Financial Analyst

| Colorado Springs

Formstack, the most flexible and powerful form building application, is looking for a Financial Analyst to add to the team.

Formstack is a 13-year-old company with its roots in Indianapolis. Our customers span 110 different countries, and our employees live and work across the U.S. and the globe. We provide a work environment that is flexible and provides great freedom for those who can perform. We are seeking people who demonstrate an ability to work effectively with individuals from diverse cultures and backgrounds.

Who You Are:

You are a team player, a self-starter, and you are eager to dive into a Financial Analyst role in a dynamic, fast-paced, and collaborative organization. You like to take on new projects and can work independently without much hand-holding. You have strong organization skills, the ability to analyze large amounts of data and communicate insights to senior leadership, and you love to continue learning and growing in your field! 

What You Will Do:

As a Financial Analyst, you are an integral member of the finance organization with key deliverables that provide frequent exposure to the Formstack leadership team. The Financial Analyst is responsible for ownership of financial modeling, financial analysis, maintaining the SaaS metrics and KPIs, and ad hoc analysis to support Formstack's operations. This role provides the opportunity to be a strong business partner that maximizes profitability and focuses on key priorities.

How You Will Succeed: 

  • Develop and maintain financial forecasts and operational budgets
  • Provide proactive financial counsel with business leaders in planning, measuring, reporting and improving performance
  • Prepare, analyze and present monthly, quarterly and annual results for internal management and Private Equity investor
  • Prepare, analyze, and distribute financial and management reporting
  • Handle special assignments from supervisor, which are routine to moderately complex
  • Report and communicate with several levels of management
  • Perform other duties as assigned

What We Are Looking For: 

  • Bachelor’s Degree in related field 
  • 4 to 6 years overall experience in Financial Analysis
  • SQL experience
  • Demonstrated experience in developing and maintaining financial forecasts and operational budgets
  • Detailed knowledge and understanding of financial statements and their relationships
  • Demonstrated experience in financial modeling (integrated income statement, balance sheet and cash flow)
  • Ability to read, analyze, and interpret financial reports
  • Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists
  • Advanced proficiency in Excel and PowerPoint

Bonus Points:

  • Experience working for a PE backed private company 
  • Experience with Salesforce 

What Formstack Offers:

  • 100% covered Medical Insurance, as well as company-paid Dental, Vision, Disability and Life Insurance Benefits for full-time employees.
  • Unlimited PTO for all employees
  • 401k with matching company contribution for full-time employees
  • The most up-to-date technology, including company-issued Macs, the latest software and other tools needed to excel at your job
  • Company-paid conferences and extended learning
  • Yearly company gatherings
Read Full Job Description

Technology we use

  • Engineering
    • JavascriptLanguages
    • PHPLanguages
    • PythonLanguages
    • SalesforceLanguages
    • force.comLanguages
    • MySQLDatabases

Location

Our office is right in the heart of downtown on Tejon Street. If you like trendy coffee shops, great shops, and restaurants, this is the area!

What are Formstack Perks + Benefits

Formstack Benefits Overview

Formstack offers Unlimited PTO, 100% Medical (Employee+Family) Benefits, 4 Days of VTO, sabbatical at 5 years, 401(k) match, brand new MacBook Pros to all new employees, remote working, two company retreats a year, conference reimbursements, 2 days off a year for Learning and development, and yearly merit increases!

Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Formstack offers a medical FSA as well as a Dependent Care FSA!
Dental Benefits
Vision Benefits
Health Insurance Benefits
Formstack covers 100% of our Core HSA Medical plan for Employee+Family. We will contribute $500/year for an individual plan and $1000/year for a family HSA plan.
Life Insurance
Formstack offers life insurance 2.5x of an annual salary for the duration of employment.
Retirement & Stock Options Benefits
401(K)
At Formstack you are eligible for our 401(k) plan starting immediately!
401(K) Matching
Formstack will match up to 6% of your contributions into you 401(k) plan!
Performance Bonus
Formstack offers yearly merit increases as well as small bonuses or gifts depending on company and individual performances.
Child Care & Parental Leave Benefits
Generous Parental Leave
We recently altered our parental leave. Primary care givers get 12 weeks of paid leave and secondary caregivers get 2 weeks of paid leave.
Remote Work Program
Formstack is proud to be a vastly remote organization. The benefit of our physical locations is that it provides space for folks to gather and collaborate. Typically in Colorado Springs, once a week.
Vacation & Time Off Benefits
Unlimited Vacation Policy
At Formstack, time off is essential to get a refresh and come back renewed. With our unlimited PTO policy, take those days off as long as you give us two-weeks notice and pending manager approval :)
Paid Volunteer Time
4 days off a year for paid Volunteer Time Off. We encourage even more time off to volunteer if that is for you! Also, we coordinate events in all our locations for you!
Sabbatical
Formstack offers a 4 week sabbatical once you hit 5 years of employment. All we ask is that you learn something outside your day to day life!
Paid Holidays
Formstack offers 9 paid major holidays off a year!
Paid Sick Days
Perks & Discounts
Casual Dress
Working from home, it is difficult to enforce a dress code! If you do forget to get outta your pajamas and head into the office, that is cool with us!
Company Outings
We have two company outings a year! One being All Hands where the whole company gathers and then Small Hands where each department gets together for a week or so.
Game Room
Ping pong, chill area, TVs! ALL YOU COULD WANT!
Stocked Kitchen
Thirsty, hungry, feeling that beer-thirty feeling....head to kitchen and grab yourself something!
Some Meals Provided
Fridays, random days, special events...we'll get you fed!
Happy Hours
Professional Development Benefits
Job Training & Conferences
We offer 2 days off a year for continued learning and development. If you want to follow some of our 5 guided learning paths, do so! You will receive access to Udemy and we reimburse conferences!
Diversity Program
Formstack is proud to be a diverse and inclusive work place. Whether it is trainings, groups, hiring efforts, or presentations at company retreats, we are proudly a diverse workforce!
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