Senior Financial Analyst

ID.me; Mountain View (CA); On-site; USD 120,000 - 190,000; Full time

Job summary

ID.me, a leading digital identity company, is seeking aSenior Financial Analyst to join the Finance team. The role focuses on financial planning, forecasting, and executive reporting, with exposure to the CFO and senior leaders.

You will influence finance operations and partner with GTM and R&D to drive data-driven decisions. The candidate should bring strong analytical skills, attention to detail, and a bias toward action, with experience translating complex data into clear insights and a

Qualifications

• 2+ years of experience in investment banking, strategy consulting, or corporate finance.
• Strong Excel modeling skills with ability to audit and improve complex models.

Responsibilities

• Own and maintain the consolidated financial model across P&L, balance sheet, and cash flow.
• Maintain and improve forecasting models across revenue, COGS, and OpEx with driver updates.
• Support the annual operating plan, coordinating inputs and consolidating outputs for leadership review.
• Support monthly and quarterly forecasting with model outputs and variance analysis.
• Translate operational inputs into model updates and surface implications for the team.
• Assist in building new planning processes, including AI-enabled tools and data validation.

Skills

Financial modeling

Excel skills

Executive communication

Multi-tasking

Education

Bachelor's degree in Finance, Economics, Accounting, or related field

Tools

Claude AI

Excel

Job description

Company Overview

ID.me is the next-generation digital identity wallet that simplifies how individuals securely prove their identity online. Consumers can verify their identity with ID.me once and seamlessly login across websites without having to create a new login and verify their identity again. Over 152 million users experience streamlined login and identity verification with ID.me at 20 federal agencies, 45 state government agencies, and 70+ healthcare organizations. More than 600+ consumer brands use ID.me to verify communities and user segments to honor service and build more authentic relationships. ID.me’s technology meets the federal standards for consumer authentication set by the Commerce Department and is approved as a NIST 800-63-3 IAL2 / AAL2 credential service provider by the Kantara Initiative. ID.me is committed to “No Identity Left Behind” to enable all people to have a secure digital identity.

Role Overview

ID.me is looking for a Senior Financial Analyst to join a high-impact Finance team operating at the center of the business. This role spans financial planning and forecasting, business partnering across GTM and R&D, and executive and investor reporting, with direct exposure to the CFO and senior leaders across the company and real influence on how the Finance team operates.

The ideal candidate brings strong analytical instincts, sharp attention to detail, and a bias toward action. They're comfortable working through ambiguity, managing multiple workstreams, and translating complex data into clear insights for senior stakeholders. Equally important, they're curious about how AI and modern tooling can make financial work faster and better, and they'll actively look for opportunities to put that into practice.

Key Responsibilities

• Own and maintain the consolidated financial model across the P&L, balance sheet, and cash flow to support planning and executive decision-making.
• Maintain and continuously improve forecasting models across key business areas (revenue, COGS, or OpEx), including assumption documentation, driver updates, and scenario builds.
• Support the annual operating plan (AOP) process, coordinating inputs across business units, aligning on key assumptions, and consolidating outputs for Finance leadership review.
• Support the monthly and quarterly forecasting cycle by preparing model outputs, variance commentary, and period-over-period bridges for Finance leadership review.
• Translate operational inputs (headcount changes, usage trends, pipeline movement, product timelines) into model updates and surface implications to the team.
• Support the buildout of new planning processes. Specific focus areas will include the implementation of a financial planning tool, leveraging AI to enhance existing processes, and data validation, as the Finance function scales.

Business Partnering

• Partner with Sales and Revenue Operations to pull, clean, and analyze pipeline and bookings data as inputs to the revenue forecast; build and maintain deal sizing models and segment-level analyses that support forecast assumptions.
• Flag anomalies or trend shifts in GTM data and bring findings to the Finance team for interpretation.
• Collaborate with Product and Engineering to quantify the financial impact of roadmap initiatives, new product features, and internal tooling investments.
• Translate product metrics and operational data into model inputs and financial analyses that inform R&D planning discussions.
• Serve as a responsive Finance partner for cross-functional ad hoc analysis requests, scoping work and managing timelines independently.
• Support regular reporting cycles including internal leadership calls, board packages, and investor materials, by owning specific data pulls, slide builds, or workstream sections.
• Prepare clean, accurate outputs that are ready for leadership review with minimal rework needed.
• Maintain consistency and integrity across recurring deliverables; proactively catch and resolve data discrepancies.
• Leverage AI tools to accelerate analysis, automate repetitive tasks, and improve the quality and speed of financial deliverables.

Qualifications

• 2+ years of experience in investment banking, strategy consulting, or corporate finance.
• Experience maintaining or building integrated 3-statement financial models; comfort with consolidated P&L, balance sheet, and cash flow mechanics.
• Familiarity with consumption-based business models.
• Strong Excel modeling skills; able to build, audit, and improve complex models with minimal guidance.
• Clear, polished communication skills with experience preparing materials for executive audiences (e.g. board decks, investor packages, or equivalent).
• Comfortable operating across multiple workstreams in a dynamic environment, managing competing priorities with limited direction.
• Curiosity about AI tools and a demonstrated interest in applying them to financial workflows; hands‑on experience with Claude or similar tools a plus.
• Bachelor's degree in Finance, Accounting, Economics, or a related field.

ID.me maintains a work environment free from discrimination, where employees are treated with dignity and respect. All ID.me employees share in the responsibility for fulfilling our commitment to equal employment opportunity. ID.me does not discriminate against any employee or applicant on the basis of age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable laws, regulations and ordinances. ID.me adheres to these principles in all aspects of employment, including recruitment, hiring, training, compensation, promotion, benefits, social and recreational programs, and discipline. In addition, ID.me’s policy is to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by applicable laws, regulations and ordinances where a particular employee works. Upon request we will provide you with more information about such accommodations.

ID.me participates in E-Verify.