Financial Analyst

🕒 April 30

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Formstack

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2006

☁️ SaaS

⚡ Productivity

🤝 B2B

💰 $425M Private Equity Round on 2021-11

SaaS • Productivity • B2B

Formstack is a workplace productivity platform that helps organizations digitize information, automate workflows, and optimize processes without requiring coding skills. It provides tools for building online forms, generating documents, and facilitating electronic signatures. Integrated seamlessly with CRMs and other business systems, Formstack enables data collection, management, and analysis, enhancing data integrity and reducing manual task dependency. With its robust suite of solutions, Formstack serves over 32,000 organizations across industries such as healthcare, finance, and education, while also offering specialized tools for Salesforce users.

📋 Description

• Maintain and update financial models, forecasts, and budgets with accuracy and attention to detail • Support preparation of monthly, quarterly, and annual reporting packages for management and Private Equity stakeholders • Track and maintain SaaS metrics and KPIs, ensuring data integrity across sources • Identify and flag inconsistencies in models or reports and escalate appropriately • Support cross-functional teams with ad hoc financial analysis and data pulls • Build working knowledge of the company's systems, data flows, and reporting cadences • Communicate clearly on task status, data questions, and preliminary findings • Take on increasing scope and ownership as skills and business knowledge develop

🎯 Requirements

• Bachelor's degree in Finance, Accounting, Economics, or a related field • 1 to 3 years of experience in FP&A, corporate finance, public accounting, or a similar analytical role • Foundational understanding of financial statements (income statement, balance sheet, cash flow) • Exposure to financial modeling and reporting; willingness to build these skills rapidly • Strong attention to detail and commitment to data accuracy • Ability to manage tasks independently with clear direction and defined timelines • Clear written and verbal communication skills • Proficiency in Excel; PowerPoint experience a plus

🏖️ Benefits

• Equal opportunity employer committed to equitable hiring • Passionately dedicated to diversity in work and teams • Encouragement for individuals from all backgrounds to apply