Associate Financial Analyst

Summary

Join Philo as a highly skilled Associate Financial Analyst (FP&A and Accounting) to provide in-depth financial analysis, strategic insights, and decision support to enhance the company's financial performance and strategic initiatives.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field; CPA desirable
• 4+ years of progressive experience in financial analysis, planning, and reporting, with a strong background in accounting and tax
• Proven experience with financial modeling and forecasting
• Advanced proficiency in Microsoft Excel and financial software (e.g., Netsuite, or similar ERP systems)
• Strong understanding of accounting principles, standards (e.g., GAAP, IFRS), and financial reporting requirements
• Experience with tax compliance, tax planning, and working knowledge of tax regulations and reporting
• Excellent analytical skills with the ability to interpret complex financial data and provide actionable insights
• Exceptional communication and presentation skills, with the ability to convey complex financial information to non-financial stakeholders
• Detail-oriented with a high level of accuracy and strong organizational skills
• Ability to work independently and collaboratively in a fast-paced environment, managing multiple priorities effectively

Responsibilities

• Conduct comprehensive financial analysis to support strategic decision-making and business planning
• Develop and maintain complex financial models, forecasts, and reports to provide actionable insights into financial performance
• Prepare detailed financial reports, including variance analysis, budget vs. actual reports, and financial projections
• Assist in reviewing and ensuring compliance with accounting standards and accuracy in financial reporting
• Manage and analyze tax-related issues, including compliance with federal, state, and local tax regulations, tax planning, and preparation
• Collaborate with external tax advisors and internal teams to optimize tax strategies and ensure accurate reporting and filing
• Identify and implement process improvements to enhance financial reporting and analysis efficiency
• Collaborate with cross-functional teams to gather data, validate assumptions, and ensure accuracy in financial forecasting
• Evaluate business opportunities, investments, and projects through rigorous financial analysis and scenario modeling
• Support the annual budgeting and forecasting process, including coordination with various departments and ensuring alignment with strategic goals
• Assist in the preparation of presentations for senior management and stakeholders, highlighting key financial insights and recommendations
• Stay current with industry trends, financial regulations, and best practices to ensure compliance and optimal financial management
• Assist in special projects as needed

Benefits

• Full health, dental and vision coverage for you and your family
• 401(k) plan with employer contributions (we match 100% of deferrals up to 3% of pay and 50% of the next 2% of pay)
• Flexible working hours
• Up to 20 weeks of fully paid parental leave
• Unlimited paid time off for vacation and sick leave
• $2,000 annual vacation bonus (we pay you to take a two week vacation)
• $5,250 annually for professional development and educational assistance
• $1,250 annual home office + TV stipend during first year of employment ($250 annually thereafter)
• $500/month ($6,000/year) bonus for employees who commit to working at least 3 days per week in our offices, plus generous commuter benefits ($315/month towards transit, rideshare, bike rental, or parking at our HQ office in San Francisco)
• Free Gympass subscription — an all-in-one corporate benefit that gives employees the largest selection of gyms, studios, classes, training and wellness apps