Financial Solutions Advisor at Bank of America providing customized financial solutions to clients. Responsible for triaging leads, meeting financial goals, and building client relationships.
About the role
- Financial Analyst shaping financial strategy at Foundation AI, collaborating with teams to drive strategic initiatives and optimize financial performance. Analyze trends and prepare reports for executives.
Responsibilities
- Work alongside the Director of Finance and Accounting to develop and manage budgets, forecasts and financial models
- Utilize our tools (NetSuite and Vena) to craft financial models that guide executive decisions
- Analyze industry-specific KPIs (think Rule of 40, gross margins and recurring revenue trends)
- Prepare high-impact financial reports that empower leadership and provide actionable insight into business performance and trends
- Work closely with teams across the US and India to align financial goals with company strategy
Requirements
- 3-5 years financial analysis experience (preferably in SaaS or a software company)
- Deep knowledge of revenue recognition, ARR and SaaS-Specific financial metrics
- Proficiency in NetSuite, Vena and/or DataRails
- Expertise in financial planning, budgeting, and forecasting with strong analytical skills
- A self-starter who thrives in a remote, fast-paced, and high-growth environment
Benefits
- Comprehensive health, dental, and vision insurance
- Retirement plans
- Generous PTO
- Mentorship
- Ongoing training
- Clear paths for professional advancement
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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