Financial Analyst

Summary

Join Wistia as a Financial Analyst and lead financial reporting, planning, and analysis at the company level. You will play a critical role in shaping the financial health and strategic direction of the business, working closely with cross-functional teams. This role requires a strong financial background, particularly in SaaS B2B environments. You will manage financial statements, conduct variance analysis, develop presentations for executive leadership, support financial planning, and assist in capital allocation decisions. You will also monitor industry trends and improve financial processes. Wistia offers a competitive compensation package and comprehensive benefits.

Requirements

• 3-5 years of experience in a financial analysis, FP&A, or similar role, ideally within a SaaS environment
• Bachelor’s degree in Finance, Accounting, Economics, or a related field
• Proven experience managing financial reporting processes and conducting variance analysis to provide actionable business insights
• Demonstrated ability to work effectively with cross-functional teams, aligning financial goals with overall business strategy
• Proven experience with financial forecasting and planning. Ability to guide strategic planning and capital allocation decisions
• Strong proficiency in financial modeling, excel, FP&A software, and BI tools such as Mode, Tableau, or PowerBI
• Excellent analytical and problem-solving skills, with the ability to turn data into actionable insights
• Strong leadership and communication skills, with the ability to lead by influence and present to senior leadership effectively

Responsibilities

• Manage and oversee the preparation and accuracy of the income statement, balance sheet, and cash flow statements. Ensure timely and accurate financial reporting at the company level
• Conduct detailed variance analysis to identify trends, risks, and opportunities. Provide actionable insights to senior management to support strategic decision-making
• Develop company-level presentations for executive leadership, including the monthly Board reporting package, financial reviews, and compliance packages
• Support the financial planning process, including the rolling forecast, annual planning, and long-term strategic planning. Provide forward-looking guidance to inform business decisions
• Assist in making informed capital allocation decisions by providing financial analysis and insights on investments, resource allocation, and ROI
• Support the development of the Objectives and Key Results and manage the ongoing monthly reporting and analysis of OKR performance
• Monitor industry trends and conduct competitive analysis to identify external factors that may impact Wistia’s financial performance
• Partner with cross-functional teams to review budget versus actuals, ensuring alignment and identifying areas for improvement
• Continuously seek to improve financial processes and systems, focusing on automation, efficiency, and scalability

Benefits

• A competitive compensation package that includes internal equity stock options
• 401k with 3% company contribution, regardless of whether you contribute (Roth 401k available)
• Fully paid healthcare, dental, and vision insurance (family plans included)
• Pre-Tax FSA and Dependent Care Account
• Flexible working hours – work at the times when you operate best, or set aside time for child and/or elderly care responsibilities during traditional “office hours”
• 16 weeks paid parental leave for all new and expecting parents
• Flex PTO (pretty common for people to take 4+ weeks off throughout the year)
• Remote-first culture (work from anywhere in the U.S.)
• Annual professional development stipend (courses, conferences, and more)
• New hire bonus to enhance your home office set up
• Pet insurance discount