About the company
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Financial Analyst III based in the United States.
Responsibilities
- Serve as a strategic finance partner across three business entities, providing insights that support cross-departmental integration, operational alignment, and consistent financial reporting.
- Contribute to financial reporting and analysis, ensuring information is accurate, timely, and aligned across departments and entities.
- Support leadership with analysis of pricing, customer health, business performance, and key financial and operational metrics.
- Partner with Technology teams to track project lifecycles and evaluate whether project expenditures meet capitalization criteria.
- Collaborate with Accounting during month-end close activities and help maintain accurate and complete financial information.
- Participate in annual budgeting, rolling forecasts, financial consolidation, and broader financial planning activities.
- Perform financial analysis and decision support, including ROI assessments, budget-to-actual analysis, forecasting, and cost-saving evaluations.
- Identify trends, risks, and opportunities within financial data and translate findings into actionable recommendations for stakeholders.
- Help implement AI-powered tools, automation, and process improvements that increase efficiency and strengthen financial operations.
- Build effective relationships with stakeholders across different levels of the organization and communicate financial insights clearly to support business decisions.
Requirements
- 5+ years of experience in Finance, FP&A, or a closely related discipline, with a strong understanding of GAAP, financial statements, and advanced financial modeling concepts.
- Bachelor’s degree in Finance, Accounting, or a related field required; a CPA, CFA, or Master’s degree is highly preferred.
- Strong proficiency in Excel and Google Business applications, with advanced spreadsheet and analytical capabilities.
- Experience with NetSuite is strongly preferred.
- Demonstrated ability to use AI, automation, or emerging technologies to improve financial processes and operational efficiency.
- Strong analytical and critical-thinking skills, with the ability to interpret complex financial information and develop practical recommendations.
- Excellent communication and influencing skills, with confidence working across functions and levels of management.
- Ability to operate as a proactive business partner rather than focusing solely on reporting and transactional activities.
- Experience in technology, software, or real estate environments is highly preferred.
- Strong attention to detail, accountability, curiosity, and a continuous-improvement mindset.
- Ability to work effectively in a remote environment while collaborating with distributed teams and managing multiple priorities.
Conditions
- Fully remote position in the United States.
- Base salary of $95,300–$116,700 per year, depending on location, experience, and qualifications.
- Eligibility for a company profit-sharing bonus program.
- Communication and referral bonuses/stipends as applicable.
- Comprehensive medical and dental coverage.
- Company-paid vision insurance.
- 401(k) retirement plan with employer matching.
- Voluntary life and AD&D insurance, plus supplemental accident, critical illness, and legal coverage options.
- Paid time off and paid holidays.
- Company-paid short-term disability coverage.
- Health savings account contributions for eligible employees participating in the high-deductible health plan.
- Access to virtual primary care and virtual mental health resources.
- Employee assistance and wellness programs.
- Anniversary program recognizing significant milestones and long-term contributions.
- Career development and skill-building resources.
- Opportunity to work in a mission-driven environment where financial analysis contributes to innovation in the real estate industry.