Financial Analyst jobs in United States
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Podium · 1 day ago

Financial Analyst

Podium is a company dedicated to empowering local businesses with innovative AI solutions. As a Financial Analyst, you will provide critical financial insights to support strategic decision-making and enhance the company's financial performance.

CollaborationConsumer ReviewsMessagingSaaSSoftware

Responsibilities

Assist with building and enhancing financial models used to budget/forecast financial results during monthly/quarterly/annual forecasting cycles
Assist with regular reporting of key metrics such as ARR and churn and ensure company reporting dashboards are updated and accurate
Partner with department heads to identify and analyze opportunities and risks to revenue and cost goals
Steward data-driven decision making in conjunction with varying stakeholders across the company (Sales, Product, Engineering, Business Development, HR, etc.) to optimize revenue and profit with the viewer experience in mind
Manage ad hoc projects on an on-going basis and present to business partners. Project examples include partnership deal valuation, Profit and Loss for investment cases, headcount planning, etc

Qualification

Financial analysisExcelBudgeting/forecastingSalesforceReporting toolsSQLAnalytical skillsCommunication skillsOwnershipWork ethic

Required

BA/BS degree in Finance, Economics or similar quantitative discipline
1-3 years of financial analysis experience with thorough understanding of financial statements and budget/forecasting cycles
Strong analytical skills and experience with and knowledge of Excel, Salesforce, and reporting tools such as Domo/Sigma
Think like an owner. Take ownership and initiative within the tasks that have been assigned to you. Ability to work effectively and independently
Strong work ethic, high sense of urgency, and ability to deliver results in tight timeline
Excellent and proactive communication style with the ability to build/foster relationships with business partners
Basic SQL experience

Company

Podium is a customer communication platform for businesses who interact with customers on a local level.

Funding

Current Stage
Late Stage
Total Funding
$422.65M
Key Investors
Y Combinator Continuity FundIVPAlbum VC
2022-10-31Series Unknown
2021-11-15Series D· $201M
2020-04-07Series C· $125M

Leadership Team

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Eric Rea
Co-founder & CEO
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Dennis Steele
Co-Founder
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Company data provided by crunchbase