Financial Analyst

● Develop and maintain complex financial models to support M&A analysis, strategic planning, and operational decision-making
● Create and maintain monthly financial reports and KPI dashboards for the leadership team and board
● Be a strategic partner to the Sr. Director of Finance, providing insights to help drive decision-making
● Assist with budget planning processes, variance analysis, and forecasting
● Lead monthly financial review and analysis
● Perform scenario analysis and sensitivity testing to evaluate risks and opportunities
● Partner with department leaders to track performance metrics and optimize resource allocation
● Support M&A activities through financial due diligence and integration planning
● Ensure data integrity across Salesforce, Google Sheets, and Quickbooks
● Work with all departments to ensure understanding and management of budgets
● Identify operational inefficiencies and recommend process improvements
● Stay current on industry trends and competitive landscapes to inform strategic decisions

● 5-10 years of progressive financial analysis experience, with at least 2 years in a startup or high-growth environment
● Bachelor's degree in Finance, Accounting, or related field
● Advanced Google Sheets skills and proficiency with financial modeling
● Experience using Salesforce
● Excellent analytical and problem-solving abilities
● Ability to translate complex financial concepts for non-financial stakeholders
● Comfort with ambiguity and ability to work independently with minimal supervision
● Experience supporting M&A transactions and financial due diligence
Bonus Points for:
● Experience in the Salesforce consulting environment or comparable consulting industry
● Prior experience in a startup or high-growth environment
● Advanced degree in Accounting, Finance, or related field