Financial Analyst
Intellistack · United States
- Hybrid
- Full-time
- $105,000 / year
- United States
Job highlights
- Support financial reporting, forecasting, and modeling.
- Maintain key SaaS metrics and KPIs.
- Assist with monthly close reporting.
- Analyze financial data for business decisions.
- Grow finance skills in a SaaS environment.
About the role
About Intellistack
At Intellistack, we're committed to revolutionizing the way organizations collect information, automate workflows, and create seamless digital experiences.
Founded with the belief that work should be simplified, Intellistack has grown into a leading provider of powerful, no-code productivity solutions that help teams do more with less. Across thousands of organizations worldwide, our tools and platform empower users to quickly build custom forms, automate document generation, capture eSignatures, and streamline data-driven processes—all without needing to write a single line of code.
With intuitive solutions that put power in the hands of everyday users, we make it easier to build, automate, and optimize processes at scale.
Who We Are
At Intellistack, we don’t do status quo. We move fast, think deep, and build what’s next—powered by people, supercharged by AI.
We’re a team of builders: curious, driven, and relentless about solving the real problem. Around here, feedback is fuel, clarity wins, and change is the default setting. If you’re hungry to grow and ready to leave a dent, you’ll fit right in.
Who You Are
You are early in your finance career and eager to build foundational skills in a fast-paced, high-growth environment. You are detail-oriented and take pride in accurate, complete work. You follow through on deliverables, ask good questions, and proactively flag issues before they become problems. You are motivated to learn, grow into greater ownership, and understand how financial data drives business decisions.
What You Will Do
As a Financial Analyst at Intellistack, a private equity-backed SaaS company, you will support core financial reporting, forecasting, and modeling that inform business decisions and leadership reporting. You will maintain key SaaS metrics, assist with monthly close reporting, and help ensure consistency and accuracy across financial outputs.
How You Will Succeed
- Maintain and update financial models, forecasts, and budgets with accuracy and attention to detail
- Support preparation of monthly, quarterly, and annual reporting packages for management and Private Equity stakeholders
- Track and maintain SaaS metrics and KPIs, ensuring data integrity across sources
- Identify and flag inconsistencies in models or reports and escalate appropriately
- Support cross-functional teams with ad hoc financial analysis and data pulls
- Build working knowledge of the company's systems, data flows, and reporting cadences
- Communicate clearly on task status, data questions, and preliminary findings
- Take on increasing scope and ownership as skills and business knowledge develop
What We Are Looking For
- Bachelor's degree in Finance, Accounting, Economics, or a related field
- 1 to 3 years of experience in FP&A, corporate finance, public accounting, or a similar analytical role
- Foundational understanding of financial statements (income statement, balance sheet, cash flow)
- Exposure to financial modeling and reporting; willingness to build these skills rapidly
- Strong attention to detail and commitment to data accuracy
- Ability to manage tasks independently with clear direction and defined timelines
- Clear written and verbal communication skills
- Proficiency in Excel; PowerPoint experience a plus
Bonus Points
- Experience working in a private equity-backed or high-growth SaaS environment
- Experience working with data across multiple systems (e.g., ERP, CRM, data platforms) and integrating inputs to support financial modeling and reporting
Salary Range
$105k base salary + 5% variable bonus based on company and individual performance
Key skills/competency
- Financial Modeling
- Financial Reporting
- SaaS Metrics
- KPI Tracking
- Forecasting
- Budgeting
- Data Analysis
- Excel Proficiency
- FP&A
- Accounting Principles
Skills & topics
- Financial Analyst
- Finance
- FP&A
- Financial Reporting
- Forecasting
- Modeling
- SaaS
- Startup
- Accounting
- Data Analysis
How to get hired
- Tailor your resume: Highlight your 1-3 years of FP&A, corporate finance, or accounting experience, emphasizing financial modeling, reporting, and SaaS metrics.
- Showcase analytical skills: Detail your proficiency in Excel and understanding of financial statements.
- Demonstrate attention to detail: Provide examples of accurate financial work and proactive issue identification.
- Express eagerness to learn: Convey your motivation to grow in a fast-paced SaaS environment.
- Research Intellistack's mission: Understand their no-code productivity solutions and commitment to innovation.
Technical preparation
Behavioral questions
Frequently asked questions
- What is the salary range for the Financial Analyst position at Intellistack?
- The Financial Analyst position at Intellistack offers a base salary of $105k, plus a 5% variable bonus based on company and individual performance.
- What is the required educational background for the Financial Analyst role at Intellistack?
- A Bachelor's degree in Finance, Accounting, Economics, or a related field is required for the Financial Analyst position at Intellistack.
- What kind of experience is preferred for the Financial Analyst job at Intellistack?
- Intellistack prefers candidates with 1 to 3 years of experience in FP&A, corporate finance, public accounting, or a similar analytical role. Experience in a private equity-backed or high-growth SaaS environment is a bonus.
- What are the core responsibilities of a Financial Analyst at Intellistack?
- Core responsibilities include supporting financial reporting, forecasting, modeling, maintaining SaaS metrics and KPIs, assisting with monthly close, and performing ad hoc financial analysis.
- Does Intellistack offer opportunities for growth for a Financial Analyst?
- Yes, Intellistack emphasizes growth and development, encouraging the Financial Analyst to take on increasing scope and ownership as their skills and business knowledge develop.
- What technical skills are most important for the Financial Analyst role at Intellistack?
- Proficiency in Excel is essential, along with a foundational understanding of financial statements. Experience with financial modeling and reporting is also important, with a willingness to build these skills rapidly.
- What is Intellistack's approach to diversity and inclusion for the Financial Analyst position?
- Intellistack is passionately committed to equitable hiring and diversity, strongly encouraging individuals from all backgrounds, including women, people of color, LGBTQ+ persons, and people with disabilities, to apply.