Financial Analyst

Who are we?

Smarsh empowers its customers to manage risk and unleash intelligence in their digital communications. Our growing community of over 6500 organizations in regulated industries counts on Smarsh every day to help them spot compliance, legal or reputational risks in 80+ communication channels before those risks become regulatory fines or headlines. Relentless innovation has fueled our journey to consistent leadership recognition from analysts like Gartner and Forrester, and our sustained, aggressive growth has landed Smarsh in the annual Inc. 5000 list of fastest-growing American companies since 2008.

Summary

We are seeking a talented Financial Analyst to join the FP&A function operating out of either our Portland or Atlanta office and reporting to the Director of FP&A. This is a person who can drive value, collaborate with others and improve capacity of the team. A key participant in the creation of the company’s operating forecasts in addition to providing management with analytical tools and information to measure performance of the Company.

How will you contribute?

• 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

What will you bring?

• 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 do we offer?

• 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.
• Stock options.
• 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.
• 401K Match: Smarsh provides a 4% 401K match for which employees are fully vested on day one.
• Sabbatical: The Smarsh sabbatical programme provides a time to recharge, study or simply do something you are passionate about away from the workplace. Employees are eligible after six years of service.
• Recognition: We’re big on kudos for a job well done. Our employee-recognition programme enables co-workers to nominate their peers who best embody our core values for recognition.