data gathering, analysis, and coordination across departments
Support the preparation of monthly, quarterly, and annual financial performance reports
Support our bookings and GAAP revenue forecast processes
Provide analytical support for the pricing function by modeling and reporting on key metrics and discounting trends, and collaborate across teams to identify and evaluate pricing opportunities
Maintain analysis on workforce capacity in partnership with designated business partners
Create presentations that distill complex financial data into clear, concise charts and tables for senior leadership

Qualification

Financial AnalysisFinancial ModelingSaaS MetricsERP SystemsAdvanced ExcelPowerPointInterpersonal SkillsOrganizational SkillsCollaborationProblem-Solving

Required

Bachelor's Degree in accounting or Finance
4+ years of experience in Financial Analysis and Accounting
Experience in financial modeling and forecasting, with exposure to SaaS sales and marketing metrics (e.g., LTV, CAC)
Strong accuracy and attention to detail in fast-paced, multitasking environments
Proven ability to meet tight deadlines with excellent organizational skills
Strong cross-functional collaboration across all levels of management
Advanced Excel and PowerPoint skills; confident presenting to leadership
3+ years of experience with ERP & Financial Planning systems (e.g., NetSuite, Anaplan, Adaptive, Pigment)
Used tools like ChatGPT, Gemini, or Excel AI to enhance productivity and speed up routine tasks
Excellent interpersonal skills for consolidating and coordinating inputs across functions
Naturally curious, with a collaborative approach to problem-solving

Preferred

Experience within the SaaS/Software industry preferred

Benefits

Medical
Dental
Vision
Family Forming benefits
Life & Disability Insurance
Unlimited Vacation
Participation in our Employee Stock Program

Company

FloQast is a financial close management software designed to streamline the month-end close process for accounting teams.

Funding

Current Stage
Late Stage
Total Funding
$302.85M
Key Investors
ICONIQ GrowthMeritech Capital PartnersNorwest
2024-04-10Series E· $100M
2021-07-21Series D· $110M
2020-01-21Series C· $40M

Leadership Team

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Mike Whitmire
Co-Founder and CEO
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Cullen Zandstra
Co-Founder & CTO
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Company data provided by crunchbase