Senior Financial Analyst

Senior Financial Analyst

San Mateo, CA

IntelePeer is a high-growth startup, which has become a transformative force in cloud communications. We’re fundamentally changing the way people, businesses and service providers deploy and leverage their communications. In fact, we’re changing the economics of a multi-billion-dollar industry. As a key member of our San Mateo-based Accounting & Finance Team, the Sr. Financial Analyst supports all organizational functions (Operations, R&D, Sales & marketing, and G&A) and will be responsible for Key Performance Metrics (KPI) formulation, tracking and reporting, corporate forecasting, annual budgeting, and long-range planning as well as financial analysis on an ad-hoc basis and contribution to ongoing systems projects.

REPORTS TO: Director, FP&A

Position Responsibilities

  • Maintain and distribute monthly Key Performance Metrics reports and contribute to the Board package for Board meetings
  • Assist with Budgeting and Forecasting across the organization
  • Solicit input from key stakeholders and rationalize inputs for all P&L and Balance Sheet line items
  • Assist with the monthly close process including Budget vs. Actual reporting, financial analysis, and other month end reporting
  • Create and publish customer revenue metrics for Senior Management
  • Calculate monthly recurring revenue and customer churn for covenant reporting
  • Assist the Director, FP&A with the annual budget cycle and quarterly forecast process including standard variance analysis for monthly reviews
  • Contribute to the ongoing development of financial models to be used in M&A analysis
  • Assist in the development of automated financial reports from the SAP system
  • Proactively provide decision support and insights in relation to key financial projections
  • Provide analytical support to business partners
  • Other duties as assigned


    Expertise & Experience

    • Bachelor’s degree; preferably in Finance or Accounting
    • CPA and/or Masters in Accounting/Finance a plus
    • 2+ years of experience in either Big 4 audit, investment banking, or FP&A role in Tech/Software
    • SaaS KPI experience a plus
    • Superior financial modeling, Excel and PowerPoint skills
    • Experience with Host Analytics, Salesforce, and SAP is a plus


    • Strong sense of urgency
    • Self-motivated, proactive, and resourceful
    • Continuous attitude to learn and to improve
    • Strong sense of commitment and loyalty
    • Ability to wear multiple hats and think outside the box
    • Establishes and maintains effective working relationships in cross-functional and team environment
    • Exceptional attention to detail
    • Maintains confidentiality
    • Continuous improvement attitude
    • Quality- and customer-service driven to consistently delight internal and external customers
    • Team player who is willing to go above and beyond to help others
    • Reacts quickly and adapts to changes in priorities, circumstances, and direction
    • Positive, professional attitude
    • Effectively multi-tasks and manages multiple projects concurrently in a time-sensitive work environment
    • Moves fast to get things done quickly, while maintaining exceptional attention to detail
    • Excellent verbal and written communication skills
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