Financial Analyst

About Intellistack

At Intellistack we're committed to revolutionizing the way organizations collect information automate workflows and create seamless digital experiences.

Founded with the belief that work should be simplified Intellistack has grown into a leading provider of powerful no-code productivity solutions that help teams do more with less. Across thousands of organizations worldwide our tools and platform empower users to quickly build custom forms automate document generation capture eSignatures and streamline data-driven processes—all without needing to write a single line of code.

With intuitive solutions that put power in the hands of everyday users we make it easier to build automate and optimize processes at scale.

Who We Are
At Intellistack we don’t do status quo. We move fast think deep and build what’s next—powered by people supercharged by AI.

We’re a team of builders: curious driven and relentless about solving the real problem. Around here feedback is fuel clarity wins and change is the default setting. If you’re hungry to grow and ready to leave a dent you’ll fit right in.

Who You Are:
You are early in your finance career and eager to build foundational skills in a fast-paced high-growth environment. You are detail-oriented and take pride in accurate complete work. You follow through on deliverables ask good questions and proactively flag issues before they become problems. You are motivated to learn grow into greater ownership and understand
how financial data drives business decisions.

What You Will Do:
As a Financial Analyst at Intellistack a private equity-backed SaaS company you will support core financial reporting forecasting and modeling that inform business decisions and leadership reporting. You will maintain key SaaS metrics assist with monthly close reporting and help ensure consistency and accuracy across financial outputs.

How You Will Succeed:
-Maintain and update financial models forecasts and budgets with accuracy and
attention to detail
-Support preparation of monthly quarterly and annual reporting packages for
management and Private Equity stakeholders
-Track and maintain SaaS metrics and KPIs ensuring data integrity across sources
-Identify and flag inconsistencies in models or reports and escalate appropriately
-Support cross-functional teams with ad hoc financial analysis and data pulls
-Build working knowledge of the company's systems data flows and reporting cadences
-Communicate clearly on task status data questions and preliminary findings
-Take on increasing scope and ownership as skills and business knowledge develop

What We Are Looking For:
-Bachelor's degree in Finance Accounting Economics or a related field
-1 to 3 years of experience in FP&A corporate finance public accounting or a similar
analytical role
-Foundational understanding of financial statements (income statement balance sheet cash flow)
-Exposure to financial modeling and reporting; willingness to build these skills rapidly
-Strong attention to detail and commitment to data accuracy
-Ability to manage tasks independently with clear direction and defined timelines
-Clear written and verbal communication skills
-Proficiency in Excel; PowerPoint experience a plus

Bonus Points:

-Experience working in a private equity-backed or high-growth SaaS environment

-Experience working with data across multiple systems (e.g. ERP CRM data platforms) and integrating inputs to support financial modeling and reporting

Salary Range:

$105k base salary + 5% variable bonus based on company and individual performance

Intellistack is an equal opportunity employer passionately committed to equitable hiring and boldly dedicated to diversity in our work and teams. We do not discriminate in employment opportunities or practices based on actual or perceived race color religion national origin sex (including pregnancy childbirth or related conditions) age marital status sexual orientation gender identity or expression veteran status uniformed service member status disability or any other characteristic protected by law.

We strongly encourage individuals from all backgrounds — especially women people of color (including bilingual and bicultural individuals) LGBTQ+ persons and people with disabilities — to apply. Even if you don’t meet every single requirement you might be the right candidate for this or other roles.

What We Do

Intellistack is a secure workplace productivity platform built to produce ingenious solutions to the everyday work that slow organizations down. From eliminating paper forms to breaking digital silos Intellistack empowers anyone to quickly and easily build custom forms create documents and collect eSignatures—all without any specialized skills or coding. Launched in 2006 Intellistack is trusted by more than 25000 organizations worldwide including Cleveland Clinic NHL Netflix Twitter and Butler University to digitize information automate workflows and transform processes. Since its founding Intellistack has focused on fostering a strong remote-first company culture. The company was named to Inc.’s 2020 Best Workplaces 2019 Indiana Breakout Tech Culture Awards Winner (Top-Rated Workplace) Indiana Chamber of Commerce’s 2019 Best Places to Work (for the fourth consecutive year) Built in Colorado's 2019 Best Places to Work in Colorado and 2017 TechPoint Mira Awards Finalist (Company Culture of the Year). The company has also experienced tremendous growth recognized numerous years on the Inc. 5000 List and the Indianapolis Business Journal (IBJ) Fast 25 and Colorado Springs Chamber & EDC 2018 Industry Awards (New Business of the Year).

Why Work With Us

Intellistack stands out for our powerful no-code platform and values-driven culture. We help teams simplify work and drive real impact across crucial industries. You'll join a collaborative inclusive environment that supports growth innovation and purpose. Working here means making a difference and having your voice heard.

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