Financial Analyst, Smarsh
$70-75k
+ Stock options
Cloud-based archiving and compliance solutions
Posted today
Cloud-based archiving and compliance solutions
1001+ employees
Posted today
$70-75k
+ Stock options
1001+ employees
Company mission
To enable customers to take advantage of the latest communication and collaboration tools, while staying ahead of compliance risk.
Role
Who you are
- This position is ideal for someone who enjoys translating data into actionable recommendations and building relationships
- Bachelor’s degree in Finance, Accounting, Economics, or related field
- 0–2 years of experience (internships or relevant coursework acceptable)
- Strong proficiency in Excel (required)
- Basic understanding of financial statements and accounting principles
- Familiarity with SaaS business models is a plus
- Experience with SQL, Tableau, Power BI, or similar tools is a bonus
- Strong analytical, problem-solving, and communication skills
What the job involves
- We are seeking a detail-oriented and analytical financial analyst to support financial planning, reporting, and data analysis within our SaaS business
- This role will work closely with our finance business partner team and sales operations to provide insights into revenue performance, subscription metrics, cost planning, and monitoring of overall business health
- Assist in financial planning & analysis (FP&A) activities including budgeting, forecasting, and variance analysis
- Developing reporting workflows working with native data centers, ERP, CRM, and finance tools
- Build and maintain financial models to support strategic decision-making
- Prepare monthly and quarterly financial reports for leadership
- Partner with sales and customer success to track pipeline, bookings, and renewals
- Support revenue forecasting and identify trends or risks
- Assist with data extraction and analysis using tools like Excel, SQL, or BI platforms
- Improve and automate reporting processes where possible
Our take
The emergence of new digital communication technologies provides businesses with a great opportunity for growth. But regulated businesses need to ensure they carry out communications monitoring, archiving, and compliance to stay on the right side of regulators. This can be difficult to do with new tech - to the extent that some businesses are hesitant to adopt it at all.
Of course, there’s a substantial appetite for ways to get around this obstacle and therefore reap the business benefits of modern comms. Smarsh provides just that, with its suite of archive, storage, and monitoring tools. In the two decades since its founding, the platform has netted over 6,500 clients including top worldwide banks, brokerage firms, insurers, registered investment advisors, and state and local government agencies in the US.
This puts Smarsh in a formidable position going forward. The issue the company addresses is only getting more acute as the volume of communications increases, more tech is brought to market, and the hybrid work model pushes more communications online. Smarsh’s extensive, top-tier global reach will help it field this growing market opportunity.
Freddie
Company Specialist at Welcome to the Jungle
Insights
-9% employee growth in 12 months
Company
Funding (2 rounds)
May 2015
$28m
LATE VC
Sep 2007
$15.6m
LATE VC
Total funding: $43.6m
Company benefits
- Healthcare insurance: We provide medical, dental and vision insurance and a flexible spending account that allows you to set aside pre-tax dollars to pay for eligible out-of-pocket expenses
- Personal time off: A healthy work-life balance is critical to your success at the office. Smarsh offers a "take-what-you-need" time off policy as well as flexible work arrangements
- Recognition: We're big on kudos for a job well done. Our employee recognition program enables co-workers to nominate their peers who best embody our core values for recognition
- Life and disability insurance: Fully paid life and disability insurance coverage is provided from the day you start your job
- Wellness program: You're happier when you're healthier. So we reimburse a portion of employees' monthly health club expenses
- Retirement savings: We match a percentage of your retirement savings contributions. Smarsh employer match invests immediately, so it's yours from day one
- Sabbatical: The Smarsh sabbatical program provides a time to recharge, study or simply a time to do something you are passionate about away from the workplace. Employees are eligible after six years of service
- Giving back: Through our community partnership program, Full Circle, employees make a positive difference and receive paid time off for Full Circle activities so they can support the organizations that matter most to them
- Employee assistance program: We offer free and confidential assessments, short-term counseling, referrals and follow-up services to employees for personal or work-related issues to support their mental and emotional well-being
- Cellphones: To support our mobile and geographically dispersed workforce, we offer corporate cellular plan discounts with both AT&T and T-Mobile
- Getting here and home: Biking and taking public transit to work is not only cool but a smart and green thing to do. Smarsh proudly reimburses for monthly transit costs and biking expenses
- Parental leave: We want to support our colleagues who are starting a family. Smarsh offers paid leave to help you welcome your new bundle(s) of joy into the world
Company HQ
Portland Downtown, Portland, OR
Leadership
Stephen Marsh
(Founder & Chairman)Previously worked on capital market systems at Fidelity Investments, and then moved to a Senior Product Manager role at CCBN. They are also a board member at The Wild, Asset Compliance Inc., and ComplySci.
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