Financial Analyst, Cardata
FP&A & Strategic Reporting
Vehicle reimbursement solution
Open for applications
Vehicle reimbursement solution
21-100 employees
Open for applications
21-100 employees
Company mission
To be the easiest, most cost-effective way to reimburse your employees for using their personal vehicle.
Role
Who you are
- 3–5 years of experience in financial analysis in a SaaS company
- Experience working in small company and/or start-up environment
- Proven ability to execute financial analysis tasks independently and take ownership of reporting processes
- Strong experience with financial modeling, forecasting, and SaaS metric calculations
- Proficiency in Excel, BI tools, and financial reporting software
- Analytical mindset with the ability to translate complex data into actionable insights
- Strong communication and presentation skills to support decision-making at all levels
- A growth mindset and drive to learn, continuously improving financial processes and adapting to evolving business needs
- Highly organized, reliable, and accountable—able to meet deadlines and deliver high-quality work
What the job involves
- As a data-driven and proactive Financial Analyst with experience in a SaaS environment you will own financial reporting, analyze key metrics, and support strategic decision making at Cardata
- You will play a key role in driving financial insights that shape business decisions, working closely with leadership and cross-functional teams
- Prepare comprehensive reports on financial performance and key metrics for both internal and external stakeholders, including leadership, board and bank reporting
- Manage and maintain the cash model, budget, and financial forecasts to ensure accurate and reliable reporting
- Own ARR reporting and conduct budget vs. actual (BvA) analysis, providing insights to educate stakeholders, track financial performance and drive performance improvements
- Evaluate the financial impact of partnerships and expansion opportunities through financial modeling and scenario planning
- Collaborate with leadership to provide data-driven recommendations for growth strategies and investment decisions
Our take
Though it was founded in 1999, Cardata’s products are more important than ever. Amidst international moves towards hybrid work set ups and a more intense focus on electric vehicles and carbon reduction, the daily commute has become a real sticking point for companies negotiating with their employees.
Cardata’s suite of reimbursement software, compliance programs and business intelligence tools help companies manage the personal vehicles of their employees. Its tools include IRS compliant tax-free car allowances, GPS tracking, and payment streamlining tools that help companies better manage their employees' travel, all without having to invest in a corporate car fleet.
Cardata has clearly evolved with the times and enjoyed a tripling of annual recurring growth since its new leadership team stepped in. It also received $100 million in growth equity in 2023, which is being put towards new and existing product innovation, and the increase of market coverage.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
Company
Funding (1 round)
Sep 2023
$100m
GROWTH EQUITY VC
Total funding: $100m
Company benefits
- Opportunity for career progression in a growing company
- Bonus scheme
- Opportunity to work remotely
- Flexible working hours
- Medical & dental benefits with 100% employer paid premiums
- Healthcare spending account
- Wellness spending account
- 15 days of vacation + additional time off throughout the year
- 3 pit-stop days (Cardata's version of mental health days)
Company HQ
Government Center, Boston, MA
Leadership
Sheret Ross
(Board)Currently an Advisor at OneShield Software and previously advised at Tenstorrent. Was a Managing Partner at Spruce Grove Capital and a Stream Lead at Creative Destruction Lab.
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