Financial Analyst

Quilt Software; New York (NY); Remote; USD 75,000 - 85,000; Full time

Job summary

An innovative company is seeking a detail-oriented Financial Analyst to join their team. This role focuses on Payments FP&A, analyzing revenue performance and supporting strategic financial decisions. You will collaborate with cross-functional teams to ensure alignment between financial data and operational metrics. The ideal candidate will have a strong financial background, excellent analytical skills, and proficiency in data management tools. Join a mission-driven organization dedicated to empowering local businesses with powerful software solutions and enjoy a fully remote work environment with generous benefits.

Benefits

3 Weeks of PTO

Generous Medical, Dental, and Vision plans

Company Sponsored Life Insurance

401k with Company Match

Fully Remote Work Options

Qualifications

• 2+ years of experience in financial analysis or similar roles.
• Strong analytical skills with attention to detail and accuracy.

Responsibilities

• Analyze revenue trends and forecast payment-related metrics.
• Prepare financial reports and dashboards for stakeholders.

Skills

Analytical Skills

Communication Skills

Excel Proficiency

Data Management

Problem-Solving

Education

Bachelor’s degree in Finance

Bachelor’s degree in Accounting

Bachelor’s degree in Economics

Bachelor’s degree in Business

Tools

Excel

Tableau

Power BI

Adaptive Insights

Job description

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Ever wondered how your favorite local shops compete with the big guys? That’s where we come in. We’re Quilt Software, providing Main Street's unsung heroes – from quirky cheese shops to family-run jewelry stores – with the tools they need to compete. Last year, we helped 14,000+ shops make over $2 billion in sales with our family of industry-specific software solutions.

If you get a kick out of supporting local businesses, love great software, and want to be part of a company that’s powering Main Street, we’d love to chat. Come join us in our quest to keep local retail not just alive, but thriving!

About Quilt Software

Ever wondered how your favorite local shops compete with the big guys? That’s where we come in. We’re Quilt Software, providing Main Street's unsung heroes – from quirky cheese shops to family-run jewelry stores – with the tools they need to compete. Last year, we helped 14,000+ shops make over $2 billion in sales with our family of industry-specific software solutions.

If you get a kick out of supporting local businesses, love great software, and want to be part of a company that’s powering Main Street, we’d love to chat. Come join us in our quest to keep local retail not just alive, but thriving!

Position Overview:

We are seeking a detail-oriented Financial Analyst who will be responsible for financial reporting, data reconciliation, and ad hoc analyses. In this role, you’ll focus on Payments FP&A, providing insights into revenue performance from transaction processing and tracking key performance metrics, as well as supporting the business with ad-hoc strategic analysis and reporting. You will report directly to the head of Corporate Development and Payments Finance, contributing to a team that helps drive informed financial decisions across the company. This is a great opportunity for someone with strong financial acumen to join a fast-growing company serving small businesses with powerful software solutions.

Key Responsibilities:

• Payments FP&A:
• Analyze revenue from customer transaction processing, including trends, volume, take rates, and associated costs.
• Forecast payment-related metrics and track performance against targets.
• Support finance leadership with regular updates and insights around the payments business.

Cross-Functional Collaboration:

• Work closely with Finance, Engineering, and Customer Success to understand key business drivers and ensure alignment between financial data and operational metrics.
• Partner with teams working on payment product initiatives.

Financial Reporting:

• Prepare and distribute regular financial reports, including monthly, quarterly, and annual reports, management reports, actual vs. budget analyses, and financial summaries.
• Assist in creating and maintaining financial dashboards and data visualizations using tools such as Excel or Tableau, providing stakeholders with clear insights into key financial metrics.
• Ensure data is accurate, consistent, and ready for analysis and reporting.

Business Ad-Hoc Analysis:

• Conduct financial analysis for one-off projects related to both the payments business and broader strategic company initiatives.
• Deliver timely and accurate financial data to assist the finance team, management, and other stakeholders in decision-making.

Skills and Qualifications:

Education and Experience:

• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
• 2+ years of experience in a financial analyst, investment banking, corporate finance, data analyst, or similar role with a focus on software or technology preferred.

Technical Skills:

• Proficiency in Excel: Advanced skills in Microsoft Excel.
• Data Management: Familiarity with financial databases and data management techniques, ensuring data accuracy and integrity.
• Reporting Tools: Experience with or willingness to learn financial reporting tools and software (e.g., Adaptive Insights, Power BI, Tableau) for data visualization and reporting.

Analytical and Problem-Solving Skills:

• Strong analytical skills, with the ability to identify trends, discrepancies, and opportunities within financial data.
• Detail-oriented with a high level of accuracy and the ability to work with large data sets.

Communication and Interpersonal Skills:

• Effective communication skills, with the ability to present financial data clearly and concisely to various stakeholders.
• Collaborative mindset, with the ability to work effectively with cross-functional teams.

Organizational and Time Management Skills:

• Ability to manage multiple tasks, prioritize workload, and meet deadlines in a fast-paced environment.
• Strong organizational skills, with a systematic approach to managing financial data and reports.

What we offer

• 3 Weeks of PTO
• Generous Medical, Dental, and Vision plans with low premiums
• Company Sponsored Life Insurance
• 401k with Company Match
• Fully Remote, with options to work onsite

Salary: $75-85k, depending on experience

Work Location: Remote based in USA

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Finance and Sales
• Industries: Technology, Information and Internet