Financial Analyst at ActiveCampaign

Chicago, Illinois, United States

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Not SpecifiedCompensation

Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Technology, SaaSIndustries

Requirements

2-3 years of hands-on experience in Financial Planning & Analysis (FP&A), with significant exposure to or prior experience supporting technology or software companies
Bachelor's degree in Finance, Business Administration, Accounting, or a related field
Exceptional analytical and financial modeling skills, with advanced proficiency in Excel/Google Sheets, and the ability to distill complex financial data into clear, actionable insights
Experience with product investment ROI modeling, analyzing how product decisions drive financial outcomes across customer acquisition, retention, and monetization/expansion
Prior experience with Amazon Web Services (AWS) cost modeling and forecasting or knowledge of SaaS business models and technology industry trends
Exceptional communication skills and proven ability to present and translate complex financial information and recommendations to non-finance, executive-level audiences
Proficiency in financial systems (experience with NetSuite and Looker is a significant plus)
Detail-oriented and highly organized approach, with proven ability to manage multiple priorities simultaneously in a fast-paced environment
Curiosity and willingness to leverage AI and new tools to continuously improve and streamline financial processes

Responsibilities

Own the monthly financial close for Tech & Product, meticulously managing accruals and performing deep-dive variance analysis to ensure forecasting accuracy
Act as a strategic partner to Technology and Product leaders, presenting and interpreting monthly financial performance (budget vs. actuals) and highlighting key trends and drivers to inform immediate business decisions
Architect and manage the comprehensive headcount and vendor spend forecasts, proactively collaborating with HR and Procurement teams to manage the organization's resource plan
Develop and maintain sophisticated, driver-based financial models, specifically owning the data & hosting (AWS) forecast using customer-centric cost modeling principles
Conduct and synthesize advanced financial analysis (e.g., R&D spend visibility, product investment ROI) into clear, concise, and actionable recommendations for senior business stakeholders
Support the annual budget process and contribute to the preparation of materials for quarterly Board of Directors updates, providing a critical view of strategic investments

Skills

Key technologies and capabilities for this role

FP&AFinancial ModelingVariance AnalysisForecastingAWSAccrualsHeadcount PlanningVendor Spend ForecastingROI AnalysisBudgeting

Questions & Answers

Common questions about this position

What experience level is required for this Financial Analyst role?

The role requires 2-3 years of hands-on experience in Financial Planning & Analysis (FP&A), with significant exposure to or prior experience supporting technology or software companies.

What education is needed for this position?

A Bachelor's degree in Finance, Business Administration, Accounting, or a related field is required.

What technical skills are essential for this Financial Analyst job?

Exceptional analytical and financial modeling skills with advanced proficiency in Excel/Google Sheets are required, along with experience in product investment ROI modeling, AWS cost modeling and forecasting, and proficiency in financial systems like NetSuite and Looker.

Is this a remote position or does it require office work?

This information is not specified in the job description.

What is the salary or compensation for this role?

This information is not specified in the job description.

ActiveCampaign

Customer experience automation platform for businesses

About ActiveCampaign

ActiveCampaign offers a platform that helps businesses automate and personalize their customer interactions by integrating sales, marketing, and customer service functions. The platform includes tools for email marketing, customer relationship management (CRM), and marketing automation, along with pre-built automation templates for quick setup. ActiveCampaign stands out from competitors by focusing on a wide range of industries and providing tailored automation solutions. The company's goal is to enhance customer engagement and support business growth through effective automation.

Chicago, IllinoisHeadquarters

2003Year Founded

$350.2MTotal Funding

SERIES_CCompany Stage

Data & Analytics, Enterprise SoftwareIndustries

501-1,000Employees

Benefits

Health Insurance

Unlimited Paid Time Off

401(k) Company Match

401(k) Retirement Plan

Mental Health Support

Professional Development Budget

Home Office Stipend

Sabbatical Leave

Risks

Increased competition from Mailchimp and Constant Contact may pressure pricing.

Integration with OneSignal raises potential data privacy concerns.

Expansion into new markets like Poland requires significant investment and resource management.

Differentiation

ActiveCampaign offers 800+ pre-built automation for diverse business needs.

The platform integrates sales, marketing, and customer service for seamless customer interactions.

ActiveCampaign HQ provides tailored solutions for franchise and multi-location businesses.

Upsides

Integration with OneSignal enhances push notification capabilities for better customer engagement.

New executive team members bring proven martech experience, driving strategic growth.

Expansion into Krakow taps into local technical expertise, strengthening global operations.

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