Job Description
Financial Analyst II, GTM Location Hybrid work in San Jose, CA : FloQast is seeking a talented finance professional for a unique opportunity supporting our Sales and Marketing teams. The individual will provide decision support through analysis of financial and non-financial metrics. As a Financial Analyst II, you will be viewed as a subject matter expert and a trusted partner among our Sales and Marketing leadership teams.
This role has a requirement of working in office 3 days per week (Tuesday - Thursday). Starting in 2026, we plan to expand to 4 days per week, adding Mondays. - Visa sponsorship is NOT available at this time
What You'll Do
- Develop, maintain, and enhance current reporting financial metrics for both internal and board of directors reporting for the entire company's 3 financial statements.
- Create, maintain, and automate team-wide financial reporting of P&L views during Forecast, Flux, Outlook, and create automated business-partner level reporting for budgeting.
- Coordinate & drive finance-wide forecasting, budgeting, and variance analysis on a department level.
- Partner closely with business leaders in the company to drive operational excellence, finance insights, forecasting accuracy & organizational accountability.
- Participate in the preparation of monthly forecasts, annual budgets, cost trackers, and long-range plans.
- Refine and enhance existing forecasting processes and financial models to improve accuracy and usability.
- Develop dashboard automation of financial processes with business partners.
- Design and deliver insightful analytics and ad hoc reporting to evaluate spending efficiency.
- Utilize financial data to support annual budgeting, monthly forecasting, and quarter-end close activities.
- Provide reports for business partners to enable them to manage their budgets and headcount effectively and in accordance with annual plan
- Partner with Sales and Marketing leaders to analyze and forecast key drivers of go-to-market performance.
- Conduct sales and marketing channel analysis, including ROI metrics and SaaS KPIs such as Customer Lifetime Value (LTV) and Customer Acquisition Cost (CAC).
- Become a trusted expert on granular details behind face financial statements, such as vendor and customer level actuals.
- Conduct and deliver pipeline analyses across the full sales funnel—from pre-opportunity to closed deals.
- Communicate financial and operational findings to leadership teams clearly and effectively.
- Help drive scalable financial systems that integrate seamlessly with other tools, supporting data-driven decision-making at all levels.
- Support management and department heads with ad hoc analysis, financial reporting, and special projects as needed.
- Any other tasks that may be assigned to help the company meet its goals
What You'll Bring
- Bachelor's Degree in accounting or Finance, MBA preferred.
- 3+ years of experience in Financial Analysis and Accounting.
- Experience in financial modeling and forecasting, with exposure to SaaS sales and marketing metrics (e.g., LTV, CAC).
- Strong accuracy and attention to detail in fast-paced, multitasking environments
- Proven ability to meet tight deadlines with excellent organizational skills
- Strong cross-functional collaboration across all levels of management
- Advanced Excel and PowerPoint skills; confident presenting to leadership
- Exposure to AI tools and automation solutions to streamline financial reporting and analysis
- Supported AI-driven initiatives by helping structure data, test tools, and interpret results
- Experience with ERP & Financial Planning systems (e.g., NetSuite, Anaplan, Adaptive, Pigment)
- Used tools like ChatGPT, Gemini, or Excel AI to enhance productivity and speed up routine tasks
- Experience using an ERP planning tool to streamline budgeting, forecasting, and reporting, enhancing data accuracy
- Excellent interpersonal skills for consolidating and coordinating inputs across functions
- Naturally curious, with a collaborative approach to problem-solving
Nice to haves:
- Experience within the SaaS/Software industry preferred
#LI-LB1 The base pay range for this position is $80,000 - $120,000. This position may be eligible for a bonus plan in addition to base pay. Compensation is not limited to base salary. FloQast values our Total Rewards, and offers a competitive and elaborate Benefits Package including, but not limited to, Medical, Dental, Vision, Family Forming benefits, Life & Disability Insurance, and Unlimited Vacation. FloQast reserves the right to amend, change, alter, and revise pay ranges and benefits offerings at any time. All applicants acknowledge that by applying to this position you understand that this specific pay range is contingent upon meeting the qualifications and requirements of the role, and for the successful completion of the interview selection and process. It is at the Company's discretion to determine what pay is provided to a candidate within the range associated with the role. About FloQast: FloQast is the leading Accounting Transformation Platform in accounting workflow automation created by actual former accountants for accountants. By streamlining and modernizing daily accounting tasks, FloQast helps teams collaborate more effectively and complete their work with greater efficiency and precision. This cloud-based, AI-powered software is trusted by over 3,000 accounting teams, including those at Snowflake, Twilio, Instacart, and The Golden State Warriors—and continues to grow. Our mission is to continuously elevate the accounting profession, enhancing both its practice and perception. Our values act as a guiding compass, shaping every decision we make, and are non-negotiable, particularly in our hiring process. Alongside our employees, partners, and customers, we embody these values every day: Unwaveringly Authentic Ambitious with Integrity Empowered to Grow Committed to Collaboration Customer Obsessed in All Ways FloQast is regularly rated as a Best Place to Work ! - Inc. Magazine's Best Workplaces in 2024, 2023, 2022, and 2021
- Best Places to Work by LA Business Journal since 2017 (that's 8 years!)
- Built In's Best Place to Work in Los Angeles 6 years in a row!
Because we are Customer Obsessed in All Ways, check out what our customers have to say about FloQast on G2 Crowd . FloQast, Inc is committed to operating fair and unbiased recruitment procedures allowing all applicants an equal opportunity for employment, free from discrimination on the basis of religion, race, sex, age, sexual orientation, disability, color, ethnic or national origin, or any other classification as may be protected by applicable law. We aim to recruit the right people for the jobs we have to offer, and to assess applications on the basis of relevant skills, education, and experience. We welcome people of different backgrounds, experiences, abilities, and perspectives. We are an equal opportunity employer and strive to provide a professional and welcoming workplace for all employees.
Job Tags
Full time, 3 days per week,