Senior Financial Analyst

Accounting Role

The role will be responsible for assisting with various accounting & reporting functions, reporting to the Senior Controller. The environment is entrepreneurial, fast-moving, and evolving — ideal for professionals who thrive in building structure and driving process improvements. This is an excellent opportunity to help shape financial infrastructure within a SaaS business environment partnering closely with leadership, financial, and technical teams.

Duties and Responsibilities include but are not limited to the following:

• Financial reporting – preparation of monthly financial statement with a perspective for improvement and automation, where appropriate
• Perform month-end close activities such as review of timing of financial statement activity, monitoring all balance sheet accounts to ensure understanding of account changes, perform account reconciliations in support of Balance Sheet position, and oversight that data/activity align with proper accounting treatment.
• Management of reporting provided by various sources in support of key metric reported to senior management, external business partners, bank partners, auditors and other authorities on timely basis
• Assist with oversight of financial reporting to assess integrity of large data environment with hundreds of thousands of customer account balances and large cash movement activity
• Assist with improving financial forecast and analytic support files to monitor delivery of committed results provided to senior management and private equity partner
• Lead with ad-hoc development of dashboards and data models utilizing data warehouse tools to better analyze and present monthly results
• Act as a key contributor and assist with the research, selection and implementation of integrated accounting systems, state-of-the-art cash management technology and other expense tracking and reporting tools
• Perform daily duties in line with Information Security Policies and Procedures.
• Ensure that information Confidentiality, Integrity and Privacy is always maintained with processing information assets.

Qualifications and Required Skills

• Bachelor's degree in accounting or finance, required
• 3–5+ years of experience in financial systems, finance, or accounting roles
• Strong understanding of accounting principles, financial statement generation, and managing integrity of data
• Experience with implementations of ERP or financial platforms (e.g., Workday, NetSuite, Intacct, etc.)
• Experience working with data warehouse tools utilizing Snowflake, Sigma, Power BI or similar analytical tools
• Excellent project management and cross-functional collaboration skills, preferred
• Knowledge/ experience converting manual to automated processes using AI (Claude, Gemini, etc), preferred
• Large volume cash management exposure from working within banking or POS industries with an understanding of technology to assist in tracking and reporting financial activity, preferred

What Will Make You Stand Out

If you are a system optimization enthusiast excited to help scale standard analytical and accounting tools to better manage large data, provide faster results through automation (transaction tracking systems, optimizing financial analytical tools, AI process improvement implementation, etc) in a SaaS business environment, this is a great role for you!