Remote Financial Analyst

Summary

Join Wistia as a Financial Analyst to lead financial reporting, planning, and analysis at the company level. As a critical role in shaping the financial health and strategic direction of our business, you will work closely with cross-functional teams to ensure robust, insights-driven, and aligned financial processes.

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
• Conduct detailed variance analysis to identify trends, risks, and opportunities
• 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
• 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
• Process 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