Senior Financial Analyst, GTM
San Jose, California
Finance – Finance /
Full-time /
On-site
FloQast is seeking a talented finance professional for a unique opportunity supporting our Sales and Marketing teams. The individual will provide decision support through analysis of financial and non-financial metrics. As a Senior Financial Analyst, you will be viewed as a subject matter expert and a trusted partner among our Sales and Marketing leadership teams.
This role has a requirement of working in office 3 days per week (Tuesday - Thursday). Starting in 2026, we plan to expand to 4 days per week, adding Mondays.
*Visa sponsorship is NOT available at this time
What You'll Do
- Business Partnering: Collaborate with Go-To-Market teams (Sales, Marketing, Partnerships, CS, RevOps, et al.) to provide budgeting support and financial insights.
- Financial Modeling: Assist in building ad-hoc financial models for scenario planning and analysis.
- Business Analysis: Maintain dashboards and track key metrics to help inform business decisions.
- Annual Planning: Support the annual planning and budgeting process, including data gathering, analysis, and coordination across departments.
- Financial Reporting: Support the preparation of monthly, quarterly, and annual financial performance reports.
- Revenue Forecasting: Support our bookings and GAAP revenue forecast processes.
- Capacity Planning: Maintain analysis on workforce capacity in partnership with designated business partners.
- Executive Presentations: Create presentations that distill complex financial data into clear, concise charts and tables for senior leadership.
What You'll Bring
- Bachelor’s Degree in accounting or Finance.
- 4+ years of experience in Financial Analysis and Accounting
- Experience in financial modeling and forecasting, with exposure to SaaS sales and marketing metrics (e.g., LTV, CAC)
- Strong accuracy and attention to detail in fast-paced, multitasking environments
- Proven ability to meet tight deadlines with excellent organizational skills
- Strong cross-functional collaboration across all levels of management
- Advanced Excel and PowerPoint skills; confident presenting to leadership
- 3+ years of experience with ERP & Financial Planning systems (e.g., NetSuite, Anaplan, Adaptive, Pigment)
- Used tools like ChatGPT, Gemini, or Excel AI to enhance productivity and speed up routine tasks
- Excellent interpersonal skills for consolidating and coordinating inputs across functions
- Naturally curious, with a collaborative approach to problem-solving
Nice to haves:
- Experience within the SaaS/Software industry preferred
#LI-LB1
#LI-Onsite
The base pay range for this position is $96,000 - $144,000. This position may be eligible for a bonus plan in addition to base pay. Compensation is not limited to base salary. FloQast values our Total Rewards, and offers a competitive and elaborate Benefits Package including, but not limited to, Medical, Dental, Vision, Family Forming benefits, Life & Disability Insurance, and Unlimited Vacation. FloQast reserves the right to amend, change, alter, and revise pay ranges and benefits offerings at any time. All applicants acknowledge that by applying to this position you understand that this specific pay range is contingent upon meeting the qualifications and requirements of the role, and for the successful completion of the interview selection and process. It is at the Company's discretion to determine what pay is provided to a candidate within the range associated with the role.
About FloQast:
FloQast is the leading Accounting Transformation Platform in accounting workflow automation created by actual former accountants for accountants. By streamlining and modernizing daily accounting tasks, FloQast helps teams collaborate more effectively and complete their work with greater efficiency and precision. This cloud-based, AI-powered software is trusted by over 3,000 accounting teams, including those at Snowflake, Twilio, Instacart, and The Golden State Warriors—and continues to grow. Our mission is to continuously elevate the accounting profession, enhancing both its practice and perception.
Our values act as a guiding compass, shaping every decision we make, and are non-negotiable, particularly in our hiring process. Alongside our employees, partners, and customers, we embody these values every day:
Unwaveringly Authentic
Ambitious with Integrity
Empowered to Grow
Committed to Collaboration
Customer Obsessed in All Ways
FloQast is regularly rated as a Best Place to Work!
- Inc. Magazine’s Best Workplaces in 2024, 2023, 2022, and 2021
- Best Places to Work by LA Business Journal since 2017 (that’s 8 years!)
- Built In’s Best Place to Work in Los Angeles 6 years in a row!
Because we are Customer Obsessed in All Ways, check out what our customers have to say about FloQast on G2 Crowd.
If this aligns closely with what you are looking for, hit “Apply” and come join our growing team!
FloQast, Inc is committed to operating fair and unbiased recruitment procedures allowing all applicants an equal opportunity for employment, free from discrimination on the basis of religion, race, sex, age, sexual orientation, disability, color, ethnic or national origin, or any other classification as may be protected by applicable law. We aim to recruit the right people for the jobs we have to offer, and to assess applications on the basis of relevant skills, education, and experience. We welcome people of different backgrounds, experiences, abilities, and perspectives. We are an equal opportunity employer and strive to provide a professional and welcoming workplace for all employees.
