Financial Analyst II

Summary

Join FloQast as a Financial Analyst II/Senior Financial Analyst I and contribute to the company's financial success by preparing and analyzing financial reports, creating forecasts, and identifying trends. You will work closely with key stakeholders to present accurate and timely reports and dashboards, while also streamlining procedures and improving efficiencies. This role is within the Corporate FP&A organization, supporting both G&A business partners and corporate finance activities.

Requirements

• Bachelor’s degree in Accounting, Finance, or a related field
• 3+ years of Finance and Accounting experience, including managing operating expenses
• Strong accuracy and attention to detail in fast-paced, multitasking environments
• Proven ability to meet tight deadlines with excellent organizational skills
• Strong cross-functional collaboration across all levels of management
• Advanced Excel and PowerPoint skills; confident presenting to leadership
• Exposure to AI tools and automation solutions to streamline financial reporting and analysis
• Supported AI-driven initiatives by helping structure data, test tools, and interpret results
• Used tools like ChatGPT or Excel AI to enhance productivity and speed up routine tasks
• 3+ years of experience with ERP & Financial Planning systems (e.g., NetSuite, Anaplan, Adaptive, Pigment)
• Experience using an ERP planning tool to streamline budgeting, forecasting, and reporting, enhancing data accuracy
• Excellent interpersonal skills for consolidating and coordinating inputs across functions
• Naturally curious, with a collaborative approach to problem-solving

Responsibilities

• Develop, maintain, and enhance current reporting financial metrics for both internal and board of directors reporting for the entire company’s 3 financial statements
• Create, maintain, and automate team-wide financial reporting of P&L views during Forecast, Flux, Outlook, and create automated business-partner level reporting for budgeting
• Coordinate & drive finance-wide forecasting, budgeting, and variance analysis on a department level
• Partner closely with business leaders in the company to drive operational excellence, finance insights, forecasting accuracy & organizational accountability
• Develop dashboard automation of financial processes with business partners
• Participate in the preparation of monthly forecasts, annual budgets, cost trackers, and long-range plans
• Refine existing forecasting processes and models to drive accurate forecasting
• Develop analytics and ad hoc reporting that provides important insights to the efficiency of spend
• Help drive scalable systems that integrate with other financial systems, using data to deliver a level of details that helps the business
• Utilize data for annual budgeting, monthly forecasting, and quarter end close
• Provide reports for business partners to enable them to manage their budgets and headcount effectively and in accordance with annual plan
• Support the management team and department heads with ad hoc analysis, reporting, and special projects as needed
• Any other tasks that may be assigned to help the company meet its goals

Preferred Qualifications

Experience within the SaaS/Software industry preferred

Benefits

• Inc. Magazine’s Best Workplaces in 2024, 2023, 2022, and 2021
• Best Places to Work by LA Business Journal since 2017 (that’s 8 years!)
• Built In’s ​​Best Place to Work in Los Angeles 6 years in a row!