Senior Financial Analyst

About the role

This position sits within the core Finance team, focusing on forecasting, business partnering, and executive reporting. You will work directly with senior leadership to influence financial strategy and operational planning.

Key facts

What you'll do

• Manage consolidated financial models including P&L, balance sheet, and cash flow statements.
• Coordinate the annual operating plan and monthly forecasting cycles.
• Partner with Sales and Revenue Operations to analyze pipeline and bookings data.
• Quantify the financial impact of R&D initiatives and product roadmap updates.
• Prepare materials for board meetings, investor updates, and internal leadership reviews.
• Implement new financial planning tools and automate workflows using AI.

Requirements

• Bachelor degree in Finance, Accounting, Economics, or a related field.
• Minimum 2 years of professional experience in corporate finance, investment banking, or strategy consulting.
• Proficiency in building and auditing integrated 3-statement financial models.
• Advanced Excel skills for complex data modeling.
• Experience creating executive-level presentations and reports.
• Ability to manage multiple workstreams independently in a fast-paced environment.

Nice to have

• Experience with consumption-based business models.
• Hands-on experience using AI tools like Claude for financial analysis.

Skills & tools

• Financial modeling
• Excel
• Forecasting
• Data analysis
• AI tools (e.g., Claude)

Practical notes

• This is an on-site role requiring presence at the office five days per week.
• ID.me participates in E-Verify.
• Candidates may be asked to follow specific guidelines regarding AI usage during the interview process.