For a limited time, get 30% off on your first 3 months. Ends 01/22. Save now!

Financial Analyst

Chandler, Arizona

The Role

This Financial Analyst will be a key partner in helping the Product, IT/Facilities, and software engineering organization make informed decisions with known financial impact. This critical role will work on streamlining and automating our financial models and Cap-ex models to drive proactive insights to our finance leadership team. This position offers the opportunity to work closely with operations teams to understand SaaS product design and engineering lifecycle throughout development and into mass production.

The Work

  1. Capital budget management - review, analysis, roll-up and tracking to actual spend, with constant executive read-outs.
  2. Maintain forecast files that include commitments and payments for capital projects vs budget 
  3. Decision support - support the business teams with various scenario analysis to optimize for the desired outcome. 
  4. Forecast & close - support the financial forecast and close processes of capital expenditures end to end. 
  5.  Special projects - influence and drive the strategy and execution of special projects, operational improvements & systems 
  6. Deep dive on current models and analytics and redesign through automation and future business needs utilizing Looker and Planful


  • Bachelor’s Degree in Finance, Accounting or related field
  • 2 or more years experience as a Financial Analyst, or equivalent number of years combined Accountant/Auditor and Financial Analyst
  • Highly proficient in Excel, Powerpoint, and dealing with large sets of data
  • Ability to learn new tools and technology and deploy them to efficient use in executing daily tasks

Ideally, you will possess...

  • Big 4 audit firm background 
  • At least 2 years FP&A forecasting and advanced modeling of revenue and bookings preferred
  • Experience in one of the following:, SaaS business acumen (SaaS metrics), pricing analysis, or cost/budget management (more than one is a bonus!)
  • Experience with Planful, Looker, SQL or related planning/BI software with ability and willingness to learn new systems
  • An established history of effective financial reporting with timely and measurable results
  • A proven ability to become a trusted financial business partner
  • Strong, effective communication skills, leading meetings and communicating directly with Directors, VPs, and executives
  • Analytical thinking, problem solving, and ability to derive business insights from data
  • The ability to question the output of a financial model, consider options for improvement, and proactively revamp model as needed
  • A detail-oriented, self-motivated, and results-oriented with an ownership mentality
  • The ability to work in a fast-paced environment and react quickly to ever-changing business needs
  • A positive contribution to team dynamics and cross-functional collaboration

About Keap

In 2001, Keap (formerly Infusionsoft) pioneered the sales and marketing automation category for small business. Today, Keap is the #1 CRM platform in its category. We're 400+ strong and seeking talented and intelligent people to help us on our mission of helping grow small businesses worldwide.

This position is located at our Chandler, AZ office at 1260 South Spectrum Blvd. Chandler AZ 85286

At Keap, we celebrate diversity and inclusion for the benefit of our employees, our products, our community, and to help small businesses succeed. We do not discriminate based on race, color, ethnicity, ancestry, national origin, religion, sex, gender, gender identity, gender expression, sexual orientation, age, disability, veteran status, marital status or any legally protected status.

Helping small businesses succeed

That’s our single most important purpose, and it’s more than just writing on the wall. It’s in the hearts and minds of our employees, and is the burning passion that fuels us to consistently innovate, drive change, and grow ourselves beyond our wildest dreams. To be a part of Keap is to join a cause bigger than yourself, and we think that’s pretty rad!

Dream fulfillment

We believe in people and their dreams at Keap. So much so, we have a dedicated Dream Program that empowers our employees to think big and achieve those dreams—both personally and professionally. Want help setting achievable goals to reach your dreams? Our designated Dream Manager is here to help. Want a space to write out your dreams to spring them into action? Yeah, we have a Dream Room for that.

Flexibility & balance

At Keap, it’s not as much about the time put in or where the work is done as it is about the results achieved. We encourage employees to spend time on (and with) the things that are important to them outside of their careers, so we offer a flexible PTO plan and work-from-home policy that makes that a possibility. Need time off for a vacation to Belize? A mental health day to recharge your batteries? It’s all good as long as it’s a win for you, your team, our customers, and the company.


Helping 5 million small businesses succeed worldwide takes a lot of hustle, and celebrating wins along the way is just a way of life here. We work hard, support one another, and have some fun while we’re at it. Curious about what a peek into #keaplife looks like? Think team builders, spring training outings, a fully stocked cereal bar, a Coke Freestyle machine, ping pong tournaments, an indoor football field meeting area, 24-hour hackathons, Food Truck Fridays, happy hours, even breakfast with one of our execs, just to name a few—phew.

Total rewards

We understand how important it is to have top-notch benefits, and offer a comprehensive package that supports our employees and their families. This includes:

  • Health, vision, and dental insurance
  • Stock options for every employee
  • Life insurance
  • Bonus programs
  • Well-being program
  • And so much more!

Dedication to diversity & inclusion

We realize the power of diverse perspectives, experiences, and backgrounds. Keap is an environment focused on inclusion and education—whether that’s hosting diversity weeks highlighting different cultures, or holding professional workshops for our Empow(her) group that celebrates and supports women in the workplace.

We're growing fast

Follow us on LinkedIn for more openings.

Follow now
image of employees
image of employees image of employees
See demo