Confidential · 5 days ago
Financial Analyst
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.
Marketing & Advertising
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
Qualification
Required
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