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CommerceIQ Verified
E-commerce, SaaS, AI, Marketing Tech, Retail Tech.

Financial Analyst

Mountain View, CAOnsiteFull Time$101,000–$127,000 /yrPosted 25 days agoVisa sponsorship available

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Required skills

  • Excel
  • Google Sheets
  • financial modeling
  • three-statement models
  • budgeting
  • forecasting
  • ARR
  • bookings
  • revenue
  • operating expense

Nice to have

  • AI
  • technology company
  • automation
  • data quality

Role summary

A pre-IPO technology company is seeking a Financial Analyst to partner with business teams, providing data-driven insights for planning, investment, and growth. The role involves owning recurring reporting and forecasting, supporting budgeting, and analyzing business performance. Key responsibilities include building financial models, preparing reports with variance analysis, partnering with department leaders on financial planning, tracking KPIs, assisting with month-end close, creating executive materials, and automating reporting processes. The ideal candidate has a Bachelor's degree in a related field, 2-4 years of experience in FP&A or similar analytical roles, advanced Excel/Google Sheets skills, and strong communication abilities.

The Company

CommerceIQ is building the AI platform that runs commerce for the world's largest brands. We are not selling AI demos. We are shipping AI agents for content, media, and sales into the workflows of the Fortune 100 every week.

2,200+ Customers 10 of Top 12 CPG Companies 900+ Retailers Connected $200M+ Raised

Customers include Coca-Cola, Nestlé, Colgate-Palmolive, Mondelez, Samsung, and Kellogg's. Backed by SoftBank, Insight Partners, and Madrona. Headquartered in Mountain View with teams across the US, India, Canada, and the UK. Pre-IPO.

The Role:

As a financial analyst, you’ll be a key partner to our business teams, turning data into clear insights that guide how we plan, invest, and grow. You’ll own recurring reporting and forecasting, support budgeting, and dig into the numbers behind our business. You’ll work closely with Sales, Customer Success, Product, and Engineering, and your analysis will shape real decisions.

What You'll Do:

  • Build and maintain financial models, forecasts, and budgets, including ARR, bookings, revenue, and operating expense
  • Prepare monthly, quarterly, and annual reporting, including variance analysis and commentary for leadership
  • Partner with department leaders on headcount planning, spend tracking, and budget-to-actual reviews
  • Track, maintain, and analyze KPI’s
  • Support the month-end close process by working with Accounting
  • Create board and executive materials that explain performance clearly and concisely
  • Find ways to automate reporting and improve data quality across systems
  • Ad hoc analysis that helps us move faster and make better decisions
  • What You'll Bring:

  • Bachelor’s degree in finance, accounting, economics, or a related field
  • [2–4] years of experience in FP&A, corporate finance, investment banking, or a similar analytical role, ideally at an AI or technology company
  • Advanced Excel and Google Sheets skills, including strong financial modeling
  • Solid understanding of three-statement models, budgeting, and forecasting
  • Clear communication skills, with the ability to explain complex numbers to non-finance partners
  • Strong attention to detail and comfort working with large datasets
  • Curiosity and a bias toward action in a fast-paced environment
  • Benefits & Perks:

    The typical base pay range for this role across the US is USD: $101,000-$127,000

    This base pay range may be inclusive of several career levels at CommerceIQ and will be narrowed based on a number of factors including the candidate’s experience, qualifications, and location.

    Base salary is just one part of your total rewards package at CommerceIQ. You may also be eligible for long-term incentives, in the form of company stock options, as well as potential discretionary bonuses. You will also receive access to:

  • Comprehensive medical, vision, and dental coverage
  • A 401(k)-retirement plan
  • Short & long-term disability insurance
  • Life insurance
  • Paid parental leave
  • Monthly reimbursements for gym, phone, and internet
  • 10+ paid company holidays in each calendar year and unlimited PTO
  • Check out our LinkedIn page to learn more about what it’s like to work at CommerceIQ!

    We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability status or any other category prohibited by applicable law.

    We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability status or any other category prohibited by applicable law.

    Ready to apply?
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