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Financial Analyst

Chandler, Arizona

In this highly visible role as Financial Analyst, you will independently drive business units to make informed decisions with known financial impact. Your day to day responsibility will be working to streamline and automate Keap’s financial models to drive proactive insights to our finance leadership team. You will also work closely with the Keap Operations teams to understand SaaS reporting and forecasting metrics, drive strong fiscal discipline, stability, and insights for business stakeholders.


  • Budget Management: Review, analyze, report and track to actual spend, with executive level visibility
  • Strategic Decision Support: Collaborate with stakeholders to provide different financial analysis and insights to decision makes to improve business outcomes
  • Forecast and Close: Drive the financial forecast and close processes on a monthly and quarterly cadence
  • Special Projects: Influence and own the strategy and execution of special projects, operational improvements & systems
  • Deep dive on current financial models and analytics and offer recommendations for improvement utilizing Looker and Planful.
  • Analyze our current close process to automate and move towards a more analytical and data driven process.
  • Develop custom reports and analysis related to ad hoc requests.
  • Provide real time data and forecasting projections during key business meetings to assist in guiding the financial direction of the company.


  • Bachelor’s Degree in a Finance, Economics, Statistics, Analytics or related field
  • 3+ years of FP&A experience required
  • 3+ years of experience at a technology company, preferred (SaaS experience a plus)
  • Extreme proficiency in Excel or Google Sheets, PowerPoint, large sets of data and a working knowledge of statistics
  • Established history of effective financial reporting with timely and measurable results
  • Strategic innovator that thrives in ambiguity that creates effective solutions to operational challenges
  • Experience with NetSuite, Salesforce, Planful, SQL, Bigquery, Looker or other financial tools
  • Highly analytical and a strong, effective communicator
  • Detail oriented and self-motivated with an ownership mentality
  • Ability to work in a fast-paced, ever changing environment

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.

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.

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