Financial Analyst

About Us:

What we are looking for: 

Qualifications: 

• 3–5 years of experience in finance, accounting, or FP&A
• Strong understanding of GAAP fundamentals
• Experience participating in month-end close (accruals, prepaids, reconciliations)
• Experience building and maintaining financial models and projections
• Advanced Excel or Google Sheets skills (comfortable building models from scratch)
• Strong analytical and problem-solving skills
• High attention to detail and ownership mindset
• Ability to manage multiple workstreams in a fast-paced environment

• Background in Big 4 audit or accounting advisory
• Experience at a high-growth startup or fintech company
• Exposure to revenue recognition (ASC 606)
• Experience building multi-scenario financial models
• Familiarity with transaction-based or payment processing revenue models
• Experience with stock-based compensation accounting
• Experience supporting audits or GAAP transition
• Familiarity with payment processing or transaction-based revenue models
• Experience with accounting systems (e.g., QuickBooks or similar ERP tools)

Key Responsibilities: 

Accounting & Operations

• Support transition toward GAAP-compliant accounting
• Assist with month-end, quarter-end, and year-end close processes
• Prepare accruals, prepaids, and revenue-related schedules
• Perform balance sheet reconciliations
• Help improve and scale accounting operations and close discipline
• Support AR/AP process improvements and documentation
• Assist with compliance reporting, filings, and internal control development

FP&A & Strategic Finance

• Build and maintain financial models across multiple business units (Core EBT, Consumer App, HSA/FSA, expansions)
• Support consolidated forecasting and re-forecasting
• Assist with pricing analysis and unit economics modeling
• Analyze gross margins and cost drivers across BUs
• Prepare reporting packages and variance analysis
• Support new business line launches from a financial modeling perspective
• Assist with board and investor reporting preparation
• Contribute to ad hoc analyses tied to growth initiatives and strategic decisions

Our offer:

• Your base salary would fall within the bands below. Please keep in mind that the equity portion of your offer is not included in these numbers and represents a significant part of your total compensation.
  • Financial Analyst: $115k-$135k, depending on experience and location.
• Meaningful work that makes a positive impact on our society.
• 100% of Medical, Dental and Vision coverage for yourself and dependents. 
• Enjoy regular team lunches at our San Francisco office, fostering collaboration and connection over great food.
• A fun and caring environment that prioritizes transparency, growth, and ownership.
• A talented, high-achieving, and humble team with diverse backgrounds and viewpoints.