Finance & Accounting Analyst

Finance & Accounting Analyst

We're looking for a detail-oriented Finance & Accounting Analyst with 5–7 years of experience to support our multi-entity accounting operations and business unit financial reporting. This role bridges accounting execution and finance analysis: you'll work closely with our Assistant Controller on month-end close while also partnering with business unit GMs on financial performance and reporting.

You'll report to our US-based Director of Finance and work hands-on in QuickBooks Online, Ramp, Syft, and Google Sheets. Beyond executing established processes, you'll improve them by identifying inefficiencies, strengthening controls, and translating financial data into actionable insights for business leaders.

This role is ideal for someone who enjoys both the precision of accounting operations and the analytical challenge of explaining "why the numbers moved." You'll ensure accurate, timely reporting while helping GMs understand their financial performance and supporting our Assistant Controller during month-end close.

What You'll Do Daily

• Build and maintain BU dashboards and board reporting packages in Syft
• Prepare monthly variance analysis (MoM and Budget vs. Actual) for GM reviews
• Partner with GMs to understand their reporting needs and business drivers
• Investigate and explain revenue, expense, and margin variances
• Translate financial data into clear business insights for non-finance stakeholders
• Support ad-hoc analysis requests from business units

• Support Assistant Controller on assigned reconciliations and close tasks
• Own deferred revenue recognition across SaaS products
• Prepare journal entries, accruals, and account reconciliations for review
• Analyze account balances and proactively investigate discrepancies
• Coordinate intercompany and cross-BU transactions
• Ensure assigned close tasks are completed accurately and on schedule

• Own Ramp expense reporting, categorization, and trend analysis
• Review expense coding for accuracy and consistency across BUs
• Monitor expense trends and flag anomalies or policy issues proactively
• Maintain reporting dashboards and BU-level financial templates
• Ensure data integrity between accounting systems and reporting outputs
• Improve workflows between QuickBooks, Ramp, Syft, and other platforms

• Identify opportunities to streamline reporting and close processes
• Document financial processes and improve cross-functional workflows
• Strengthen controls and data quality across systems
• Support audit preparation and financial controls documentation

What Success Looks Like

In Month 1–2:

• You independently manage assigned reconciliations and reporting tasks
• You understand the multi-entity structure and BU business models
• You begin building relationships with GM stakeholders

In Month 3–6:

• BU variance analysis is insightful and proactive (GMs come to you with questions)
• Syft dashboards and board packages run smoothly with minimal rework
• You support month-end close efficiently and catch issues before escalation
• Deferred revenue recognition is clean and well-documented

In Month 6–12:

• You operate as the go-to person for BU financial reporting and GM questions
• You proactively identify trends and insights before being asked
• You contribute meaningful process improvements that save time or increase accuracy
• You provide reliable backup coverage for Assistant Controller when needed

Requirements

Essential:

• 5–7 years of accounting or finance operations experience
• Month-end close experience, including reconciliations and journal entries
• Experience working in multi-entity or multi-business-unit environments
• Strong analytical skills: comfortable explaining variances and digging into "why"
• Experience with QuickBooks Online or other cloud accounting platforms
• Advanced Excel/Google Sheets skills (pivot tables, lookups, data modeling, variance analysis)
• Understanding of US GAAP fundamentals
• Experience with financial reporting tools and dashboards
• AI-savvy: Uses AI to work smarter while maintaining quality and judgment
• Clear written English communication for async collaboration
• Availability for 4–5 hours overlap with US Eastern Time

Preferred:

• SaaS, technology, or e-commerce experience (deferred revenue, MRR, cohorts)
• Familiarity with expense management platforms (Ramp, Expensify, Brex, etc.)
• Experience with financial reporting/BI tools (Syft, Fathom, QuickBooks, etc.)
• Previous experience supporting business unit leaders or non-finance stakeholders
• Experience improving financial processes or building reporting infrastructure
• Bachelor's degree in Accounting, Finance, or related field

What Makes Someone Successful in This Role

• You connect accounting to the business. You don't just reconcile deferred revenue. You explain to a GM why their MRR changed month-over-month.
• You think in systems. When reporting feels manual or fragile, you propose a better way and build it.
• You balance precision with speed. You know when "perfect" matters (close reconciliations) and when "good enough to make a decision" is better (ad-hoc analysis).
• You communicate for your audience. You translate technical accounting into plain English for GMs and provide rigorous detail for the Assistant Controller.
• You want to grow your finance skillset. You're motivated to deepen your expertise in SaaS financial operations and expand from accounting execution into strategic finance analysis over time.

Who You'll Work With

• Director of Finance (Your Manager): Sets priorities, reviews BU reporting and analysis, partners on GM relationships.
• Assistant Controller: Technical accounting lead, owns month-end close, provides backup and technical guidance.
• Business Unit GMs: Your key stakeholders. You help them understand their numbers and make better decisions.
• Head of People: Partners on headcount reporting, budget tracking, and cross-functional projects.

Hiring Process

1. Initial Screen - With our Recruiting Partners (Hire with Near) - 30 Minutes

2. Trial Project/Assignment - 3 to 4 Business Days to complete

3. First Round Interview with Joe Guzik, Director of Finance - 45 Minutes

4. Second Round Interview with Eduardo Strebe, Assistant Controller - 30 Minutes

5. Final Round Interview with Austin Simon, CEO - 30 Minutes

6. References

7. Offer

Benefits & Perks

• Flexible Time Off
• Public Holidays
• Paid Parental Leave
• Work From Home Stipend
• Co-working Space Allowance
• Learning Stipend
• Therapy Reimbursement

$30,000 - $45,000 a year The base salary range for this role is $30,000 to $45,000 USD per year, depending on experience, qualifications and location.

We know that many candidates only apply if they meet 100% of the qualifications - but we believe in potential. If you're excited about this role and think