Midwest Startups
Financial Analyst, Business Partnership
Midwest Startups, Chicago, Illinois, United States, 60290
Are you a detail-oriented and curious Financial Analyst ready to make a significant impact by directly shaping a company's technology and product investment strategy?
As our next
Financial Analyst , you won't just be managing spreadsheets—you'll be at the forefront of driving strategic decisions for our core
Technology and Product
organizations. You will own critical financial processes, architect key forecasts, and collaborate directly with leadership to translate strategic R&D goals into tangible financial outcomes. Responsibilities:
Own
the monthly financial close for Tech & Product, meticulously managing accruals and performing deep-dive variance analysis to ensure forecasting accuracy Act as a strategic partner
to Technology and Product leaders, presenting and interpreting monthly financial performance (budget vs. actuals) and highlighting key trends and drivers to inform immediate business decisions Architect and manage
the comprehensive headcount and vendor spend forecasts, proactively collaborating with HR and Procurement teams to manage the organization's resource plan Develop and maintain
sophisticated, driver-based financial models, specifically owning the
data & hosting (AWS) forecast
using customer-centric cost modeling principles Conduct and synthesize
advanced financial analysis (e.g., R&D spend visibility, product investment ROI) into clear, concise, and actionable recommendations for senior business stakeholders Support
the annual budget process and contribute to the preparation of materials for quarterly Board of Directors updates, providing a critical view of our strategic investments. Requirements:
2-3 years of hands-on experience
in Financial Planning & Analysis (FP&A), with significant exposure to or prior experience supporting
technology or software companies A
Bachelor's degree
in Finance, Business Administration, Accounting, or a related field Exceptional analytical and financial modeling skills , with advanced proficiency in Excel/Google Sheets, and the talent to distill complex financial data into clear, actionable insights Experience with product investment ROI modeling , analyzing how product decisions drive financial outcomes across customer acquisition, retention, and monetization/expansion Prior experience
with
Amazon Web Services (AWS) cost modeling and forecasting
or knowledge of SaaS business models and technology industry trends Exceptional communication skills
and a proven ability to present and translate complex financial information and recommendations to non-finance, executive-level audiences Proficiency in financial systems (experience with
NetSuite and Looker
is a significant plus) A
detail-oriented and highly organized
approach, with the proven ability to manage multiple priorities simultaneously in a fast-paced environment A
curiosity and willingness to leverage AI
and new tools to continuously improve and streamline financial processes. ActiveCampaign is an equal opportunity employer. We recruit, hire, pay, grow and promote no matter of gender, race, color, sexual orientation, religion, age, protected veteran status, physical and mental abilities, or any other identities protected by law.
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Financial Analyst , you won't just be managing spreadsheets—you'll be at the forefront of driving strategic decisions for our core
Technology and Product
organizations. You will own critical financial processes, architect key forecasts, and collaborate directly with leadership to translate strategic R&D goals into tangible financial outcomes. Responsibilities:
Own
the monthly financial close for Tech & Product, meticulously managing accruals and performing deep-dive variance analysis to ensure forecasting accuracy Act as a strategic partner
to Technology and Product leaders, presenting and interpreting monthly financial performance (budget vs. actuals) and highlighting key trends and drivers to inform immediate business decisions Architect and manage
the comprehensive headcount and vendor spend forecasts, proactively collaborating with HR and Procurement teams to manage the organization's resource plan Develop and maintain
sophisticated, driver-based financial models, specifically owning the
data & hosting (AWS) forecast
using customer-centric cost modeling principles Conduct and synthesize
advanced financial analysis (e.g., R&D spend visibility, product investment ROI) into clear, concise, and actionable recommendations for senior business stakeholders Support
the annual budget process and contribute to the preparation of materials for quarterly Board of Directors updates, providing a critical view of our strategic investments. Requirements:
2-3 years of hands-on experience
in Financial Planning & Analysis (FP&A), with significant exposure to or prior experience supporting
technology or software companies A
Bachelor's degree
in Finance, Business Administration, Accounting, or a related field Exceptional analytical and financial modeling skills , with advanced proficiency in Excel/Google Sheets, and the talent to distill complex financial data into clear, actionable insights Experience with product investment ROI modeling , analyzing how product decisions drive financial outcomes across customer acquisition, retention, and monetization/expansion Prior experience
with
Amazon Web Services (AWS) cost modeling and forecasting
or knowledge of SaaS business models and technology industry trends Exceptional communication skills
and a proven ability to present and translate complex financial information and recommendations to non-finance, executive-level audiences Proficiency in financial systems (experience with
NetSuite and Looker
is a significant plus) A
detail-oriented and highly organized
approach, with the proven ability to manage multiple priorities simultaneously in a fast-paced environment A
curiosity and willingness to leverage AI
and new tools to continuously improve and streamline financial processes. ActiveCampaign is an equal opportunity employer. We recruit, hire, pay, grow and promote no matter of gender, race, color, sexual orientation, religion, age, protected veteran status, physical and mental abilities, or any other identities protected by law.
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