Accounts Receivable Associate

Description

The Senior Financial Analyst acts as a key business partner to the executive team. This role partners closely with executive leadership and cross-functional teams to drive data-driven decision-making, improve financial performance, and support long-term growth initiatives. The ideal candidate combines strong financial acumen with business partnership skills.

What you'll do

Financial Planning & Forecasting

• Participate in and execute annual budgeting and quarterly forecasting processes
• Own revenue, expense, and cash flow projections
• Drive scenario modeling and sensitivity analysis
• Support business decisions by analysis of financial an operational data

Strategic Analysis & Business Partnership

• Provide actionable insights to senior leadership
• Reports to senior FP&A management.
• Partner with department heads (Sales, Marketing, Product, Operations) on performance management
• Support board reporting and investor presentations

Performance Management

• Develop KPI dashboards and operational metrics
• Conduct monthly business reviews
• Analyze variance to budget/forecast and communicate key drivers
• Identify financial risks and opportunities

Process & Systems Improvement

• Improve financial planning processes and reporting automation
• Enhance financial systems and data integration
• Ensure accuracy, integrity, and timeliness of financial data

What you'll bring

Qualifications & Background

• Degree in Business Administration, Finance, Economics, or a related field.
• 3+ years in FP&A role
• Experience in Private Equity-backed environments is highly desirable.

Technical & Analytical Expertise

• Expert-level financial modelling and advanced Microsoft Excel skills.
• Strong experience with ERP and FP&A systems (e.g., NetSuite, Planful or similar).
• Deep understanding of cash flow mechanics and SaaS Metrics (ARR, CAC, LTV etc.)
• High affinity for data analytics and experience leveraging AI tools in finance workflows.

The Values That Define Us

• Execution – We deliver results with focus, ownership, and consistency. Our teams take initiative, solve challenges proactively, and continuously optimize how we work to create meaningful impact for our customers.
• Transparency – We communicate openly and clearly, ensuring stakeholders have the information they need to make informed decisions. We foster a culture of trust, welcome feedback, and embrace accountability in everything we do.
• Integrity – We uphold the highest standards of honesty and responsibility. Our teams act ethically, consistently honor commitments, and build trust through principled, reliable actions.

Compensation Range

Annual Base Salary Range: $125,000 - $140,000 Base pay depends on many factors, such as location, education, experience, and skills. Base pay is only one part of Kiteworks competitive Total Rewards package that can include benefits, perks, equity, and bonuses. The base pay range is subject to change and may be modified in the future.

Benefits & Perks

• Equity - stock options to share in company success
• Healthcare
  • 3 Cigna plans (PPO, EPO, HDHP)
  • 90% covered (PPO/EPO) + $0 premium HDHP
  • $1,200–$2,400 HSA contribution
  • 100% covered dental & vision
• Savings & Retirement
  • FSA + Dependent Care FSA
  • 401(k) with 100% match (up to $5K), immediate vesting
• Coverage - Fully paid life & disability insurance
• Family Benefits
  • 16 weeks (birthing) / 8 weeks (non-birthing)
  • $10K lifetime reimbursement fertility benefit
• Care & Support - One Medical membership + EAP counseling
• Time Off & Flexibility
  • Unlimited PTO + 10 holidays
  • 10 work-from-anywhere days
• Perks - Catered lunches + in-office massage days

Commitment to Equal Opportunity & Inclusion

Kiteworks is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, ancestry, citizenship, color, family or medical care leave, gender identity or expression, genetic information, immigration status, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran or military status, race, ethnicity, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable local laws, regulations and ordinances.