[Hiring] Strategic Financial Analyst @Actionstep

Role Description

The Strategic Finance Analyst is a core contributor to Actionstep’s Finance team. The role’s initial focus areas are:

• Core FP&A work, including forecasting and profitability analysis.
• Gross margin and pricing analysis.
• Commission calculations across Sales, Partner, and Operations teams.

You will report to the VP of Finance and work closely with the broader Finance and RevOps teams. As Actionstep’s needs evolve, the specific mix of responsibilities may shift, and you may take on additional or different analytical work over time.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 1–3 years of proven work experience as a Financial Analyst, or in a similar FP&A, accounting, or business analysis role.
• Strong Excel skills, including advanced formulas and financial modeling.
• Working knowledge of SQL and curiosity to learn more.
• Excellent analytical skills and comfort working with large, sometimes imperfect datasets.
• Ability to present financial data clearly through reports, charts, and summaries for both financial and non-financial audiences.
• Hands-on experience with financial or ERP systems.
• Strong personal accountability for accuracy, particularly on recurring deliverables that affect employee pay.

Requirements

• Experience in a SaaS or subscription-based business.
• Experience with NetSuite or a similar ERP platform.
• Experience with a cloud data warehouse platform (e.g., Snowflake) or BI/reporting tools (e.g., Power BI).
• Prior experience with sales commission calculations, gross margin analysis, or pricing analysis.

Benefits

• Robust medical, dental, vision offerings.
• 401K with company match.
• Flexible working and PTO.
• Take your birthday off.
• Frequent team building events.
• Fantastic training and development opportunities.
• $90-100k base plus variable.

Metrics of Success

• Accuracy & reliability: recurring deliverables are accurate and delivered on time, with minimal rework.
• Analytical value: your analysis is trusted and used by Finance leadership and cross-functional partners in decision-making.
• Cross-functional trust: partner teams across the business view Finance as a reliable, responsive partner.
• Growth in scope: demonstrates readiness to take on broader financial planning and strategic analysis responsibilities within 12 to 18 months.