Full-Time

Senior Financial Analyst

GTM

Confirmed live in the last 24 hours

Floqast

Floqast

501-1,000 employees

Financial close management software for accounting teams

Compensation Overview

$96k - $144k/yr

+ Bonus

Senior

No H1B Sponsorship

San Jose, CA, USA

This role has a requirement of working in office 3 days per week (Tuesday - Thursday). Starting in 2026, we plan to expand to 4 days per week, adding Mondays.

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
NetSuite
Financial analysis
Data Analysis
Excel/Numbers/Sheets
Financial Modeling
PowerPoint/Keynote/Slides
Requirements
  • Bachelor’s Degree in accounting or Finance.
  • 4+ years of experience in Financial Analysis and Accounting
  • Experience in financial modeling and forecasting, with exposure to SaaS sales and marketing metrics (e.g., LTV, CAC)
  • Strong accuracy and attention to detail in fast-paced, multitasking environments
  • Proven ability to meet tight deadlines with excellent organizational skills
  • Strong cross-functional collaboration across all levels of management
  • Advanced Excel and PowerPoint skills; confident presenting to leadership
  • 3+ years of experience with ERP & Financial Planning systems (e.g., NetSuite, Anaplan, Adaptive, Pigment)
  • Used tools like ChatGPT, Gemini, or Excel AI to enhance productivity and speed up routine tasks
  • Excellent interpersonal skills for consolidating and coordinating inputs across functions
  • Naturally curious, with a collaborative approach to problem-solving
Responsibilities
  • Collaborate with Go-To-Market teams (Sales, Marketing, Partnerships, CS, RevOps, et al.) to provide budgeting support and financial insights.
  • Assist in building ad-hoc financial models for scenario planning and analysis.
  • Maintain dashboards and track key metrics to help inform business decisions.
  • Support the annual planning and budgeting process, including data gathering, analysis, and coordination across departments.
  • Support the preparation of monthly, quarterly, and annual financial performance reports.
  • Support our bookings and GAAP revenue forecast processes.
  • Maintain analysis on workforce capacity in partnership with designated business partners.
  • Create presentations that distill complex financial data into clear, concise charts and tables for senior leadership.
Desired Qualifications
  • Experience within the SaaS/Software industry preferred

FloQast provides Financial Close Management Software aimed at helping accounting teams improve the efficiency of their financial close process. This software automates tasks such as reconciliation and validation of General Ledger balances, ensuring that financial documentation is organized and accessible for audits. It integrates with existing ERP systems and Excel workbooks, allowing for a seamless transition into the accounting workflow. Unlike many competitors, FloQast offers a quick implementation process, enabling clients to set up the software and train their teams within two weeks. The company operates on a subscription model, which allows for continuous updates and support, making it easier for mid-sized to large enterprises to maintain accurate and timely financial reporting. The goal of FloQast is to streamline the financial close process, making it more efficient and collaborative for accounting teams.

Company Size

501-1,000

Company Stage

Series E

Total Funding

$302.9M

Headquarters

Los Angeles, California

Founded

2013

Simplify Jobs

Simplify's Take

What believers are saying

  • FloQast's AI Agents automate workflows, transforming accountants' roles to reviewers.
  • The Xero integration expands FloQast's reach in the APAC region.
  • FloQast's recognition in the Deloitte Technology Fast 500 highlights its rapid growth.

What critics are saying

  • Adoption of AI Agents may face resistance from traditional accounting teams.
  • Local competitors in APAC may offer more tailored solutions than FloQast's Xero integration.
  • Global expansion efforts may stretch resources, impacting service quality.

What makes Floqast unique

  • FloQast integrates seamlessly with major ERP systems like QuickBooks and SAP.
  • The software offers built-in flux analysis for identifying significant financial data changes.
  • FloQast's cloud-based model supports remote work trends and enhances collaboration.

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Benefits

Unlimited PTO

Company-Wide Social Events

Cold Brew/Nitro On Tap

Generous Paid Parental Leave

Competitive Compensation

401k (No Matching)

Unlimited Snacks and Drinks

Family Forming Support, Benefits & Reimbursement

Pet Care Discount Program

Stock Options

Education Reimbursement

Medical, Dental, Vision (100% paid)

Charitable Donation Matching

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

1%

2 year growth

0%
FloQast
Mar 12th, 2025
Introducing FloQast AI Agents: Empowering Accountants with Automated Workflows - March 25 Virtual Showcase

Today, FloQast is proud to unveil its latest innovation, FloQast AI Agents, powered by FloQast Transform, designed to help accounting teams automate workflows and transform their roles from preparers to reviewers.

FloQast
Mar 10th, 2025
IPO 101: Everything You Need To Know About Going Public

With that in mind, in this post, FloQast, Inc. is going to introduce you to the IPO process, what it involves, and some of the key considerations for CFOs and accountants as they steer their organisations through.

Financial Post
Feb 17th, 2025
FloQast Enhances Financial Efficiency Across APAC with Xero Integration

SYDNEY, Feb. 17, 2025 (GLOBE NEWSWIRE) - FloQast, an Accounting Transformation Platform created by accountants for accountants, today announced a direct integration with Xero, the global small business platform, for customers in the Australia-Pacific (APAC) region.

OIVietnam
Jan 16th, 2025
Blazing a Trail: FloQast Wins BIG Innovation Award for Financial Services Category

Blazing a trail: FloQast wins BIG Innovation award for financial services category.

FF News
Jan 7th, 2025
FloQast Strengthens Global Expansion With New Executive Appointment in EMEA

FloQast, an Accounting Transformation Platform created by accountants for accountants, today announced that technology industry veteran John Phillips has joined the company as General Manager, EMEA.