Financial Analyst

We are seeking a detail-oriented and analytical financial analyst to support financial planning, reporting, and data analysis within our SaaS business. This role will work closely with our finance business partner team and sales operations to provide insights into revenue performance, subscription metrics, cost planning, and monitoring of overall business health. This position is ideal for someone who enjoys translating data into actionable recommendations and building relationships.

How will you contribute?

• Assist in financial planning & analysis (FP&A) activities including budgeting, forecasting, and variance analysis
• Developing reporting workflows working with native data centers, ERP, CRM, and finance tools
• Build and maintain financial models to support strategic decision-making
• Prepare monthly and quarterly financial reports for leadership
• Partner with sales and customer success to track pipeline, bookings, and renewals
• Support revenue forecasting and identify trends or risks
• Assist with data extraction and analysis using tools like Excel, SQL, or BI platforms
• Improve and automate reporting processes where possible

What will you bring?

• Bachelor’s degree in Finance, Accounting, Economics, or related field
• 0–2 years of experience (internships or relevant coursework acceptable)
• Strong proficiency in Excel (required)
• Basic understanding of financial statements and accounting principles
• Familiarity with SaaS business models is a plus
• Experience with SQL, Tableau, Power BI, or similar tools is a bonus
• Strong analytical, problem-solving, and communication skills

What do we offer?

Healthcare insurance: We provide medical, dental, and vision insurance, and a flexible spending account that allows you to set aside pre-tax dollars to pay for eligible out-of-pocket expenses.
Stock options.
Personal time off: A healthy work-life balance is critical to your success at the office. Smarsh offers a “take-what-you-need” time off policy as well as flexible work arrangements.
401K Match: Smarsh provides a 4% 401K match for which employees are fully vested on day one.
Sabbatical: The Smarsh sabbatical programme provides a time to recharge, study or simply do something you are passionate about away from the workplace. Employees are eligible after six years of service.
Recognition: We’re big on kudos for a job well done. Our employee-recognition programme enables co-workers to nominate their peers who best embody our core values for recognition.