Financial Analyst II, GTM at Floqast

San Jose, California, United States

Apply Now

Not SpecifiedCompensation

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

Full TimeJob Type

NoVisa

SaaS, FinTechIndustries

Requirements

Bachelor’s Degree in accounting or Finance, MBA preferred
3+ years of experience in Financial Analysis and Accounting
Experience in financial modeling and forecasting
Exposure to SaaS sales and marketing

Responsibilities

Develop, maintain, and enhance current reporting financial metrics for internal and board of directors reporting
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 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

Skills

Key technologies and capabilities for this role

Financial ModelingForecastingBudgetingVariance AnalysisFinancial ReportingP&L AnalysisDashboard AutomationAnalyticsAd Hoc ReportingSaaS Metrics

Questions & Answers

Common questions about this position

What is the work location and schedule for this role?

The position is hybrid, requiring office presence 3 days per week (Tuesday through Thursday), and will transition to 4 days per week starting in 2026 by adding Mondays. Visa sponsorship is not available.

What is the salary for this Financial Analyst II position?

This information is not specified in the job description.

What are the key requirements for this role?

Candidates need a Bachelor’s Degree in accounting or Finance (MBA preferred), 3+ years of experience in Financial Analysis and Accounting, experience in financial modeling and forecasting, and exposure to SaaS sales and marketing.

What kind of team will I be working with in this role?

You will partner closely with Sales and Marketing leadership teams as a trusted subject matter expert and business partner, providing decision support through financial analysis.

What makes a strong candidate for this Financial Analyst II position?

A strong candidate will have a Bachelor’s in accounting or Finance (MBA preferred), 3+ years in financial analysis and accounting, hands-on experience with financial modeling, forecasting, and SaaS sales/marketing exposure.

Floqast

Financial close management software for accounting teams

About Floqast

FloQast offers Financial Close Management Software that helps accounting teams automate and streamline the financial close process at the end of a fiscal period. The cloud-based solution integrates with existing ERP systems and Excel, allowing for automated reconciliations and organized financial documentation for audits. Unlike competitors, FloQast can be fully implemented and trained within two weeks, making it easier to adopt. The company's goal is to improve the efficiency and accuracy of financial reporting, reducing the workload for accounting teams.

Los Angeles, CaliforniaHeadquarters

2013Year Founded

$294.6MTotal Funding

SERIES_ECompany Stage

Enterprise Software, FintechIndustries

501-1,000Employees