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Financial Analyst

Role overview

Qualifications

  • Bachelor's degree in Finance, Accounting, Economics, or a related field
  • 2–4 years of relevant experience (internships count)
  • Proficiency in Microsoft Excel (pivot tables, VLOOKUP/XLOOKUP, financial modeling)
  • Working knowledge of basic accounting concepts (debits/credits, accruals, PL vs. balance sheet)

Responsibilities

  • Prepare and distribute recurring management reporting packages, including month-end financials, variance analyses, and KPI dashboards
  • Assist in the annual budgeting process and quarterly reforecast cycles
  • Collaborate directly with the accounting team during monthly and quarterly close
  • Work daily in Sage Intacct, Salesforce, and Microsoft Excel

Key facts

Other skills

  • Budgeting
  • Forecasting
  • Microsoft Excel
  • Communication
  • Analytical Thinking
  • Detail Oriented
  • Collaboration

About the company

Thought Industries logo

Thought Industries

E-Learning / EdTech

Thought Industries, headquartered in Boston, Massachusetts, is the world’s leading B2B customer education and external training platform provider. Thought Industries powers the business of learning for companies ranging from midmarket enterprises to Fortune 500, helping transform how they build, deploy, and scale profitable, global online learning operations. Hundreds of customers and brands use the platform to reach, teach, and engage their learning audiences. With enterprise-level delivery and monetization tools, businesses, organizations, and associations are able to deliver engaging, fully-branded learning experiences to their audiences. The comprehensive capabilities of the Thought Industries platform enriches every aspect of online learning—surpassing the features of a typical LMS. Powerful, easy-to-use tools enable organizations to create online courses, manage online learning business, train customers, and get to market quickly and cost-effectively.

Company details

Company typeSME
IndustryE-Learning / EdTech
Company size201 - 500

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Job description

Company Description

We are looking for a curious, detail-oriented Financial Analyst to join our FP&A team. This is a high-visibility role with direct exposure to senior leadership and cross-functional business partners. You'll support the full planning cycle — from monthly close and reporting to budgeting, forecasting, and ad hoc analysis — while building deep familiarity with our core operating systems.

This is an ideal opportunity for someone early in their finance career who wants hands-on experience across both accounting and FP&A, and who thrives in a fast-paced, analytical environment.

Job Description

Reporting & Analysis

  • Prepare and distribute recurring management reporting packages, including month-end financials, variance analyses, and KPI dashboards

  • Support ad hoc financial and operational analyses that inform business decisions

  • Translate data into clear, concise narratives for management audiences

Budgeting & Forecasting

  • Assist in the annual budgeting process and quarterly reforecast cycles

  • Maintain and update financial models with actuals, forecast updates, and scenario assumptions

  • Partner with department heads to review their P&Ls, track spend against budget, and flag variances

Accounting Close and Operational Support

  • Collaborate directly with the accounting team during monthly and quarterly close

  • Gain hands-on experience in Sage Intacct, including journal entries, accruals, and reporting

  • Review, code and approve vendor bills and credit card transactions in Bill.com in line with budget and vendor contracts including prepaid subscriptions

  • Record and reconcile daily bank activity with Sage Intacct

  • Assist with monthly / quarterly balance sheet account reconciliations

  • Support accounting team with adhoc reporting requests

  • Ensure financial data integrity between source systems and reporting outputs

Systems & Tools

  • Work daily in Sage Intacct, Salesforce, and Microsoft Excel

  • Leverage Claude (AI) to accelerate analysis, drafting, and research in day-to-day work

  • Identify opportunities to improve reporting efficiency and data workflows

Qualifications

Required

  • Bachelor's degree in Finance, Accounting, Economics, or a related field

  • 2–4 years of relevant experience (internships count)

  • Proficiency in Microsoft Excel (pivot tables, VLOOKUP/XLOOKUP, financial modeling)

  • Working knowledge of basic accounting concepts (debits/credits, accruals, P&L vs. balance sheet)

  • Strong written and verbal communication skills

  • Structured thinker with an analytical mindset and high attention to detail

Preferred

  • Experience with Sage Intacct or another ERP system

  • Exposure to Salesforce or similar CRM

  • Familiarity with AI tools (e.g., Claude, ChatGPT) in a professional context

Additional Information

All your information will be kept confidential according to EEO guidelines. 

The annual base salary for this role is $70,000-$90,000 with bonus eligibility.

Thought Industries does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, disability, or any other characteristic protected by law. Employment decisions at Thought Industries are based on merit, qualifications, and abilities.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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