Finance Analyst / Business Analyst

Socket.dev; Savage (MN); Hybrid; USD 68,000 - 80,000; Full time

Job summary

Socket.dev is seeking a Finance Analyst in Savage, MN to lead forecasting, budgeting, and financial reporting. You will partner with department leaders to build accurate projections and analyze variances, while supporting month-end close and board-level reporting.

The role emphasizes GAAP/IFRS knowledge, advanced Excel, and experience with BI tools like Power BI or Tableau. A hybrid schedule is offered, with three days in the office.

Qualifications

• Bachelor's degree in Finance, Accounting, or Business Analytics.
• Internship experience in Finance or Accounting is preferred.
• Demonstrated experience building financial forecasts, budgets, and variance analyses.
• Working knowledge of GAAP and IFRS and hands-on routine accounting transactions.
• Experience with data visualization tools (Power BI, Tableau).
• Experience in a role combining operational analysis with financial responsibilities.
• Advanced Excel skills with financial modeling, formulas, and pivot tables.
• Familiarity with ERP or accounting systems (e.g., NetSuite, QuickBooks, Sage, MS Dynamics).
• Strong analytical and problem-solving skills with a track record of process improvements.
• Excellent communication skills for presenting financial information to non-finance stakeholders.

Responsibilities

• Build, maintain, and improve financial forecasts for revenue, expenses, headcount, and cash flow.
• Lead or support annual budgeting and re-forecasts with department leaders.
• Analyze variances vs budget/forecast and report findings to leadership.
• Monitor key metrics and flag risks and opportunities.
• Develop scenario models and sensitivity analyses for strategic decisions.
• Prepare monthly and quarterly financial packages and dashboards for leadership.

Skills

Forecasting

Budgeting

Variance analysis

GAAP IFRS knowledge

Power BI

Tableau

Excel (advanced)

ERP systems

Data visualization

Communication

Education

Bachelor's degree in Finance/Accounting/Business Analytics

Tools

Power BI

Tableau

NetSuite

QuickBooks

Sage

Microsoft Dynamics

Job description

Key Responsibilities

Planning & Forecasting

• Build, maintain, and continuously improve financial forecasts covering revenue, expenses, headcount, and cash flow.
• Lead or support the annual budgeting process and periodic re-forecasts in partnership with department leaders.
• Analyze actual-vs.-budget and actual-vs.-forecast variances, identify drivers, and communicate findings to leadership and ownership.
• Monitor key business and financial metrics, flagging risks and opportunities as they emerge.
• Develop scenario models and sensitivity analyses to support strategic decisions (pricing, hiring, capital expenditures, new initiatives).
• Prepare monthly and quarterly financial packages, dashboards, and board- or ownership-level reporting.

Process Upgrades

• Analyze current business processes, workflows, and systems to identify inefficiencies, bottlenecks, and opportunities to eliminate manual work and control gaps.
• Lead or support process improvement initiatives from requirements gathering through implementation.
• Recommend and help implement systems, tools, or automation (e.g., ERP enhancements, planning software, reporting tools) to reduce manual effort and improve accuracy.
• Ensure process compliance with document retention requirements.
• Partner with the accounting/finance team to incorporate AI-driven solutions into their processes and upgrade technology skillsets.
• Document business requirements, process maps, and standard operating procedures (SOPs), including training team members.
• Partner cross-functionally with operations, sales, and other departments to ensure reported data is accurate and timely.
• Map current-state and future-state processes.

Accounting Support

• Assist with month-end and year-end close activities, including journal entries and account reconciliations.
• Support accounts payable/receivable and general ledger maintenance as needed.
• Help ensure financial records are accurate, complete, and maintained in accordance with company policy and GAAP.
• Assist with preparation for audits, tax filings, or lender/investor reporting requirements as applicable.

What You'll Need

• Bachelor's degree in Finance, Accounting, or Business Analytics.
• Prior internship experience in Finance or Accounting.
• Demonstrated experience building financial forecasts, budgets, and variance analyses.
• Working knowledge of core accounting principles (GAAP and IFRS) and hands-on experience with routine accounting transactions.
• Experience with data visualization or business intelligence tools (e.g., Power BI, Tableau).
• Prior experience in a role that combined operational/process analysis with financial responsibilities.
• Advanced Excel skills (financial modeling, complex formulas, pivot tables); experience with an ERP or accounting system (e.g., NetSuite, QuickBooks, Sage, Microsoft Dynamics).
• Strong analytical and problem-solving skills, with a track record of identifying and implementing process improvements.
• Excellent communication skills, with the ability to present financial information clearly to non-finance stakeholders.
• High level of accuracy, discretion, and comfort handling sensitive financial information in a privately held company.

Nice to Have

• Experience in a small or mid-sized private company or family-owned business environment.
• Familiarity with financial planning software (e.g., Adaptive Insights, Vena, Anaplan) or BI/reporting tools (e.g., Power BI, Tableau).

Compensation & Location

This role is based in Savage, MN, with a hybrid schedule of three days per week in office. Pay range: $68,000–$80,000 annually, depending on experience.