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Financial Analyst
Orange County Metro Area
JN -012020-22553

Financial Analyst

Irvine, CA 92618

The Financial Analyst will support Finance, Sales, Operations other Management team members to help drive key strategic decision-making. This role is responsible for analyzing, interpreting and summarizing financial data for the use of management and managing reporting processes. The Financial Analyst requires collaborative cross-functional efforts to drive key projects, multi-task and executive financial planning and analysis. This individual will be independent and detail oriented to be effective in this role.


  • Salesforce experience, generating reports and putting together models (for sales team)
  • Adaptive (software) experience highly desired
  • No CPA necessary, but an accounting background would be nice (degree)
  • Industry experience preferred (Software/Saas)
  • Strong Excel (vlookup/ pivot tables)
  • P&L experience


  • Provide analytical, forecasting, reporting and project report to the Director of Finance building reports/ models using templates (not from scratch)
  • Produce monthly reports including but not limited to, key metrics, financial results and variance reporting.
  • Support the Director of Finance and CFO in the annual and regular budgeting and forecasting processes.
  • Streamline processes and regular reporting across Finance and other business functions.



  • 3-5 years working in finance and/or accounting.
  • 2+ years working in the software/SaaS industry
  • Strong system knowledge in Adaptive and Salesforce CRM. NetSuite knowledge is a plus.
  • Proven track record of working collaboratively with teams and other departments
  • Strong analytical and problem-solving skills
  • Self-motivated and highly organized team player with keen attention to detail
  • Ability to multi-task in a fast-paced environment and work independently
  • Expert in Microsoft Excel, including strong financial modeling capability
  • Excellent communication and presentation skills


Total compensation and benefits package including Medical, Dental and Vision Insurance, 401K with company match, gym membership, and much more!

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