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 decision-making.
- Grow skills in a high-growth SaaS company.
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
Equal Opportunity Employer
Intellistack is an equal opportunity employer, passionately committed to equitable hiring and boldly dedicated to diversity in our work and teams. We do not discriminate in employment opportunities or practices based on actual or perceived race, color, religion, national origin, sex (including pregnancy, childbirth, or related conditions), age, marital status, sexual orientation, gender identity or expression, veteran status, uniformed service member status, disability, or any other characteristic protected by law. We strongly encourage individuals from all backgrounds — especially women, people of color (including bilingual and bicultural individuals), LGBTQ+ persons, and people with disabilities — to apply. Even if you don’t meet every single requirement, you might be the right candidate for this or other roles.
Key skills/competency
- Financial Analyst
- Financial Reporting
- Forecasting
- Financial Modeling
- SaaS Metrics
- KPI Tracking
- Data Integrity
- Financial Analysis
- Excel Proficiency
- FP&A
Skills & topics
- Financial Analyst
- Finance
- FP&A
- SaaS
- Financial Reporting
- Forecasting
- Modeling
- Data Analysis
- Corporate Finance
- Accounting
How to get hired
- Tailor your resume: Highlight your finance, accounting, or economics degree and 1-3 years of relevant experience in FP&A or corporate finance, emphasizing your understanding of financial statements and Excel proficiency.
- Showcase attention to detail: In your application and interviews, provide examples of your meticulous work, accuracy in financial models, and proactive issue identification.
- Demonstrate learning agility: Express your eagerness to quickly build skills in financial modeling, reporting, and understanding SaaS metrics within a fast-paced environment.
- Prepare for technical questions: Be ready to discuss your experience with financial statements, Excel modeling, and any exposure to SaaS or private equity-backed environments.
- Highlight communication skills: Emphasize your ability to clearly communicate task status, data questions, and preliminary findings to cross-functional teams.
Technical preparation
Behavioral questions
Frequently asked questions
- What is the salary for the Financial Analyst position at Intellistack?
- The Financial Analyst position at Intellistack offers a base salary of $105,000 per year, plus a 5% variable bonus based on company and individual performance. This competitive compensation reflects the importance of the role in a high-growth SaaS environment.
- What are the key responsibilities of a Financial Analyst at Intellistack?
- As a Financial Analyst, you will be instrumental in supporting core financial reporting, forecasting, and modeling. This includes maintaining key SaaS metrics, assisting with monthly close reporting, ensuring data integrity across financial outputs, and performing ad hoc financial analysis to inform business decisions.
- What qualifications are essential for the Financial Analyst role at Intellistack?
- Essential qualifications include a Bachelor's degree in Finance, Accounting, Economics, or a related field, and 1-3 years of experience in FP&A, corporate finance, or a similar analytical role. A strong understanding of financial statements, Excel proficiency, and a keen attention to detail are also critical.
- Does Intellistack encourage applications from candidates without every single requirement?
- Yes, Intellistack strongly encourages applications from all backgrounds, even if you don’t meet every single requirement. They value diversity and believe that candidates who are hungry to grow and ready to make an impact may be the right fit for this or other roles.
- What is Intellistack's culture like for a Financial Analyst?
- Intellistack fosters a culture of innovation and rapid growth, where they 'don't do status quo.' The team is driven, curious, and focused on solving real problems. Feedback is valued, clarity is paramount, and change is embraced. It's an environment for those hungry to grow and leave a mark.
- What kind of experience is considered a bonus for the Financial Analyst role at Intellistack?
- Bonus points are awarded for experience in a private equity-backed or high-growth SaaS environment. Additionally, experience working with data across multiple systems (like ERP, CRM) and integrating inputs for financial modeling and reporting is highly valued.
- How does Intellistack approach diversity and inclusion in hiring for the Financial Analyst position?
- Intellistack is passionately committed to equitable hiring and diversity. They do not discriminate based on protected characteristics and strongly encourage applications from women, people of color, LGBTQ+ individuals, and people with disabilities, valuing a wide range of backgrounds and experiences.
Similar roles
Open positions we recommend based on this role.