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Financial Analyst

Remote - United States

About Quilt Software

Ever wondered how your favorite local shops compete with the big guys? That’s where we come in. We’re Quilt Software, providing Main Street's unsung heroes – from quirky cheese shops to family-run jewelry stores – with the tools they need to compete. Last year, we helped 14,000+ shops make over $2 billion in sales with our family of industry-specific software solutions.  

If you get a kick out of supporting local businesses, love great software, and want to be part of a company that’s powering Main Street, we’d love to chat. Come join us in our quest to keep local retail not just alive, but thriving! 

Position Overview:

We are seeking a detail-oriented Financial Analyst who will be responsible for financial reporting, data reconciliation and ad hoc analyses. In this role, you’ll focus on Payments FP&A, providing insights into revenue performance from transaction processing and track key performance metrics, as well as support the business with ad-hoc strategic analysis and reporting. You will report directly to the head of Corporate Development and Payments Finance, contributing to a team that helps drive informed financial decisions across the company. This is a great opportunity for someone with strong financial acumen to join a fast-growing company serving small businesses with powerful software solutions.

Key Responsibilities:

Payments FP&A:

  • Analyze revenue from customer transaction processing, including trends, volume, take rates, and associated costs.
  • Forecast payment-related metrics and track performance against targets.
  • Support finance leadership with regular updates and insights around the payments business.

Cross-Functional Collaboration:

  • Work closely with Finance, Engineering, and Customer Success to understand key business drivers and ensure alignment between financial data and operational metrics.
  • Partner with teams working on payment products initiatives.

Financial Reporting:

  • Report Preparation: Prepare and distribute regular financial reports, including monthly, quarterly, and annual reports, management reports, actual vs. budget analyses, and financial summaries.
  • Dashboard Development: Assist in creating and maintaining financial dashboards and data visualizations using tools such as Excel or Tableau, providing stakeholders with clear insights into key financial metrics.
  • Data Cleansing: Ensure data is accurate, consistent, and ready for analysis and reporting.

Business Ad-Hoc Analysis:

  • Conduct financial analysis for one-off projects related to both the payments business and broader strategic company initiatives.
  • Deliver timely and accurate financial data to assist the finance team, management, and other stakeholders in decision-making.

Skills and Qualifications:

Education and Experience:

  • Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
  • 2+ years of experience in a financial analyst, investment banking, corporate finance, data analyst, or similar role with a focus on software or technology preferred

Technical Skills:

  • Proficiency in Excel: Advanced skills in Microsoft Excel.
  • Data Management: Familiarity with financial databases and data management techniques, ensuring data accuracy and integrity.
  • Reporting Tools: Experience with or willingness to learn financial reporting tools and software (e.g., Adaptive Insights, Power BI, Tableau) for data visualization and reporting.

Analytical and Problem-Solving Skills:

  • Strong analytical skills, with the ability to identify trends, discrepancies, and opportunities within financial data.
  • Detail-oriented with a high level of accuracy and the ability to work with large data sets.

Communication and Interpersonal Skills:

  • Effective communication skills, with the ability to present financial data clearly and concisely to various stakeholders.
  • Collaborative mindset, with the ability to work effectively with cross-functional teams.

Organizational and Time Management Skills:

  • Ability to manage multiple tasks, prioritize workload, and meet deadlines in a fast-paced environment.
  • Strong organizational skills, with a systematic approach to managing financial data and reports.

What we offer 

  • 3 Weeks of PTO 
  • Generous Medical, Dental, and Vision plans with low premiums
  • Company Sponsored Life Insurance 
  • 401k with Company Match
  • Fully Remote, with options to work onsite

Salary: $75-85k, depending on experience
Work Location: Remote based in USA

 

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