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Financial Analyst at Sales Demo - CB (San Francisco, CA)
Sales Demo - CB· San Francisco, CA·
Role details
Work type
Remote
Employment
Full-Time
Job description
Lever is currently looking for an experience Financial Analyst to join our Finance Team.
Our ideal candidate would have a Bachelors degree in Finance or Accounting with at least 3 years of related work experience including preparing annual budgets, performing analysis concerning the company's financial statements, and working with complex general ledger related to the month end closing and reporting process for the domestic and international offices.
Representative Responsibilities:
- Annual budget and forecasting
- Completely responsible for the annual budget process and hands off to the International Controller and VP of Finance for final review.
- Compiles data for revenue by item, cost of goods, royalties and commissions, department expenses, capital expenditures, cash flow and balance sheet.
- Maintains the budget database and updates with any changes
- Responsible for gathering assumptions regarding the budget for each company
- Researches potential areas of improvement in budget control procedures
- Prepares the five year forecasts
- Prepares revenue and financial forecasts quarterly or as needed
- Responsible for international financial statements.
- Delivers statements to International Controller for review.
- Assists VP of Finance with treasury matters
Qualifications
- Excellent communication, problem-solving and interpersonal skills
- Computer skills preferred (Excel, Word, Outlook, SAP)
- Strong knowledge of accounting, key performance indicators, and ratio analysis
- Knowledge of manufacturing processes, cost accounting methods
- Strong working knowledge of accounting systems
Why work at Sales Demo - CB
- Culture highlights: Recognized as #1 workplace in San Francisco; highly collaborative, team-oriented culture with a "do-can-do attitude" and strong cross-functional work—described as "not your normal sales team."
- Remote/hybrid/office policy: Based on job postings, roles are primarily on-site in San Francisco, CA, with some remote options (87% remote, 13% on-site per Jobera data). Hybrid is currently 0%.
- Notable perks: Comprehensive onboarding ("Ramp Camp") that includes learning about the product, shadowing sales calls, and completing a starter project; clear career development paths; strong emphasis on employee growth and mentorship.
- Engineering culture: While primarily sales-focused in the posted roles, Lever's overall team builds modern, well-designed real-time apps—suggesting a strong engineering focus internally.