Financial Analyst
$65,000–$75,000 year
On-siteCamarillo, California, United States
Job Summary
Maintain and improve recurring financial reports on weekly and monthly cadence, including forecasts, budget-to-actuals, and management reporting packages. Partner with Accounting for month-end close accuracy and timely reporting, while preparing commentary to support presentations of financial results to internal and external leadership. Pull, reconcile, and analyze data from NetSuite, Salesforce, and Paylocity to support accurate reporting and identify opportunities for automation. Support the annual budget cycle and monthly forecast processes through data consolidation and trend analysis, providing actionable insights to leadership. This role involves working closely with the Finance Manager and various business partners to drive process efficiency and decision-making.
Required Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or a related field
- 0–4 years of relevant experience in finance, accounting, or a related field
- Strong proficiency in Microsoft Excel, including pivot tables, VLOOKUP/INDEX-MATCH, and basic financial modeling
- High attention to detail, strong organizational and analytical skills, and ability to manage and meet recurring deadlines
- Effective written and verbal communication skills; comfortable presenting financial data clearly and concisely
- Ability to work independently in a fast-paced environment with strong self-motivation and follow-through on deliverables
- Microsoft Excel (advanced proficiency required)
Desired Qualifications
- NetSuite, Salesforce, Tableau, and/or Paylocity (preferred)
- Exposure to SaaS metrics and subscription-based business models (ARR, NRR, churn, CAC, LTV)
- Familiarity with ERP/Financial systems such as NetSuite, Salesforce, Tableau, and/or Paylocity
- Strong understanding of GAAP and basic Accounting/Financial concepts
- Experience in a fast-paced, high-growth technology or software company
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