Financial Analyst

FinQuery is looking for a Financial Analyst to join our team. The Financial Analyst is a key financial position supporting our dynamic SaaS business.  Initial responsibilities will focus on providing detailed financial and operational reporting and enhancing/create key performance indicators (“KPI”). This position will report to the Director of Finance and will work closely with all cross-functional areas of the business including but not limited to Engineering, Sales, HR, Customer Success and Marketing. 

FinQuery is a FinTech software company that helps public and privately held companies, as well as government entities track everything they lease, spend, and own. We provide the unique ability to work at a company that has the best-reviewed product in the market and a company culture that has awarded us one of the best places to work. We are fanatical about culture as shown in our 15+ perfect 5-star reviews on Glassdoor. 

• Be our primary point person for the company’s operating expenditures and product costs.
• Track and manage SaaS and other relevant business metrics that help drive business success 
• Develop and maintain financial models, templates and dashboards to track, organize and report on initiatives and key projects.
• Actively partner with functional teams to uncover insights and improve business performance and efficiency
• Prepare reporting materials for presentations
• Perform ongoing variance/trend analysis among actual, budget and forecast targets 
• Participate actively in the design, creation and management of high impact financial models 
• Ensure all off-line reporting reconciles with existing system-based management reporting
• Prepare detailed budgets and forecasts, including P&L, cash flow, and balance sheet projections on a monthly, quarterly and annual basis 
• Support process improvement initiatives 
• Provide ad hoc analysis as needed 

• Bachelor’s Degree required; concentration in Accounting or Finance strongly preferred 
• 2+ years’ experience in an FP&A or accounting role; preferably with SaaS / Cloud industry experience, or alternatively investment banking analyst experience 
• Familiarization with BI tools to access and manage data sources such as ERP, financial data warehouses, data visualization systems and business support systems (e.g. Salesforce, NetSuite).
• Understanding of and willingness to build dashboards is preferred 
• Exceptional skills in MS Excel and PowerPoint a must, with ability to comfortably use pivot tables, advanced array formulas, and importing / manipulating data
• Proficient in data mining and analytics.
• High attention to detail with excellent analytic and research skills
• Strong finance acumen and financial analysis skills – including being detail oriented and proficient in building and using complicated data sources 
• Proven ability to work with large amount of data from different sources, and provide meaningful insights 
• A highly motivated, proactive and collaborative work ethic, with the ability to independently move projects forward 
• Positive and upbeat personality to work in a dynamic environment with all levels of management and functions and to proactively anticipate and resolve potential issues 
• Multitasking skills, act with sense of urgency, ability to work under pressure and meet deadlines 

• Flexible PTO (including 11 holidays and your birthday off) 
• 401(k) plan with employer matching 
• Great health benefits with multiple plan option 
• Option to choose between in office, fully remote, or a hybrid work environment for all employees
• Sabbatical program (4 weeks after 5 years of service)
• Casual dress environment (when in office)
• Catered lunches every Tuesday and Thursday
• Company events each quarter
• Signing stipend for a work-from-home setup
• Free gym membership at our office
• Annual employee development program stipend of $2,000 for each employee 
• Flexible parental leave with 10 weeks paid leave for ALL new parents
• Fertility/adoption assistance 
• Annual tutoring stipend for your children
• Mentorship program available immediately 
• Regular team outings
• Advancement opportunities based on results, not politics
• Culture that emphasizes inclusiveness driven by our REDI Committee