Sales Financial Analyst

As a Sales Financial Analyst at Benchling, you will play a pivotal role in driving our sales strategy through data analysis and financial insights. You will collaborate closely with cross-functional teams to assess sales performance, forecast trends, and support decision-making processes that enhance our market position.Your contributions will directly influ…

Employee Applicant Privacy Notice About SoFi SoFi is a national bank and next-generation financial services provider. Our teams focus on helping millions of members achieve their financial goals using mobile-first technology. As the industry changes, SoFi aims to lead the way by redefining how people interact with personal finance. Our core values shape our work and our impact on members’ lives. Role Overview The Senior Financial Systems Analyst will strengthen SoFi’s Workday Financials platform, with a particular focus on reporting. This position offers the chance to influence how SoFi manages financial data and reporting, supporting better business decisions and smoother processes. The role sits within the Business Intelligence and Systems group in Accounting Controllership. What You Will Do Configure Workday Financials business processes, condition rules, and validations. Create and maintain complex financial reports within Workday. Participate in bi-annual regression testing for Workday releases and help adopt new features. Stay current with the Workday roadmap, offering suggestions for improvements and solutions in key areas. Serve as a technical resource for the finance team, especially on Workday reporting. Build collaborative relationships across Finance, Engineering, People teams, and other groups, especially regarding Workday integrations. Use Workday and other platforms to design, develop, and deliver scalable reporting solutions. What We Look For Strong technical background in Workday Financials, data flows, SQL, and Tableau. Ability to connect technical solutions with business needs. Experience partnering with stakeholders to deliver results. Analytical mindset and attention to detail. Locations UT - Cottonwood Heights CA - San Francisco TX - Frisco NY - New York City WA - Seattle FL - Jacksonville NC - Charlotte

Join our dynamic team at Northstar Staffing Solutions as a Financial Analyst. In this pivotal role, you will analyze financial data, provide insights, and support decision-making processes that drive our business forward. Ideal candidates are detail-oriented, possess strong analytical skills, and have a passion for finance.

Are you an analytical thinker with a passion for driving financial strategies? Join Crusoe as a GTM Lead Financial Analyst, where you will play a pivotal role in shaping our go-to-market strategies. You will collaborate with cross-functional teams to analyze market trends, assess financial performance, and contribute to strategic decision-making. Your insights will be crucial in maximizing our growth potential and ensuring our financial health.

Join our dynamic Finance Team at Lever as a Financial Analyst, where you'll play a pivotal role in shaping our financial strategies.We are seeking a detail-oriented individual with a Bachelor's degree in Finance or Accounting and a minimum of 3 years of relevant experience. Your expertise will include developing annual budgets, conducting thorough analyses of financial statements, and managing complex general ledger activities associated with month-end closures and reporting for both domestic and international offices.

Role Overview TaskRabbit is hiring a Lead Financial Analyst based in New York, NY or San Francisco, CA. This position guides financial strategy and performance across the organization. What You Will Do Lead a team of analysts focused on financial analysis, forecasting, and modeling Deliver clear, actionable insights to support business decisions Help shape financial strategies that align with company goals Locations New York, New York, United States San Francisco, California, United States

As a Strategic Financial Analyst at Benchling, you will play a pivotal role in shaping the financial strategy and operational efficiency of our Customer Experience (CX) team. Your analytical prowess will help drive data-driven decisions, optimize resources, and enhance overall performance. You will collaborate closely with cross-functional teams to assess financial impacts of strategic initiatives and provide actionable insights to senior leadership.

Are you ready to surpass your own expectations? Join us at Coinbase, where our mission is to foster economic freedom globally. We are embarking on an ambitious journey to build the innovative on-chain platform that will shape the future of the global financial system.To fulfill our mission, we are on the lookout for a remarkable candidate. We desire someone who is deeply passionate about our vision and believes in the transformative potential of cryptocurrency and blockchain technology to revolutionize the financial landscape. This individual should be driven to make a meaningful impact, thrive under pressure, and actively seek constructive feedback for continuous improvement. We are looking for a problem-solver who embraces challenges and is excited to tackle our most complex issues.Our work culture is intense and not suited for everyone. However, if you are eager to create the future alongside top-tier professionals who share the same expectations of excellence, you will find no better place than Coinbase.Although many positions at Coinbase are remote-first, we are not exclusively remote. Participation in in-person gatherings throughout the year is essential. We hold team and company-wide offsites multiple times a year to enhance collaboration, connection, and alignment, and attendance is both expected and fully supported.The FP&A team is pivotal to the strategic execution at Coinbase, transforming our ambitious mission of unlocking economic freedom into a viable financial reality. We ensure effective allocation of the company’s resources, providing data-driven insights that propel our growth and shape the future of finance. We oversee the financial roadmap, including the annual operating plan, rolling forecasts, and thorough business reviews, which help us drive efficiency and make informed trade-offs.Corporate FP&A serves as the core of finance at Coinbase. We empower the broader FP&A organization by developing and managing company-wide processes, overseeing essential financial systems, and acting as the liaison between FP&A and the rest of the Finance department. In this role, you will lead critical financial processes while partnering directly with leaders across key functions to support budgeting, forecasting, and ongoing financial management.

All Superhuman team members in this role are required to be located in the San Francisco Bay Area and to collaborate in person at least two days a week.About SuperhumanSuperhuman is an AI productivity platform that integrates Grammarly's writing assistance with a suite of applications designed to enhance productivity. Our mission is to unlock the superhuman potential in every individual. With our innovative tools, including Coda for collaborative workspaces, Mail for inbox management, and Go, the proactive AI assistant, we empower over 40 million users globally, including 50,000 organizations and 3,000 educational institutions, to eliminate busywork and focus on what truly matters. Discover more at superhuman.com.The OpportunityWe are looking for a Senior Financial Analyst to closely collaborate with Business Unit leaders in driving financial planning, reporting, and decision support, with direct accountability for standalone P&Ls. This prominent role will guide resource allocation, expense management, and investment prioritization across both short-term planning cycles and long-term strategies. You will convert complex financial data into clear, actionable insights, aiding leaders in understanding performance drivers, evaluating trade-offs, and making informed, mission-aligned decisions. As a trusted financial partner, you'll enable teams to operate with transparency and accountability.Key ResponsibilitiesCollaborate with Business Unit leadership to align financial strategies with business objectives, overseeing standalone P&Ls.Facilitate alignment on KPIs and critical metrics to track business performance, promote growth initiatives, and enhance visibility into operational performance.Develop and maintain scalable financial models to assist in scenario planning, capacity modeling, pricing analysis, and investment prioritization.Work cross-functionally with various teams, functions, and markets to ensure financial integrity behind strategic initiatives.Engage with FP&A teams to refine and operationalize processes related to headcount planning, budgeting, forecasting, and long-range planning.Conduct ad hoc financial analyses, scenario planning, and opportunity assessments to support strategic initiatives.

Join qualia as a Senior Financial Analyst in our Financial Planning and Analysis (FP&A) team, where you will play a crucial role in shaping the financial strategy of our organization. Your insights will guide executive decisions and drive the company's growth. This position demands a strategic thinker with strong analytical skills and a passion for financial modeling.

At Upgrade, we empower individuals to take control of their financial futures through our accessible and responsible financial products. Since our inception in 2017, we have successfully assisted over 7.5 million customers in securing more than $42 billion in consumer credit. Our unwavering commitment to enhancing financial well-being drives us to design products that enable our customers to save money and achieve their financial goals. As a testament to our impact, we are supported by leading technology investors and have recently been valued at an impressive $7.3 billion.We take pride in fostering a collaborative and inclusive workplace culture, earning accolades as one of the World’s Top Fintech Companies by CNBC, Best Places to Work by Built In, and several other recognitions for our commitment to employee satisfaction and health.Join our team and contribute to revolutionizing financial products that enhance the lives of millions.About the Role:We are seeking a dynamic Director of Financial Institution Sales who will spearhead the development of our banking and credit union funding channel within their designated territory. This role involves promoting Upgrade’s suite of credit products, including personal unsecured loans and other consumer credit offerings, directly to CLOs, CFOs, and CEOs at depository institutions. The position reports to the EVP, Head of Investor Group.The role offers the flexibility of remote or hybrid work arrangements alongside our San Francisco headquarters.What You’ll Do:Present Upgrade’s unsecured consumer loans and emerging products to banks and credit unions.Represent Upgrade at regional conferences, delivering presentations to cultivate potential partnerships.Manage the sales pipeline from lead generation through to closing.Collaborate with onboarding and execution teams to advance partnership relationships and track success metrics in our CRM.

The ideal candidate for this role will be based in the San Francisco Bay Area and will collaborate in person two days a week.About SuperhumanGrammarly has joined forces with Superhuman, an AI productivity platform dedicated to unlocking the extraordinary potential in everyone. The Superhuman suite includes a range of applications and tools that integrate AI into various workflows, enhancing productivity across more than one million applications and websites. Our offerings encompass Grammarly's writing assistance, Coda's collaborative workspaces, Mail's inbox management, and Go, the proactive AI assistant that intuitively understands context and provides assistance automatically. Since our inception in 2009, Superhuman has empowered over 40 million individuals, 50,000 organizations, and 3,000 educational institutions globally to minimize busywork and focus on what truly matters. Discover more at superhuman.com and learn about our values here.The OpportunityWe are looking for a Senior Financial Analyst to drive our managed growth through robust forecasting, pipeline analysis, and performance reporting. In this pivotal role, you will transform detailed data and insights into clear, actionable perspectives that guide go-to-market (GTM) decisions. You will collaborate closely with Sales Leadership, Revenue Operations, and Product Marketing to support GTM execution, enhance visibility into performance, and ensure effective resource allocation. This position is ideal for a detail-oriented, inquisitive professional who thrives on problem-solving, enjoys cross-functional collaboration, and contributes to data-driven decision-making.In this role, you will:Deliver timely and accurate analyses on GTM and revenue performance to facilitate swift decision-making in a dynamic growth environment.Own key forecasting and reporting inputs, including revenue forecasts, pipeline coverage, bookings, headcount, and operating expense tracking.Analyze core SaaS GTM metrics (e.g., pipeline health, conversion rates, ACV, rep productivity, CAC, LTV, churn, and expansion) to identify risks and growth opportunities.Build and maintain scalable financial models for scenario planning, capacity modeling, pricing analysis, and investment prioritization.Develop and continuously enhance dashboards and standardized reporting to boost visibility, accountability, and operational rigor across teams.Conduct ad-hoc analyses and strategic initiatives aimed at driving efficient growth.

Role Overview Chime is looking for a Lead Analyst, Financial Crimes, based in San Francisco, CA. This position focuses on strengthening the transaction monitoring program and investigating unusual activities within member accounts. The Lead Analyst works closely with internal teams and banking partners to assess risks, deliver clear analysis, and uphold regulatory compliance while protecting members’ interests. The role shapes the quality of investigations and helps refine methods for detecting and addressing financial crimes. Main Responsibilities Review account activity using monitoring tools to spot potentially suspicious or atypical behavior. Partner with vendor teams to achieve quality and productivity goals. Identify new trends and transactional risks that may require additional monitoring. Work alongside banking associates to evaluate risks and manage escalations. Update and maintain process documentation as needed. Recommend next steps for accounts, such as retention or closure, based on investigation outcomes. Analyze data to find trends or anomalies and suggest improvements to processes.

About Taskrabbit:Taskrabbit is an innovative marketplace platform that connects individuals with Taskers to efficiently manage everyday tasks, including furniture assembly, handyman services, moving assistance, and much more.At Taskrabbit, our mission is to enhance lives, one task at a time. We value innovation, inclusion, and dedication. Our culture fosters collaboration, practicality, and a fast-paced environment. We seek talented, entrepreneurial, and data-driven individuals who are passionate about empowering others to pursue their passions. In partnership with IKEA, we are creating greater opportunities for individuals to earn a sustainable, meaningful income on their own terms by fostering lasting connections with clients across the globe.Taskrabbit operates in a hybrid model, with employees spread across the US and EU. We have been recognized as a Built In — Best Places to Work (2022, 2023, 2024) across numerous national and regional categories. Join us at Taskrabbit, where your contributions will be impactful, your ideas appreciated, and your potential unlocked!This is a hybrid role requiring two days a week in the office, available in either our San Francisco or New York City office (Opening January 2026!)

As a valued member of the Superhuman team, you will be required to reside in the San Francisco Bay Area and engage in collaborative in-person meetings twice a week.About SuperhumanSuperhuman, now enriched by Grammarly, is at the forefront of AI-driven productivity solutions aimed at unlocking the extraordinary potential within every individual. Our platform seamlessly integrates AI into daily workflows, connecting with over a million applications and websites. Our suite includes tools such as Grammarly’s writing enhancement, Coda’s collaborative environments, Mail’s inbox management, and Go, the proactive AI assistant that intuitively offers assistance based on context. Established in 2009, Superhuman empowers more than 40 million users, 50,000 organizations, and 3,000 educational institutions globally to eradicate mundane tasks and concentrate on what truly matters. Discover more at superhuman.com.The OpportunityWe are in search of a Go-To-Market (GTM) Finance Analyst to join our dynamic GTM Finance team. This versatile role offers extensive exposure to consumer revenue streams, sales revenue, operational expenses for sales and marketing, and unit economics. You will collaborate closely with operational teams and department leaders across the GTM organization to translate strategic initiatives into actionable plans and provide insights to guide essential business decisions.Key ResponsibilitiesCreate and enhance financial models to assess business performance, unit economics, and return on investment (ROI).Develop and sustain financial reporting models incorporating value and investment drivers to support senior leadership in making well-informed decisions.Conduct variance analysis comparing actual results against forecasts and plans; perform in-depth root-cause analysis and present clear insights to leadership.Collaborate with our Strategic Finance, Accounting, and Data teams on special projects aimed at enhancing financial reporting and data integrity.Utilize AI and automation to optimize financial processes, enhance efficiencies, and improve reporting and forecasting capabilities.Work closely with operational teams and functional leaders to implement strategic initiatives successfully.

At NerdWallet, our mission is to empower individuals to make informed financial decisions. We strive to cultivate a diverse, flexible, and transparent work culture that encourages personal growth and the freedom to express oneself (cape optional). Whether you work remotely or in our office, we prioritize your well-being and development, because when one Nerd thrives, we all succeed.As a Senior Financial Analyst I, you will report directly to our Director of Finance and act as a strategic partner within your division. Your role will involve transforming complex data into clear, actionable insights that facilitate informed business decisions. You will spearhead financial planning and modeling efforts, collaborate closely with General Managers to manage the budget, and monitor performance against key performance indicators (KPIs) to ensure alignment with NerdWallet's annual objectives. By identifying potential risks and opportunities, you will help optimize investments, enhance expense management, and create a compelling financial narrative that drives sustainable growth.This position requires strong collaboration and influence across various teams. You will engage with cross-functional departments, leveraging your finance and accounting expertise to tackle complex business challenges. With significant ownership of projects and initiatives, you will contribute to strategic discussions, enhance outcomes through meticulous modeling and analysis, and mentor colleagues to strengthen team capabilities and collective impact.Key initiatives in this role include:Establishing and monitoring KPIs and new metricsLeading the integration of newly acquired businessesIdentifying performance improvement opportunities to drive efficiency and growthParticipating in brainstorming sessions, leadership discussions, and industry events to stay ahead of market trends and innovationsWhere you can make an impact:Act as the primary finance partner for your assigned vertical(s), leading scenario modeling and delivering actionable insights for strategic and operational decision-makingTrack performance against KPIs, annual plans, and budgets, ensuring alignment with NerdWallet’s objectives

Role overview doppel is hiring a Senior Financial Planning & Analysis Analyst to help guide the company's financial planning and support strategic decisions. This hybrid position is based in either San Francisco, CA or New York City, with two days per week in the office. The role reports to the Director of FP&A and will have a direct impact as doppel continues to grow. What you will do Build and maintain detailed financial models for budgeting, forecasting, and long-term planning. Monitor headcount data to ensure accuracy in planning and reporting. Participate in monthly and quarterly forecasting cycles, including variance analysis against budgets and previous forecasts. Develop and update dashboards and reports to track key financial and operational metrics. Collaborate with Sales, Marketing, Product, Operations, and HR teams to align financial plans with business goals. Prepare presentations and materials for executive leadership and board meetings, including financial narratives and KPI analyses. Identify and implement process improvements, contribute to scaling FP&A systems and tools, and explore AI-enabled workflows for deeper analysis and automation. Work location This is a hybrid role. In-person work is required two days per week at either the San Francisco or New York City office.

Role Overview As a Financial Analyst on the FP&A team at Asana in San Francisco, this role supports the company’s financial strategy with data-driven insights. The position works closely with multiple departments to help maintain financial health and improve operational efficiency.

Join Fastly, a leader in edge cloud technology, dedicated to enhancing connectivity and creating exceptional digital experiences. Our innovative edge cloud platform allows customers to quickly, securely, and reliably serve their applications at the Internet's edge, ensuring optimal performance. Trusted by industry giants like GitHub, Yelp, Paramount, and JetBlue, we aim to build a more trustworthy Internet. Be a part of this transformative journey.We are currently seeking a passionate and analytical Senior Financial Analyst to join our Strategic Finance team. This unique position lies at the intersection of Financial Planning & Analysis, Investor Relations, and Data Analytics, focusing primarily on financial modeling, forecasting, and business collaboration. If you're eager to learn and transform data into actionable insights, we want to hear from you!

Role overview airapps seeks a Financial Analyst based in San Francisco to help drive financial planning and analysis. This position focuses on examining financial data, building forecasts, managing budgets, and preparing reports. The work plays a key role in shaping decisions and improving overall financial outcomes for the company. Key responsibilities Analyze financial data and identify trends Create forecasts and develop budgets Prepare financial reports for leadership review Provide insights that support strategic planning