Financial Analyst

At Podium, we bring AI Employees to local businesses that turn every conversation into revenue. Trusted by 60,000+ businesses across Auto, Home Services, and Aesthetics, Podium captures and converts leads 24/7, driving both new business and repeat customers.

In under 24 months, we crossed $100M in AI Agent ARR, scaling 300% year-over-year. During this time, we’ve deployed 10,000 AI employees to empower real business outcomes for our customers. Podium is building what we believe will be the most impactful AI employee ecosystem for local business.

Podium has been recognized as the Best AI Implementation by Inc. Magazine, highlighted by OpenAI for building revenue-driving AI Agents, and awarded the #1 AI Agent for Business Operations by G2.

Our growth is fueled by hiring exceptional people, holding them to high standards, and creating opportunities for them to grow and make an impact. Our operating principles guide daily behavior and ensure we hire people who will thrive at Podium. If you're hungry for growth, aligned to our operating principles, and ready to get to work, you won't find a better place to learn and accelerate your career.

As a Financial Analyst at Podium you will analyze and recommend strategic, data-driven decisions to the senior leadership team. You will be a critical part of refining Podium’s  growing business by providing financial insights to further drive top- and bottom-line, getting comprehensive exposure to the full Profit and Loss of Podium. If you are someone who is passionate about building a business, values efficiency and creative problem-solving using financial/quantitative metrics, and thrives in a fast-paced, open environment, then this is the right role for you!

What you will be doing:

• Assist with building and enhancing financial models used to budget/forecast financial results during monthly/quarterly/annual forecasting cycles
• Assist with regular reporting of key metrics such as ARR and churn and ensure company reporting dashboards are updated and accurate
• Partner with department heads to identify and analyze opportunities and risks to revenue and cost goals
• Steward data-driven decision making in conjunction with varying stakeholders across the company (Sales, Product, Engineering, Business Development, HR, etc.) to optimize revenue and profit with the viewer experience in mind
• Manage ad hoc projects on an on-going basis and present to business partners. Project examples include partnership deal valuation, Profit and Loss for investment cases, headcount planning, etc

What you should have:

• BA/BS degree in Finance, Economics or similar quantitative discipline
• 1-3 years of financial analysis experience with thorough understanding of financial statements and budget/forecasting cycles. 
• Strong analytical skills and experience with and knowledge of Excel, Salesforce, and reporting tools such as Domo/Sigma. 
• Think like an owner. Take ownership and initiative within the tasks that have been assigned to you. Ability to work effectively and independently.
• Strong work ethic, high sense of urgency, and ability to deliver results in tight timeline
• Excellent and proactive communication style with the ability to build/foster relationships with business partners
• Basic SQL experience
  

   

  Why you’ll love working here: 

  • Podium is the best place to work to:
    • Join the leaders in AI agents
    • Unlock career-defining growth
    • Build with world-class talent
    • Make a real impact on local business