Smarsh
SaaS
FinancialAnalyst
Neural analysis suggests this role is
optimal for Entry candidates.
“Financial Analyst at Smarsh. Skills: Financial Planning, Forecasting, Data Analysis. Assist in financial planning. Develop reporting workflows”
Industry & Context.
problem-solving skills
What They're Looking For.
Must Have
Bachelor's degree in Finance, Accounting, Economics, or related field, 0–2 years of experience, proficiency in Excel
Nice to Have
Familiarity with SaaS business models, Experience with SQL, Tableau, Power BI, or similar tools
What You'll Do.
Assist in financial planning
Develop reporting workflows
Build financial models
Prepare financial reports
Support revenue forecasting
Assist with data extraction
How You'll Work.
Team & Collaboration
Collaborate with others; Partner with sales and customer success
Communication Scope
communication skills
Full Job Description
## Description Who are we? Smarsh empowers its customers to manage risk and unleash intelligence in their digital communications. Our growing community of over 6500 organizations in regulated industries counts on Smarsh every day to help them spot compliance, legal or reputational risks in 80+ communication channels before those risks become regulatory fines or headlines. Relentless innovation has fueled our journey to consistent leadership recognition from analysts like Gartner and Forrester, and our sustained, aggressive growth has landed Smarsh in the annual Inc. 5000 list of fastest-growing American companies since 2008. Summary We are seeking a talented Financial Analyst to join the FP&A function operating out of either our Portland or Atlanta office and reporting to the Director of FP&A. This is a person who can drive value, collaborate with others and improve capacity of the team. A key participant in the creation of the company’s operating forecasts in addition to providing management with analytical tools and information to measure performance of the Company. ## How will you contribute? Assist in financial planning & analysis (FP&A) activities including budgeting, forecasting, and variance analysis Developing reporting workflows working with native data centers, ERP, CRM, and finance tools Build and maintain financial models to support strategic decision-making Prepare monthly and quarterly financial reports for leadership Partner with sales and customer success to track pipeline, bookings, and renewals Support revenue forecasting and identify trends or risks Assist with data extraction and analysis using tools like Excel, SQL, or BI platforms Improve and automate reporting processes where possible ## What will you bring? Bachelor’s degree in Finance, Accounting, Economics, or related field 0–2 years of experience (internships or relevant coursework acceptable) Strong proficiency in Excel (required) Basic understanding of financial statements and accountin
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