Sr. Financial Analyst

About Keap

Keap is the leading Sales & Marketing Automation platform for serious small businesses.  We are a purpose-driven, values-based company that loves helping small businesses grow and understands how hard it is to run a successful small business.  Keap’s vision is to liberate and empower entrepreneurs by automating follow-up, so they can strengthen their families, communities, and economies.  With tens of thousands of customers and over a hundred thousand users, we are just scratching the surface of our vision.

Overview

In this highly visible role as Senior 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 and drive strong fiscal discipline, stability, and insights for business stakeholders.

What you’ll be doing...

• Lead Analyst on the Revenue Model and revenue forecasting
• Budget Management: Review, analyze, report, and track actual spending, with executive-level visibility supporting GTM functions
• Strategic Decision Support: Collaborate with stakeholders to provide different financial analyses and insights to decision-makers 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 into 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 analyses 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

Your experience should include...

• Bachelor’s Degree in Finance, Economics, Statistics, Analytics, or a 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

Being a Keaper has its perks…

• Free Keap app for personal use
• Not assigned a number of paid days off per year (Flexible Time Off)
• Paid time off to volunteer
• DashPass Membership
• Wellness Programs & Events
• Financial Education Program through SmartDollar

At Keap, we celebrate diversity and inclusion to benefit 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.  

Keap’s corporate office is located at 1260 South Spectrum Blvd. Chandler AZ 85286.

Legal authorization to work in the U.S. is required. Keap will not sponsor new candidates for employment visas, now or in the future, for this job opening.

Any candidate who misrepresents their identity and/or skills may be subject to civil damages, penalties, and criminal prosecution.

California Employee Privacy Notice: https://keap.com/legal/cepn

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