Financial Analyst

Profile We are seeking a business-savvy Financial Analyst to turn complex data into clear recommendations that shape strategy and operational execution. You will analyze revenue drivers, cost structures, and key performance metrics; develop driver-based forecasts; and produce crisp narratives for leaders across Finance, Product, Sales, and Operations. This role blends deep quantitative work with high-visibility presentations, making it ideal for someone who is curious, accurate, and relentlessly focused on impact in a hybrid New York environment.

Description As the engine of planning and performance insight, you will own monthly and quarterly reporting cycles, partner with Accounting on clean closes, and build models that link business activity to outcomes. You will lead variance analysis and scenario planning, quantify risks and opportunities, and translate findings into prioritized actions. Expect core business hours with periodic deadline surges around month-end, quarter-end, and budget season, and a culture that values follow-through and transparency.

Responsibilities

• Produce executive-ready monthly packages that compare actuals vs. plan/prior year, explain variances across revenue, COGS, Opex, and cash, and recommend concrete levers to protect targets.
• Build and evolve driver-based models that connect pipeline, bookings, utilization, headcount, churn, and pricing to short- and long-range forecasts; perform sensitivity and scenario analysis to guide trade-offs.
• Partner with Accounting on close activities—reconciliations, accruals/deferrals, revenue recognition, expense classification—to ensure accuracy and speed in financial statements.
• Lead annual planning and rolling reforecasts with functional leaders; set measurable KPIs; track assumptions and risk registers; and socialize updates through structured reviews.
• Construct investment cases for products and capital projects with ROI, NPV, and IRR; perform post-mortems that compare actual results to pro formas and refine future assumptions.
• Design dashboards in BI tools to deliver self-serve insights; champion metric definitions, data quality, and version control for a single source of truth.
• Track cash flow and working capital; collaborate with Procurement and People Operations on cost optimization and capacity planning that improves margin without stalling growth.
• Communicate findings with clarity—visuals, key messages, and next steps that enable fast, confident decisions.

Qualifications Bachelor’s degree in Finance, Accounting, Economics, or related field; 1–3 years in FP&A, corporate finance, consulting, or investment roles; advanced Excel/Sheets (pivots, lookups, index-match, scenarios) and strong presentation skills; familiarity with ERP/reporting tools and at least one BI platform; excellent written and verbal communication and comfort with executive stakeholders.

Benefits Comprehensive medical, dental, and vision; PTO and company holidays; retirement plan with employer match; commuter and FSA programs; education assistance and certification reimbursement; wellness resources and Employee Assistance Program; hybrid work flexibility and professional development opportunities.

Compensation Salary range $65,000–$85,000 annually, based on experience, market factors, and internal equity; role is full-time, exempt; eligibility for incentive programs may apply. The listed range excludes incentives and certain benefits; actual offers may vary.

Department Finance partners cross-functionally to enable data-driven decisions. You will join a team that values accuracy, curiosity, and practicality—balancing strategic insight with hands-on problem solving to support sustainable growth.