[Remote] Financial Analyst
Note: The job is a remote job and is open to candidates in USA. Intellistack is a leading provider of no-code productivity solutions aimed at simplifying workflows and enhancing digital experiences. As a Financial Analyst, you will support financial reporting, forecasting, and modeling to inform business decisions, while maintaining key SaaS metrics and assisting with monthly close reporting.
Responsibilities
- Maintain and update financial models, forecasts, and budgets with accuracy and attention to detail
- Support preparation of monthly, quarterly, and annual reporting packages for management and Private Equity stakeholders
- Track and maintain SaaS metrics and KPIs, ensuring data integrity across sources
- Identify and flag inconsistencies in models or reports and escalate appropriately
- Support cross-functional teams with ad hoc financial analysis and data pulls
- Build working knowledge of the company's systems, data flows, and reporting cadences
- Communicate clearly on task status, data questions, and preliminary findings
- Take on increasing scope and ownership as skills and business knowledge develop
Skills
- Bachelor's degree in Finance, Accounting, Economics, or a related field
- 1 to 3 years of experience in FP&A, corporate finance, public accounting, or a similar analytical role
- Foundational understanding of financial statements (income statement, balance sheet, cash flow)
- Exposure to financial modeling and reporting; willingness to build these skills rapidly
- Strong attention to detail and commitment to data accuracy
- Ability to manage tasks independently with clear direction and defined timelines
- Clear written and verbal communication skills
- Proficiency in Excel; PowerPoint experience a plus
- Experience working in a private equity-backed or high-growth SaaS environment
- Experience working with data across multiple systems (e.g., ERP, CRM, data platforms) and integrating inputs to support financial modeling and reporting
Company Overview