Financial Analyst

San Luis Obispo, CA, United States
Main Location
United States
Open jobs

MINDBODY emerged from the simple idea that small business owners deserve the time to focus on what matters most: their customers. Our software has transformed that vision into the world's leading wellness services marketplace, linking hundreds of thousands of passionate health, wellness, and beauty professionals to the millions of clients they serve.


The Financial Analyst is responsible for the ongoing analysis of the Company’s operating financial results. This position will be deeply involved in the Company’s annual budgeting process and will help drive the success of the business by providing information and analysis to assist in decision-making. The successful candidate will have a background in accounting or finance,preferably in the software industry with experience in forecasting, budgeting, and financial modeling.

What you need:

  • Bachelor’s degree in Business or Finance or equivalent work experience.
  • 3+ years’ experience in business planning and analysis or finance/accounting, preferably in a high tech or software company.
  • Strong proficiency in MS Excel, including:
    • Formulas and Functions, including: Pivot tables, VLOOKUP’s, nested IF statements, Logic statements, etc.
    • Financial modeling experience in Excel preferred.
  • Experience in financial close processes and accounting principles in computer software or related industries.
  • Previous experience working with reports and searches in NetSuite, Adaptive Insights, and Tableau are a plus.
  • Public company experience is strongly preferred.

What you'll do:

  • Work with individual departments and department heads to analyze financial results and develop performance metrics and processes for analyzing those metrics
  • Assist with and help to manage the ongoing marketing investment financials with a focus on CAC analysis
  • Work with sales and marketing department heads and senior managers to maintain and develop processes and a regular cadence for expense planning and relationship to lead generation
  • Maintain actual and forecast models in Adaptive Insights financial planning system
  • Partner with FP&A team members to understand processes, drive collaboration, and streamline work flows
  • Perform ad hoc financial analysis as needed, and take on assigned strategic initiatives, including preparation and analysis of pro forma financial results
  • Assist with general administrative tasks, analyze and improve current internal business processes to improve efficiency
  • All other duties as assigned


The Perks:
• Competitive compensation, a generous benefits package, and great work-life-balance
• Inclusive company culture that recognizes and respects the humanity in all people

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