Job Type
Full-time
Description
About the Role:We are looking for a sharp, service-oriented
Financial Analyst to join our FP&A team. You'll provide analytical support to sales and operations, helping drive forecasting, budgeting, and planning across the business. Expect to build financial models, track trends and variances, and turn data into insights the leadership team can act on. You'll also contribute to board and investor materials, support annual audits, and help implement and maintain our CRM.
This role reports to the Sr. Director, FP&A, and is a strong fit for someone 2+ years into a finance career who's fluent in Excel and comfortable working cross-functionally with sales.
This is a hybrid role based in Tempe, AZ.
Requirements
What You Will Be Doing:- Own and maintain the forecasting and financial models that power our sales and revenue planning, including maintenance and support of our CRM (Zoho CRM).
- Partner closely with sales leaders to understand business drivers, surface insights, and turn them into recommendations that improve decision-making.
- Build and maintain recurring and ad hoc financial analysis - trend, variance, cohort, and pipeline analysis - to support revenue growth.
- Support the preparation of the annual budget and rolling forecasts, working cross-functionally to keep assumptions grounded and current.
- Analyze budget vs. actuals, flag material variances, and write the narrative that explains the "why" behind the numbers.
- Support and help build the analysis and presentations that go to investors, the board, and the executive team.
- Continuously improve reporting, find smarter ways to do the work, and help raise the bar on the finance team's tooling and processes.
- Other duties as assigned.
What You Bring to the Team by Way of Skills and Experience:- Bachelor's degree in Finance, Accounting, or related field required.
- 2+ years of experience required.
- Advanced Excel skills - you're fluent in financial modeling, complex formulas, and large data analysis.
- CRM experience preferred.
- Strong analytical horsepower paired with sharp attention to detail and accuracy.
- Excellent communication and presentation skills - you can make numbers tell a clear story to non-finance audiences.
- A positive, service-oriented attitude and the flexibility to re-prioritize quickly in a fast-paced environment.
- Bonus if you have: hands-on experience with AI tools (Claude or Copilot), CRM (Zoho or HubSpot), SQL, BI tools (Tableau or PowerBI), and FP&A tools (Aleph, Datarails, or Vena).
Preference will be given to applicants who submit a cover letter explaining how their background fits the job requirements.What is in it for You and Why you Should Apply:- Market-competitive pay based on education, experience, and location.
- Highly competitive medical, dental, vision, Life w/ AD&D, Short-Term Disability insurance, Long-Term Disability insurance, pet insurance, identity theft protection, and a 401(k) retirement savings plan.
- Employee wellness program.
- Employee rewards, discounts, and recognition programs.
- Generous company-paid holidays (12 per year), vacation, and sick time.
- Paid paternity/maternity leave.
- Monthly connectivity/home office stipend if working from home 5 days a week.
- A supportive and positive space for you to grow and expand your career.
Pay Range Disclosure:The advertised range represents the expected pay range for this position at the time of posting based on education, experience, skills, location, and other factors.
Salary Description
$80k - $90k/yr. DOE
