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Financial Analyst

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




  • Bachelor’s degree; preferably in Finance or Accounting
  • CPA or Masters a plus


Expertise & Experience:

  • 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
Join us!