Financial Analyst at Heap

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(16 open jobs)

Heap lets you automatically capture every user interaction from web, mobile, and cloud services: clicks, submits, transactions, emails, and much more. You can then analyze it all retroactively. No tracking code required.

Job title
Financial Analyst
Job listing last updated at
Aug 12, 2020
Job listing location
San Francisco
Job listing source
Job listing link
External link
Bay Area company location: 460 Bryant Street 3rd floor, San Francisco CA

Job description

Heap is looking for its first financial analyst to own the corporate financial model as well as be a partner to budget owners.   Reporting to the VP of Finance, you will be responsible for performing financial and variance analysis, company reporting, and understanding key business initiatives. You will partner closely with company leaders to model their business and provide budget and financial analysis to inform critical business decisions.  If you are looking for a role that gives you the opportunity to have a significant impact on a business in its next phase of growth along with gaining experience across various areas, then this is the right challenge for you.

At Heap, this means you will:

  • Consolidating and forecasting all 3 financial statements and managing the budgeting process
  • Identify and measure key performance indicators that drive business performance
  • Drive complex financial modeling development, enhancement, and maintenance
  • Support the month-end, quarter-end and year-end corporate reporting requirements
  • Partner closely with business to understand detailed drivers of spending, drive improvement and efficiency and perform ad-hoc financial analyses to support investment decision
  • Create presentations and reports to inform senior leadership on the financial performance of their teams and provide guidance on near-term and long-term opportunities and risks
  • Use systems such as Netsuite, Salesforce, and Looker to analyze details and plan to optimize systems
  • Participate in the financial success of Heap by asking questions, having integrity and being detail oriented


30/60/90 Day Plan 

  • Within 30 days, you will: 
    • Have a deep understanding of Heap’s financials and forecast
    • Understand all systems Heap uses to know where to gather financials
  • Within 60 days, you will: 
    • Take ownership of updating the business model
    • Report budget versus actuals to budget owners
  • Within 90 days, you will: 
    • Update all financial reporting for company and board presentations


What we're looking for:

  • 2+ years of relevant experience (background in investment banking preferred)
  • Bachelor's degree in Accounting or Finance. Knowledge of GAAP preferred
  • Advanced skills in Excel/ Google Sheets, Powerpoint/ Google Slides
  • Strong track record in building positive relationships with business partners
  • Ability to work independently, take initiative, balance multiple responsibilities, and curiosity to learn
  • Experience working with a SaaS business model and Netsuite is preferred

People are what make Heap awesome. Regardless of age, education, ethnicity, gender, sexual orientation, or any personal characteristics, we want everyone to feel welcome. We are committed to building a diverse and inclusive equal opportunity workplace everyone can call home.
Heap has raised $95M in funding from NEA, Y Combinator, Menlo Ventures, SVAngel, Sam Altman, Garry Tan, Alexis Ohanian, Harj Taggar, Ram Shriram, and others. We offer plenty of awesome benefits, and we were named #1 on Glassdoor’s Best Places to Work (SMB). We'd love to hear from you! 

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