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Tech Stack
Tools & technologiesERP
About the role
Key responsibilities & impact- Maintain and update financial models, forecasts, and budgets
- Prepare monthly, quarterly, and annual reporting packages for management and stakeholders
- Track and maintain SaaS metrics and ensure data integrity across sources
- Identify and flag inconsistencies in models or reports and escalate appropriately
- Provide ad hoc financial analysis to cross-functional teams and management
- Serve as decision support for departments and contribute to growth strategies and mid- to long-range planning
- Build working knowledge of company systems, data flows, and reporting cadences
- Use AI tools and workflows to improve analysis efficiency and quality
- Communicate task status, data questions, and preliminary findings
- Report to the Manager of FP&A
- Complete phone screen, hiring manager interview, technical assessment, and final Finance leadership interview as part of the hiring process
Requirements
What you’ll need- 1–3 years of experience in FP&A, corporate finance, public accounting, or a similar analytical role
- Ability to understand how revenue and expense decisions impact the Income Statement and Statement of Cash Flows
- Strong knowledge of GAAP standards, general accounting practices and procedures, financial analysis, and end-to-end business processes
- Strong knowledge of Excel or Google Sheets, with sophisticated modeling abilities
- Direct experience using AI to enhance reporting and analysis
- Strong interpersonal, communication, analytical, and planning skills
- Ability to work on routine assignments following established procedures with minimal direct supervision
- Integrity, professional curiosity, and willingness to embrace productive discomfort
- Alignment with Teamwork, Excellence, and Integrity
- Understanding of SaaS business models and SaaS metrics
- Experience in a private equity-backed or high-growth SaaS environment
- Experience working with data across ERP, CRM, and data platforms and integrating inputs for financial modeling and reporting
- Resume and application-question submission via Workable
- Successful completion of background check prior to onboarding
- Ability to work onsite at the Columbus, Ohio office during the first week for onboarding
Benefits
Comp & perks- Significant influence over product and company direction
- 100% company-paid health, dental, vision, long-term disability, short-term disability, and life insurance
- Remote-first work arrangement
- Annual all-company event
- Free snacks, beverages, and office kegerator
- Company-sponsored laptop and headset
- Up to $500 home office stipend for equipment, furniture, and accessories
- $60/month toward home internet connection
- Generous PTO and UTO policies
- Flexible schedule
- Collaborative culture and work/life balance
- Additional bonus potential
- 401(k)
