Corporate Finance Analyst

Job Description

Financial Analyst | Scale.jobs

The Tone:
This role focuses on overseeing rigorous financial modeling, forecasting, and reporting to directly support strategic decision-making and ensure comprehensive regulatory compliance for Scale.jobs. It serves as a critical bridge between corporate finance operations and executive leadership, adeptly translating complex financial performance data into clear, actionable strategic insights. The position emphasizes maintaining strict US GAAP compliance, preparing essential elements of SEC filings, including 10-K and 10-Q disclosures, and executing internal controls under the SOX 404 framework, all within a lean, high-performing corporate finance team.

The TL;DR
• Role: Mid-Career
• Team: Corporate finance team, interfacing with accounting, legal, and operational department heads.
• Mission: To support strategic decision-making and ensure regulatory compliance through rigorous financial modeling, forecasting, and reporting processes.
• Tech Stack: Microsoft Excel, ERP systems (NetSuite, Workday, SAP), Tableau, Power BI, SQL.

What You’ll Actually Do
• Financial Forecasting: Build and meticulously maintain detailed three-statement financial models in Excel, crucial for accurate forecasting of revenue, OpEx, and cash flow on a continuous rolling monthly basis.
• Performance Reporting: Prepare comprehensive monthly and quarterly variance analyses that compare actual results against established budgets and forecasts, clearly flagging critical risks and opportunities for executive leadership.
• Regulatory Filings: Support the rigorous preparation of SEC filings, which includes drafting precise footnotes, management discussion and analysis (MD&A) sections, and all necessary supporting schedules for full disclosure.
• Internal Controls: Design, carefully document, and execute key SOX controls specifically over financial reporting, ensuring full compliance with both internal and external audit standards.
• Executive Insights: Develop and maintain executive-level dashboards utilizing Tableau or Power BI to effectively track key SaaS metrics, departmental spend, and the efficiency of capital allocation.

The Must-Haves
• Background: A Bachelor’s degree in Finance, Accounting, Economics, or a highly quantitative field, coupled with a deep technical understanding of US GAAP, SOX compliance, and SEC reporting guidelines.
• Experience: 3-6 years of experience in corporate finance, investment banking, or public accounting (Big 4 preferred). Proven experience with ERP systems like NetSuite, Workday, or SAP.
• Skills: Advanced proficiency in Microsoft Excel, including VBA, complex nested formulas, and financial modeling. Strong communication skills to effectively explain financial concepts to non-finance stakeholders.
• Bonus: Active CPA license, CFA charterholder, or experience using SQL and BI tools to extract and analyze large data sets.