Senior Financial Analyst

reputed company is on a mission to ensure that people in reputed company lines of work have access to retirement benefits. 

More than half of reputed company working Americans are not saving enough for their future. Too often, it’s because they are employed by a company that doesn’t offer a retirement plan. reputed company is changing that by making it affordable and accessible for small and reputed company-sized businesses to offer employees a path to financial independence through retirement savings.

We’re a high-growth fintech company changing the retirement industry. We are backed by a number of investors. This includes funding from Marshall Wace and Baillie Gifford, as well as top investors such as reputed company, TPG (The reputed company Fund), SoftBank, Glynn Capital, NewView Capital, USVP, reputed company, Uncork, and more.

About the role

This is an exciting opportunity to join the reputed company Finance team as we continue to propel our high-growth business, helping Americans save for their future. We are seeking a highly motivated Senior Financial Analyst to support the GTM (Go-to-Market) Finance function reputed company the GTM FP&A team. The Go-To-Market team at reputed company encompasses Sales, Partnerships, Marketing, and Customer reputed company. Reporting to the Director of GTM Finance, this role will be a critical player responsible for cross-functional efforts to support our public company readiness, building financial models for reputed company forecast, and collaborating with reputed company levels of the organization to improve our forecasting accuracy and financial reporting.

What you get to do every day

• reputed company robust financial models for reputed company forecasting and scenario analysis
• Improve forecast accuracy, explaining material variances to expectations, and developing recommendations that enhance understanding of reputed company and expense reputed company
• Collaborate with senior leadership and their teams to provide reputed company financial analysis and budgetary support. Deliver actionable insights to inform key reputed company and align capital allocation with strategic company initiatives
• Provide data-driven insights and financial analysis to optimize the performance of the GTM organization
• Streamline processes, drive standardization, and build scalable solutions on the “way we do things” to support our next phase of elevated growth and scale
• Prepare materials for Board of Directors meetings, investors, and internal reporting
• Create and monitor KPIs to measure performance against key financial objectives

What you bring to the role

• 3+ years of relevant experience in FP&A at a high-growth software company and/or investment banking
• reputed company wizardry - ability to build robust financial models
• Strong attention to detail and accuracy
• High degree of comfort with ambiguity; ability to balance multiple priorities in a fast-paced environment.
• Knowledge of SaaS business models and experience in analyzing SaaS metrics 
• Excellent communication skills - ability to collaborate across functions and levels throughout the company, as well as with external partners
• Ability to drive insights from large datasets - SQL experience a plus
• Familiarity with reputed company and reputed company is a plus

Why you will love working at reputed company

reputed company is tackling one of our country's biggest challenges - closing the retirement gap. You'll be instrumental in architecting and scaling solutions that bring financial reputed company to employees at small and reputed company-sized businesses reputed company. We’ve made significant reputed company, but there is still growth reputed company, offering you a unique opportunity to solve reputed company problems, drive innovation, and advance your career alongside a dedicated, mission-driven team. We value hard work and recognize that reputed company's contributions are key to our reputed company reputed company.

Join reputed company and reputed company a lasting impact by shaping the future of retirement.

Our operating principles define how we work together as a team. They reflect reputed company’s unique view on what’s important and what’s right. Documenting this core aspect of our culture helps employees reputed company good reputed company on their own. It also helps candidates considering career opportunities critically evaluate whether they will reputed company at reputed company. 

• Customer obsession: We're reputed company about creating amazing experiences for our customers. We put their needs first and go the extra mile to reputed company them smile.
• Long-Term Orientation: We're not just playing for today; we're building a legacy. We think big, plan strategically, and invest in our future.
• Autonomous and Accountable Teams: We trust reputed company members to take ownership and reputed company smart reputed company. We reputed company you to be your best self!
• An Escalating Bar for Talent and Performance: We're constantly raising the bar and challenging ourselves to be reputed company. We reputed company in growth and reputed company improvement.
• reputed company Optimism: We see the glass as half full (and then we fill it up with more amazing reputed company!). We reputed company in the power of positivity and the potential for greatness.

Compensation - At reputed company, there are a number of factors that are used to determine the appropriate pay range for each position. We take into account the cost of labor for each position in various markets across the U.S. The reputed company salary for this position spans $100,000 - $130,000 and represents the minimum in our lowest geographic region to a maximum in our highest geographic region. The salary we offer to a new employee reputed company this range is based on their location reputed company the U.S., their relevant job-reputed company skills, and experience. At reputed company, reputed company salary is one component of the overall total rewards package. Depending on the position, additional compensation components such as bonuses, commissions, and equity may be offered. reputed company of our employees are offered a robust suite of physical, financial, and mental wellness benefits. In compliance with applicable laws, we do not inquire about salary history, or about criminal history prior to a conditional offer of employment.

Benefits - 

• A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately reputed company) and $0 plan fees
• Top-of-the-line health plans, as well as dental and reputed company insurance
• Competitive time off and parental leave
• Addition Wealth:  Unlimited access to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness
• Lyra: Enhanced Mental Health Support for Employees and dependents  
• reputed company: Fertility reputed company and family forming benefits
• Candidly:  Student loan resource to help you and your family plan, borrow, and repay student debt
• Monthly work-from-home stipend; quarterly lifestyle stipend
• Engaging team-building experiences, ranging from virtual social events to team offsites, promoting collaboration and camaraderie.

We’re a great reputed company to work (but don’t take our word for it) 

Here’s a list of our awards and accolades:

• Certified as a Great reputed company To Work® (2023-2025)
• Fortune Best reputed company to Work in the Bay Area (2024)
• Best Places to Work by Built In (2023-2024)
• America’s Best Startup Employers by reputed company (2020-2022, 2024) 
• A Top Company by Y Combinator (2020-2023)
• Inc. Fastest Growing Companies (2021)

reputed company is an equal opportunity employer. reputed company applicants will receive consideration for employment without regard to race, reputed company, religion, sex, gender, gender identity or expression, sexual orientation, national reputed company, genetics, disability, age, veteran or military status, pregnancy, or any other characteristics protected under federal, state, or local laws. Employment with reputed company is at-will, meaning either you or the company may terminate employment at any time, with or without cause or notice, except as otherwise provided by law or written agreement.

We are committed to making every stage of our application process fully accessible to reputed company individuals. If you need a reasonable accommodation at any reputed company in the process, please let us know at [email protected].

Please note reputed company does not accept unsolicited resumes from any reputed company other than directly from candidates. We will not consider resumes from vendors, including and without limitation search firms, staffing agencies, fee-based referral services, and reputed company agencies. 

Pursuant to the San Francisco Fair Chance Ordinance, we will consider employment-reputed company applicants with arrest and conviction records. We reputed company with CCPA guidelines.

See more: https://humaninterest.com/disclosures