Assist in financial planning & analysis (FP&A) activities including budgeting, forecasting, and variance analysis
Developing reporting workflows working with native data centers, ERP, CRM, and finance tools
Build and maintain financial models to support strategic decision-making
Prepare monthly and quarterly financial reports for leadership
Partner with sales and customer success to track pipeline, bookings, and renewals
Support revenue forecasting and identify trends or risks
Assist with data extraction and analysis using tools like Excel, SQL, or BI platforms
Improve and automate reporting processes where possible

Healthcare insurance: We provide medical, dental, and vision insurance, and a flexible spending account that allows you to set aside pre-tax dollars to pay for eligible out-of-pocket expenses.
Stock options.
Personal time off: A healthy work-life balance is critical to your success at the office. Smarsh offers a “take-what-you-need” time off policy as well as flexible work arrangements.
401K Match: Smarsh provides a 4% 401K match for which employees are fully vested on day one.
Sabbatical: The Smarsh sabbatical programme provides a time to recharge, study or simply do something you are passionate about away from the workplace. Employees are eligible after six years of service.
Recognition: We’re big on kudos for a job well done. Our employee-recognition programme enables co-workers to nominate their peers who best embody our core values for recognition.

Financial Analyst

Key skills