Senior Financial Analyst, GTM

United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Fintech, Financial Services, Retirement ServicesIndustries

Requirements

Candidates should have at least 3 years of relevant experience in FP&A at a high-growth software company and/or investment banking. Proficiency in Excel for building financial models is essential, along with strong attention to detail and comfort with ambiguity in a fast-paced environment. Knowledge of SaaS business models and experience analyzing SaaS metrics are required, as are excellent communication skills for cross-functional collaboration. SQL experience is a plus, and familiarity with NetSuite and Pigment is also beneficial.

Responsibilities

The Senior Financial Analyst will develop robust financial models for revenue forecasting and scenario analysis, aiming to improve forecast accuracy and explain variances. They will collaborate with senior leadership to provide ad hoc financial analysis and budgetary support, delivering actionable insights to inform key decisions. Responsibilities include providing data-driven insights to optimize Go-to-Market organization performance, streamlining processes, and preparing materials for board meetings and investor relations. The role also involves creating and monitoring KPIs to measure performance against financial objectives.

Skills

Financial Modeling

Revenue Forecasting

Scenario Analysis

Variance Analysis

Budgetary Support

Financial Reporting

Data Analysis

Cross-functional Collaboration

Human Interest

Simplifies retirement savings plans for businesses

About Human Interest

Human Interest simplifies the setup and management of retirement savings plans for small to medium-sized businesses. It offers a unique 401(k) plan that provides a 3% cash back on employee contributions, encouraging savings for employees earning $60,000 or less annually. The company handles all aspects of 401(k) plan administration, including syncing with payroll, processing contributions, and managing compliance testing and IRS paperwork, allowing businesses to focus on their core operations. Human Interest stands out from competitors by offering transparent pricing with no transaction fees, making it more affordable than traditional retirement benefits. Additionally, it provides financial education through its (k)ickstart™ classroom, which includes a free course for first-time savers, along with award-winning customer service and a mobile-friendly experience.

San Francisco, CaliforniaHeadquarters

2015Year Founded

$561.2MTotal Funding

DEBTCompany Stage

Fintech, Financial ServicesIndustries

501-1,000Employees

Benefits

Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation

Top-of-the-line health, dental, and vision, with employee premiums fully paid and dependent premiums 50% covered by Human Interest

Stock options for every employee

Generous PTO policy

HSA or FSA offering with an annual employer contribution

Short/Long-term disability and life insurance

Generous parental leave policy

Dollar-for-dollar match of employee donations to nonprofit 501(c)(3) organizations, up to $1,000 per year

Monthly work from home stipend

Annual wellness stipend

Risks

Increased competition from established financial institutions may pressure market share.

Rapid expansion into Utah could strain resources and operational capacity.

Reliance on technology makes Human Interest vulnerable to technological failures or disruptions.

Differentiation

Human Interest offers a unique 3% cash back on employee 401(k) contributions.

The company provides end-to-end administration, including compliance and IRS paperwork handling.

Human Interest charges clear, affordable pricing with zero transaction fees for businesses.

Upsides

The SECURE 2.0 Act could expand Human Interest's customer base among small businesses.

Partnership with BlackRock enhances credibility and provides resources for market expansion.

Increased demand for digital financial services boosts Human Interest's technology-driven approach.

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