Full-Time
Senior Financial Analyst
Financial Planning & Analysis, Revenue & Go-To-Market
FinQuery
201-500 employees
AI-powered lease accounting and contract management
No salary listed
Atlanta, GA, USA
Hybrid
Hybrid role in Atlanta, GA; expect some on-site days.
 Finance & Banking (1) |
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- Bachelor degree required with a concentration in Finance, Accounting, Economics, or a quantitative field strongly preferred
- 2+ years of experience in FP&A, Investment Banking or financial analysis, preferably in a SaaS or Cloud software company
- High fluency with HubSpot or equivalent CRMs, FP&A data systems (such as Adaptive, Anaplan, Planful, etc.), and BI tools like PowerBI
- Strong understanding of SaaS unit economics, top-line revenue metrics, and recurring revenue business models
- Exceptional MS Excel and financial modeling skills with experience handling large tables and datasets, array formulas, and pivot tables
- Familiarity with ASC 606 revenue recognition guidelines and SaaS contract structures
- Proven ability to collaborate effectively with cross-functional partners across Sales, Marketing, and Customer Success
- High attention to detail with strong analytical, research, and data mining capabilities
- Proactive and self-motivated work ethic with the ability to manage multiple projects independently
- Strong communication skills and an upbeat personality to partner across all management levels
- Lead revenue analysis, forecasting, and revenue waterfall builds including bookings, ARR, churn, retention, and expansion revenue
- Act as the finance subject matter expert on go-to-market systems including HubSpot, pipeline data tracking, renewal revenue tracking, and deal mechanics
- Partner closely with Sales and Marketing leadership on pipeline contribution modeling, quota planning
- Track and own key top-line SaaS metrics including but not limited to Net Revenue Retention, Gross Revenue Retention, Bookings Growth, Pipeline Coverage for executive and board reporting
- Develop and maintain financial models, templates, reports, and dynamic executive dashboards
- Perform periodic customer cohort analysis to uncover growth trends, expansion drivers, and churn risks
- Prepare top-line presentation materials and performance reports for leadership meetings
- Ensure offline reporting reconciles seamlessly with existing system-based management reporting
- Support ad hoc revenue analysis and strategic growth initiatives as needed
FinQuery is an AI-powered accounting automation and contract management platform designed for accounting and finance teams. It automates tedious, manual tasks like lease accounting under standards such as ASC 842, IFRS 16, and other regional rules, and centralizes contract management in one place. It also automates prepaid and accrual accounting to replace spreadsheets. The product works by handling complex accounting tasks automatically and keeping track of critical deadlines, helping users accelerate their close, streamline budgeting and forecasting, and stay compliant. FinQuery differentiates itself by serving a large user base (over 36,000 professionals), focusing on end-to-end automation of lease, contract, and accrual processes, and providing a centralized, compliant workflow. The company aims to reduce risk, boost efficiency, and enable confident compliance for finance teams.
Company Size
201-500
Company Stage
N/A
Total Funding
N/A
Headquarters
Atlanta, Georgia
Founded
2011
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See people who can refer or advise you
Simplify's Take
What believers are saying
- TA Associates' majority investment funds international expansion and product innovation.
- Jacob Fabbri and Michael Gerson strengthen demand generation and customer success.
- Broadening into prepaids and accruals creates cross-sell opportunities across finance workflows.
What critics are saying
- ERP vendors can bundle lease, prepaid, and accrual automation into existing suites.
- Specialized rivals can undercut pricing while matching compliance features.
- International expansion increases localization complexity across fragmented accounting standards and regulations.
What makes FinQuery unique
- FinQuery positions itself as an AI-powered Intelligent Subledger beyond lease accounting.
- It supports ASC 842, IFRS 16, GASB 87/96, SFFAS 54, and FRS 102.
- Its installed base spans 40,000 professionals across 8,700 organizations globally.
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Benefits
Unlimited Paid Time Off
401(k) Company Match
401(k) Retirement Plan
Health Insurance
Remote Work Options
Sabbatical Leave
Home Office Stipend
Gym Membership
Professional Development Budget
Parental Leave
Fertility Treatment Support
Adoption Assistance
Mentorship Program
Company News
FinQuery's lease accounting solution, LeaseQuery, has secured the top position on G2's Lease Accounting Software Grid for the 20th consecutive quarter, marking five years of uninterrupted market leadership. The company ranked first across Enterprise, Mid-Market and SMB segments. The Atlanta-based firm achieved a 98% satisfaction score, consistently outperforming competitors by 15-20 points. Its platform serves over 40,000 users and maintains 96% product trajectory approval and 94% support quality ratings. The milestone coincides with FinQuery's international expansion following a majority investment from TA Associates. The company recently appointed Jacob Fabbri as Chief Marketing Officer and Michael Gerson as SVP of Customer Success to support global growth. FinQuery's AI-powered platform automates lease accounting compliance and accrual accounting whilst integrating with existing ERP systems.
FinQuery, an AI-powered accounting automation platform, has appointed Jacob Fabbri as chief marketing officer and Michael Gerson as senior vice president of customer success and service. The moves support the company's expansion beyond lease accounting into what it calls the "Intelligent Subledger" category. Fabbri joins from Togetherwork, where he served as CMO, whilst Gerson comes from Salesforce, where he led enterprise customer success in the Technology, Media & Telecom vertical. Both will focus on scaling FinQuery's platform, which automates accounting workflows including leases, prepaids and accruals. The company serves over 40,000 professionals across 8,700 organisations globally and has ranked as the top-rated lease accounting software on G2 for 19 consecutive quarters. FinQuery recently received majority growth investment from TA Associates.
FinQuery accelerates momentum with 19th consecutive quarter as the top-ranked Lease Accounting Software. FinQuery accelerates momentum with 19th consecutive quarter as the top-ranked Lease Accounting Software voir plus microdesk FinQuery accelerates momentum with 19th consecutive quarter as the top-ranked Lease Accounting Software. LONDON - (BUSINESS WIRE) - FinQuery, a leading provider of AI-powered accounting automation software, announced today that its lease accounting solution, LeaseQuery, earned the No. 1 position on G2's Lease Accounting Software Grid for the 19th consecutive quarter. The platform also ranked No. 1 within Enterprise, Mid-Market and SMB grids, reflecting FinQuery's ability to flexibly serve customers across all stages. LeaseQuery maintains one of the highest satisfaction profiles in the category, supported by 474 customer reviews and a 4.5 out of 5 star rating. Highlights from the latest report include: * Overall satisfaction score: 97 (+21pts higher than the closest competitor) * Quality of Support: 94% * Ease of Doing Business With: 95% * Likelihood to Recommend: 92% * Product Heading in the Right Direction: 96% "FinQuery continues to deliver what finance teams value most: accuracy, efficiency and confidence in their data. We're also excited to maintain our status as a leader in the market as we are beginning to serve more U.K. customers, many of whom are in the process of adopting the FRS 102 standard for the first time," said Joe Schab, CEO of FinQuery. "In 2026, we are accelerating our investments in innovation and our commitment to fully modernise how organizations manage and report on their financial agreements." FinQuery, which recently announced a majority investment from TA Associates, recently appointed Michael Baldock as executive chairman. Baldock joins FinQuery at a time when the company is scaling its unified subledger platform and expanding internationally. Prior to FinQuery, Baldock served as CFO at Abcam, a publicly listed health sciences company, and held senior roles at Lazard and HSBC. "FinQuery is at an inflection point, and I am committed and enthusiastic to step into the role of Executive Chairman at such a pivotal time," said Baldock. "The recent TA Associates partnership, coupled with the relentless pace of product innovation and these outstanding customer satisfaction scores, demonstrates a clear, accelerating path for the company. We will continue to invest aggressively to deliver the most trusted and efficient accounting solutions for the controllership." With the U.K. and Ireland compliance deadline for FRS 102 approaching, FinQuery is strengthening its commitment to the market and its growing customer base. To ensure success with local regulatory requirements, FinQuery is investing in the product and market through: * Establishing a U.K. Customer Advisory Board focused on local support and service, particularly in understanding the new FRS 102 lease accounting standard. * Actively hiring for multiple channel and sales roles to expand regional support. * Attending key 2026 tradeshows, including FAB UK, Accountex London, and Accountex Manchester, to connect with partners and customers. Through 2025, FinQuery introduced enhancements across its platform, and its AI and workflow automation capabilities. These updates support FinQuery's broader vision to unify leases, contracts, and fixed assets into an AI-enabled subledger that improves accuracy, speeds audits, and simplifies compliance. * FRS 102 lease accounting functionality ahead of the U.K. and Ireland compliance deadline. * FX rate integration and UI performance improvements for its expanding global customer base. * AI-assisted workflows for contract and source document entry automating contract abstraction, classification, and matching to existing records. * Email document ingestion driving ease of use around document collection and entry. About FinQuery FinQuery, formerly LeaseQuery, is a dedicated subledger that simplifies lease accounting compliance (ASC 842, IFRS 16, GASB 87 & 96, SFFAS 54, and FRS 102) and automates prepaid and accrual accounting. Built by accountants for accountants, its AI-enabled, CPA-approved SaaS platform empowers 40,000+ professionals by abstracting source documents like leases, contracts, and invoices into a complete system of record. FinQuery integrates with and complements your ERP, simplifying complex accounting, accelerating month-end close, streamlining the audit, and enhancing internal controls. Learn more at FinQuery.com.
The latest M&A deals include announcements on M-One Capital, BenefitFlow, TA Associates, FinQuery, Cathay Capital, Powell Software
FinQuery announced a majority growth investment from TA Associates to scale its AI-powered accounting automation platform. This partnership aims to enhance FinQuery's capabilities in compliance, control, and efficiency for Controllers and CFOs. The investment will support product innovation and strategic growth, including potential acquisitions. Financial terms were not disclosed. FinQuery's leadership will co-invest alongside TA, reinforcing their commitment to the company's growth.