Financial Analyst

Summary

Join Appspace as a Financial Analyst and contribute to impactful financial decisions. You will translate financial data into actionable insights, forecasting with precision, supporting month-end close, and monitoring spending. Collaborate with cross-functional teams, maintain rolling forecasts, analyze variances, and build financial models. A day involves forecast management, monthly close support, spend analysis, variance analysis and reporting, data coordination, and financial modeling. The role requires strong analytical and communication skills, proficiency in Excel, and experience with NetSuite. Appspace offers competitive benefits, including health insurance, retirement plan, paid parental leave, generous PTO, flexible work schedules, and remote work opportunities.

Requirements

• 3+ years of experience in a financial analysis role
• Base-level understanding of accounting principles and practices
• Demonstrated strong proficiency in Microsoft Excel, including advanced functions and data manipulation
• Proven experience in building and maintaining financial models
• Required experience with NetSuite
• Highly collaborative with a strong customer-focused mindset, demonstrating the ability to build effective working relationships across departments
• Exceptional attention to detail and a commitment to accuracy
• Curious and proactive with a strong willingness to learn new systems and processes
• Excellent analytical and problem-solving skills
• Strong written and verbal communication skills, with the ability to present financial information clearly and concisely

Responsibilities

• Forecast Management: Collaborate with business partners to understand key business decisions and translate their financial implications into accurate forecast and budget updates
• Utilize our planning system (Adaptive Insights preferred) to maintain a rolling full-year (FY) forecast and a 12-month forward-looking forecast
• Monthly Close and Reporting Support: Assist with the monthly financial close process, ensuring alignment between business performance and financial records
• Partner with the Accounting team during the close to verify that the business is tracking in line with its financial forecast and budget
• Spend Analysis: Work closely with Go-To-Market (GTM) teams to analyze event and Travel & Entertainment (T&E) spending, ensuring adherence to budget
• Variance Analysis and Reporting: Analyze monthly financial results, identifying and clearly articulating key variances to the forecast and budget for leadership review
• Develop and maintain monthly reporting presentations and supporting documentation for both internal and external stakeholders
• Data Coordination: Coordinate and fulfill data requests from internal business partners, including providing budget and forecast figures and explaining significant performance variances
• Financial Modeling: Assist with key Financial Planning & Analysis (FP&A) modeling projects as needed, contributing to the development of insightful financial tools

Preferred Qualifications

Experience with Adaptive Insights is preferred but not required

Benefits

• Medical, dental and vision coverage
• Disability coverage
• Employer paid life insurance
• Mental health resources
• 401(k) plan
• A fully paid parental leave program
• Generous PTO
• Flexible work schedules
• Remote work opportunities
• Paid company holidays
• Appspace Quiet Fridays (No non-essential internal meetings scheduled)
• A casual dress work environment