Heap is looking for a financial analyst to assist in the maintenance of the corporate financial model as well as be a partner to budget owners.   As a financial analyst, you will be responsible for performing financial and variance analysis, company reporting, and understanding key business initiatives. You will partner closely with company leaders to model their business and provide budget and financial analysis to inform critical business decisions.  If you are looking for a role that gives you the opportunity to have a significant impact on a business in its next phase of growth along with gaining experience across various areas, then this is the right challenge for you.

At Heap, this means you will:

  • Consolidating and forecasting all 3 financial statements and managing the budgeting process
  • Identify and measure key performance indicators that drive business performance
  • Drive complex financial modeling development, enhancement, and maintenance
  • Support the month-end, quarter-end and year-end corporate reporting requirements
  • Partner closely with business to understand detailed drivers of spending, drive improvement and efficiency and perform ad-hoc financial analyses to support investment decision
  • Create presentations and reports to inform senior leadership on the financial performance of their teams and provide guidance on near-term and long-term opportunities and risks
  • Use systems such as Netsuite, Salesforce, Bill.com and Looker to analyze details and plan to optimize systems
  • Participate in the financial success of Heap by asking questions, having integrity and being detail oriented

30/60/90 Day Plan 

30 days

  • Have a deep understanding of Heap’s financials and forecast
  • Understand all systems Heap uses to know where to gather financials
  • Develop relationship with functional leads

60 days

  • Ownership of updating quarterly ARR actuals
  • Report budget versus actuals to owners
  • Understand and ownership of deal pricing structures

90 days

  • Pick up 1-2 key strategic projects (some examples: long term forecasting model, G&A finance support, segmentation and vertical analysis, etc)

What we’re looking for:

  • 2+ years of relevant experience
  • Experience working at a  SaaS company (ideally with the sales or revenue teams), or investment banking, consulting preferred
  • Bachelor’s degree in Accounting or Finance. Knowledge of GAAP preferred
  • Advanced skills in Excel/ Google Sheets, Powerpoint/ Google Slides.
  • Experience with a forecasting tool (Additional Plus if experience with Salesforce, Netsuite and a BI tool)
  • Strong track record in building positive relationships with business partners
  • Ability to work independently, take initiative, balance multiple responsibilities, and curiosity to learn
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