Senior Financial Analyst

Idme; Mountain View (CA); On-site; USD 120,000 - 170,000; Full time

Job summary

ID.me is seeking a Senior Financial Analyst to join a high-impact Finance team at the center of the business. You will own FP&A, partner with GTM and R&D, and prepare executive-facing reports with the CFO and senior leaders, influencing strategic decisions.

You'll translate complex data into clear insights, drive AI-powered improvements to planning, and help scale processes across the company as finance operations evolve with growth.

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 (board decks, investor packages, etc.).
• Comfortable operating across multiple workstreams in a dynamic environment 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.

Responsibilities

• Own and maintain the consolidated financial model across the P&L, balance sheet, and cash flow for planning and executive decisions.
• Forecasting models across revenue, COGS, and OpEx with driver updates and scenario builds.
• Support annual operating plan with inputs from business units and consolidation for Finance leadership.
• Prepare model outputs, variance commentary, and bridges for monthly/ quarterly forecasting.
• Translate headcount, usage trends, pipeline, and product timelines into model updates and show implications.
• Assist buildout of new planning processes, including AI-enabled improvements and data validation.

Skills

3-statement modeling

Advanced Excel

Executive reporting

Cross-functional collaboration

AI tools curiosity

Education

Bachelor's degree in Finance/Accounting/Economics

Tools

Claude or similar AI tools

Job description

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

Financial Planning & Forecasting

• 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.

Reporting & Executive Deliverables

• 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

The qualifications below are ideal, but not all are required. We encourage candidates to apply if they satisfy some, but not all of the 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.