Not SpecifiedCompensation
Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
Fintech, Financial ServicesIndustries

Position Overview

  • Location Type: Remote (Hybrid - 2 days per week in SF or NY office)
  • Job Type: Full-Time
  • Salary: Not specified

Middesk helps businesses work together by transforming business identity verification. They provide a platform that helps companies confidently verify business identities, onboard customers faster, and reduce risk. Middesk is a Forbes Fintech 50 List and industry leader in business verification.

Requirements

  • 2-4 years of experience in FP&A, investment banking, corporate finance, or a similar analytical role
  • Strong financial modeling skills (Excel or Google Sheets) with attention to detail
  • Experience with budgeting, forecasting, and variance analysis
  • Excellent communication skills – able to translate data into clear business narratives
  • Comfort working in a dynamic, ambiguous startup environment

Responsibilities

  • Assist in monthly reporting packages: variance analysis, actuals vs. forecast/budget, and KPI tracking
  • Build clean, actionable reporting for cross-functional stakeholders (Sales, Marketing, Product, People) and Investors
  • Support the budgeting and forecasting cycles, including revenue, headcount, cost of goods sold, and operating expenses
  • Maintain and update financial models and help improve model accuracy as business complexity increases
  • Partner with key business units (sales, marketing, engineering, product) to understand financial drivers
  • Work with accounting on month-end close processes and ensure data alignment
  • Support ad hoc analysis to evaluate investment decisions, cost optimization, and business cases
  • Continuously improve reporting processes and tools for better efficiency and scalability

Application Instructions

  • Not specified

Company Information

  • About Middesk: Middesk makes it easier for businesses to work together. Since 2018, we’ve been transforming business identity verification, replacing slow, manual processes with seamless access to complete, up-to-date data. Our platform helps companies across industries confidently verify business identities, onboard customers faster, and reduce risk at every stage of the customer lifecycle. Middesk came out of Y Combinator, is backed by Sequoia Capital and Accel Partners, and was recently named to Forbes Fintech 50 List and cited as an industry leader in business verification by digital identity strategy firm, Liminal.
  • Work Model: Hybrid - 2 days per week in SF or NY office (remote candidates considered)
  • Location Preference: Candidates based near SF or NY offices should be within a commutable distance.

Skills

FP&A
Budgeting
Forecasting
Financial Modeling
Variance Analysis
KPI Tracking
Reporting
Data Analysis

Middesk

Business identity verification and compliance automation

About Middesk

Middesk provides a business identity platform that helps companies verify the identity of other businesses, a process known as Know Your Business (KYB). This is especially important for financial institutions and technology companies that need to prevent fraud and comply with regulations. Middesk's services allow clients to automate their KYB processes, which saves time and improves efficiency in operations like loan processing and business onboarding. The platform offers easy-to-integrate Application Programming Interfaces (APIs) and a customizable dashboard, giving clients access to accurate data about businesses and Secretary of States. This flexibility allows businesses to tailor the information to their specific needs. Middesk generates revenue by charging clients for access to its platform and services, making it a valuable partner for those looking to streamline their operations and enhance customer onboarding.

South San Francisco, CaliforniaHeadquarters
2019Year Founded
$75MTotal Funding
SERIES_BCompany Stage
Fintech, Financial ServicesIndustries
51-200Employees

Benefits

Medical, dental, & vision coverage
Unlimited PTO
Stock-options
401(k)
Parental leave
Hybrid work

Risks

Increased competition from new entrants like Karma3 could challenge Middesk's market position.
Integration challenges with partners like Socure may affect service delivery.
Rapid expansion post-Series B funding could strain Middesk's operational capabilities.

Differentiation

Middesk automates business verification, streamlining KYB processes for financial institutions.
The platform integrates easily with APIs, offering customizable data solutions for clients.
Middesk's partnerships enhance its offerings, like the integration with Socure for KYB/KYC.

Upsides

Rising demand for automated KYB solutions boosts Middesk's market potential.
Winning Tearsheet's Best Data Product for Lenders award enhances Middesk's industry reputation.
$57 million Series B funding supports Middesk's expansion and operational growth.

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