Location: Remote

Team: Financial Planning & Analysis

Formstack improves people’s lives with practical solutions to their everyday work. We are looking for the next Stacker to help us accomplish this mission.

Formstack is a remote-first company with team members who live and work across the U.S., Canada, and the globe. We offer more than just a job; we provide a community where you can learn, grow, and thrive your way. Join a dynamic and diverse team that values relationships as much as results. Come build what matters with Formstack.

Sean Kendra, Vice President, Finance at Formstack, is looking to hire someone who will complement and strengthen the team.

What You'll Be Doing

As a Financial Analyst, you are an integral member of the finance organization with key deliverables that provide frequent exposure to the Formstack leadership team. The Financial Analyst is responsible for ownership of financial modeling, financial analysis, maintaining SaaS metrics and KPIs, forecasting (short-term and long-term) and budgeting, and ad hoc analysis to support Formstack's operations. This role provides the opportunity to be a strong business partner that maximizes profitability and focuses on key priorities.

How You’ll Succeed

• Develop and maintain financial forecasts and operational budgets.
• Provide proactive financial counsel with business leaders in planning, measuring, reporting, and improving performance.
• Prepare, analyze, and present monthly, quarterly and annual results for internal management, Private Equity investors, and others.
• Prepare, analyze, and distribute financial and management reporting.
• Handle special assignments from a supervisor, which are routine to moderately complex.
• Report and communicate with several levels of management.
• Assist with any mergers and acquisitions (M&A) - related work streams.
• Perform other duties as assigned.

What We’re Looking For

• Bachelor’s Degree required in related field (Accounting, Finance, etc.).
• 1-3 years overall experience in Financial Planning & Analysis (FP&A), Investment Banking, or similar field.
• Detailed knowledge and understanding of financial statements and their relationships.
• Demonstrated experience in financial modeling (integrated income statement, balance sheet, and cash flow).
• Ability to read, analyze, and interpret financial reports, and distill information into actionable insights.
• Ability to solve practical problems and deal with a variety of variables.
• Advanced proficiency in Excel and PowerPoint.
• Strong attention to detail, self-motivated.

Bonus Points

• Experience working for a Private Equity-backed private company
• Experience with Software, SaaS, Tech-Enabled Services, or other recurring revenue business models
• Experience with Salesforce, NetSuite, Zuora, Lookers, and CPM software tools

Salary Range

$85,000 - $95,000 per year (USD) + bonus up to 5% of base salary

This is a remote position.

What Formstack Offers for Full-Time Employees in the US and Canada:

- Competitive health plans, Dental, Vision, Disability, and Life Insurance Benefits for US and Canadian full-time employees.

- Monthly Health & Wellness and Technology stipends

- Half-day Fridays

- Unlimited PTO for all employees.

- 401k & Roth w/ safe harbor match (the US and Canada)

- The most up-to-date technology, including company-issued Macs, the latest software, and other tools needed to excel at your job

- Company-paid conferences and extended learning opportunities

- Yearly company and team gatherings

Don’t meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every qualification. Formstack is dedicated to building a diverse, inclusive, and authentic workplace. if you’re excited about this role, but your experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyway. You may be just the right candidate for this or other roles.

Formstack is an equal-opportunity employer. We are passionately committed to equitable hiring and boldly dedicated to diversity in our work and staff. 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, uniform service member status, disability or any other characteristic protected by law. Women, people of color, bilingual and bicultural individuals, LGBTQ+ persons, and people with disabilities are encouraged to apply.

_ All data collected in our application process, from resume collection to application questions, is used for recruitment purposes only._ We will store it in our applicant tracking system, Lever, and will not share this data with anyone else. We will keep your data until the role is filled and only continue to store it if we feel you may fit future roles.