Note: The job is a remote job and is open to candidates in USA. Intellistack is a leading provider of no-code productivity solutions aimed at simplifying workflows and enhancing digital experiences. As a Financial Analyst, you will support financial reporting, forecasting, and modeling to inform business decisions, while maintaining key SaaS metrics and assisting with monthly close reporting.
Responsibilities
- Maintain and update financial models, forecasts, and budgets with accuracy and attention to detail
- Support preparation of monthly, quarterly, and annual reporting packages for management and Private Equity stakeholders
- Track and maintain SaaS metrics and KPIs, ensuring data integrity across sources
- Identify and flag inconsistencies in models or reports and escalate appropriately
- Support cross-functional teams with ad hoc financial analysis and data pulls
- Build working knowledge of the company's systems, data flows, and reporting cadences
- Communicate clearly on task status, data questions, and preliminary findings
- Take on increasing scope and ownership as skills and business knowledge develop
Skills
- Bachelor's degree in Finance, Accounting, Economics, or a related field
- 1 to 3 years of experience in FP&A, corporate finance, public accounting, or a similar analytical role
- Foundational understanding of financial statements (income statement, balance sheet, cash flow)
- Exposure to financial modeling and reporting; willingness to build these skills rapidly
- Strong attention to detail and commitment to data accuracy
- Ability to manage tasks independently with clear direction and defined timelines
- Clear written and verbal communication skills
- Proficiency in Excel; PowerPoint experience a plus
- Experience working in a private equity-backed or high-growth SaaS environment
- Experience working with data across multiple systems (e.g., ERP, CRM, data platforms) and integrating inputs to support financial modeling and reporting
Company Overview
Founded with the belief that work should be simplified, Intellistack (formerly Formstack) has grown into a leading provider of powerful, no-code productivity solutions that help teams do more with less. It was founded in 2006, and is headquartered in Fishers, Indiana, USA, with a workforce of 201-500 employees. Its website is https://www.formstack.com.