Financial Analyst

2 weeks ago


Mountain View, United States Catapult Solutions Group Full time

Financial Analyst

Corporate Finance – Small Business

Mountain View, CA - Hybrid

9-month, contract + extensions


About Our Client

We are a FinTech company that specializes in creating tax and accounting software for both small and enterprise businesses. We have been consistently ranked within Fortune 500 and have won numerous best employer awards Come join a culture of innovation and creativity in the financial software sector. *Even if you do not meet all the requirements, we still urge you to apply We are always searching for motivated individuals who are eager to contribute to our goals and align with our mission


Job Description

  • Become a key cross functional member of our 1 and 3-year strategic planning and forecast processes for the Money business.
  • Rebuild key revenue forecast model which supports a major business with the goal of removing redundancies in the existing model, make it more efficient and flexible to incorporate faster changes in the future and make it easier to summarize the model outcomes.
  • Provide ad-hoc financial analysis to support new initiatives and also to analyze performance of the existing initiatives.
  • Refine the existing forecast models to add flexibility for more inputs, identify incremental drivers, and make the models more efficient for changes, aligned with how we operate to business, simpler to audit and QA outcomes.
  • Reimagine month end close process for easier actualization of data, reconciliation to accounting bookings and identify business drivers of variances.
  • Work cross-functionally with partners across GTM, Product, Analytics and Accounting teams.


Required Skills & Qualifications

  • 5+ years of FP&A experience or equivalent tenure from related positions
  • 5+ years in corporate finance, accounting, investment banking, private equity
  • BS in Finance or Economics (MBA Preferred), or equivalent work experience
  • 5+ years’ experience in building complex models (include revenue, expenses and key business drivers)
  • Experience partnering with accounting teams, and basic knowledge of accruals desired
  • Knowledge of SQL, Tableau, Hyperion and other financial tools preferred
  • Detail-oriented with strong analytical, problem solving, and financial modeling skills
  • Ability to deal with ambiguity, operate in a cross-functional matrixed organization, and meet deadlines in a high-growth environment focused on driving business results
  • Ability to quickly synthesize information, structure a concise, clear presentation of findings, and articulate recommendations to an executive audience
  • Excellent verbal and written communication skills with proven ability to partner with all levels of the organization, influence stakeholders using data and collaborate in an inclusive culture
  • Proficiency in MS Excel required
  • Grace under pressure with a good sense of humor and dose of humility
  • Self-starter with a desire to quickly learn and excel; willing and able to initiate, manage, and execute projects and strategies with minimal supervision


Pay & Benefits Summary

  • Target hourly rate: $67.48 - $82.87/hr. W2
  • Health benefits
  • Time off allowance (certain states applicable)
  • Corporate outings and events.
  • Holiday Pay



Financial Analyst | Corporate Finance | Small Business| Strategy| Go to Market| FinTech| Finance Software


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