Financial Analyst

CommerceIQ; San Francisco (CA); On-site; USD 101,000 - 127,000; Full time

Benefits offered by this job

Medical coverage

Vision coverage

Dental coverage

401(k) plan

Disability insurance

Life insurance

Parental leave

Gym + internet reimbursement

Unlimited PTO

Job summary

CommerceIQ is building the AI platform that runs commerce for the world’s largest brands. As a Financial Analyst in San Francisco, you will partner with Sales, CS, Product, and Engineering to turn data into actionable insights.

You’ll own forecasts, budgets, and monthly reporting, guiding planning and growth across the organization. You will develop models for ARR, bookings, revenue, and OPEX, and deliver board-ready materials.

Qualifications

• Bachelor's degree in finance, accounting, economics, or a related field.
• 2–4 years of FP&A, corporate finance, investment banking, or similar analytical role.

Responsibilities

• Build and maintain financial models, forecasts, and budgets (ARR, bookings, revenue, OPEX).
• Prepare monthly/quarterly/annual reporting with variance analysis and commentary.
• Partner with department leaders on headcount planning and spend tracking.
• Track and analyze KPIs and support month-end close with Accounting.
• Create board and executive materials to explain performance clearly.

Skills

Advanced Excel

Google Sheets

Forecasting

Budgeting

Three-statement model

Communication

Data analysis

Attention to detail

Curiosity

Education

Bachelor's degree in finance, accounting, economics

Tools

Excel

Google Sheets

Job description

The Company

CommerceIQ is building the AI platform that runs commerce for the world's largest brands. We are not selling AI demos. We are shipping

The Company

CommerceIQ is building the AI platform that runs commerce for the world's largest brands. We are not selling AI demos. We are shipping AI agents for content, media, and sales into the workflows of the Fortune 100 every week.

2,200+ Customers
10 of Top 12 CPG Companies
900+ Retailers Connected
$200M+ Raised
Customers include Coca-Cola, Nestlé, Colgate-Palmolive, Mondelez, Samsung, and Kellogg's. Backed by SoftBank, Insight Partners, and Madrona. Headquartered in Mountain View with teams across the US, India, Canada, and the UK. Pre-IPO.

The Role:

As a financial analyst, you'll be a key partner to our business teams, turning data into clear insights that guide how we plan, invest, and grow. You'll own recurring reporting and forecasting, support budgeting, and dig into the numbers behind our business. You'll work closely with Sales, Customer Success, Product, and Engineering, and your analysis will shape real decisions.

What You'll Do:

• Build and maintain financial models, forecasts, and budgets, including ARR, bookings, revenue, and operating expense
• Prepare monthly, quarterly, and annual reporting, including variance analysis and commentary for leadership
• Partner with department leaders on headcount planning, spend tracking, and budget-to-actual reviews
• Track, maintain, and analyze KPI's
• Support the month-end close process by working with Accounting
• Create board and executive materials that explain performance clearly and concisely
• Find ways to automate reporting and improve data quality across systems
• Ad hoc analysis that helps us move faster and make better decisions

What You'll Bring:

• Bachelor's degree in finance, accounting, economics, or a related field
• [2–4] years of experience in FP&A, corporate finance, investment banking, or a similar analytical role, ideally at an AI or technology company
• Advanced Excel and Google Sheets skills, including strong financial modeling
• Solid understanding of three-statement models, budgeting, and forecasting
• Clear communication skills, with the ability to explain complex numbers to non-finance partners
• Strong attention to detail and comfort working with large datasets
• Curiosity and a bias toward action in a fast-paced environment

Benefits & Perks:

The typical base pay range for this role across the US is USD: $101,000-$127,000

This base pay range may be inclusive of several career levels at CommerceIQ and will be narrowed based on a number of factors including the candidate's experience, qualifications, and location.

Base salary is just one part of your total rewards package at CommerceIQ. You may also be eligible for long-term incentives, in the form of company stock options, as well as potential discretionary bonuses. You will also receive access to:

• Comprehensive medical, vision, and dental coverage
• A 401(k)-retirement plan
• Short & long-term disability insurance
• Life insurance
• Paid parental leave
• Monthly reimbursements for gym, phone, and internet
• 10+ paid company holidays in each calendar year and unlimited PTO

Check out our LinkedIn page to learn more about what it's like to work at CommerceIQ!

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability status or any other category prohibited by applicable law.

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability status or any other category prohibited by applicable law.