Lead Financial Analyst - Remote

Overview

Karbon is the global leader in practice management software for growth-minded accounting firms. We provide an award-winning, highly collaborative cloud platform that streamlines work and communication, enabling the average accounting firm using Karbon to save 18.5 hours per week, per employee.

We have customers in 34 countries and have grown into a globally distributed team, with our people based throughout the US, Australia, New Zealand, Canada, the United Kingdom, and the Philippines. We are well-funded, ranked #1 on G2, have a fantastic team culture built on our values, are growing rapidly, and making a global impact.

In Short

• Lead Financial Analyst role in the Finance team.
• Streamline business processes and drive capital efficiency.
• Collaborate with department leaders to define KPIs.
• Support strategic initiatives including fundraising and M&A evaluation.
• Deliver insights on budgeting, forecasting, and corporate strategy.
• Utilize AI and automation tools for process improvement.
• Present financial insights to executives and stakeholders.
• Collaborate cross-functionally with various business departments.
• Drive continuous improvement in FP&A processes.
• Work in a globally distributed team.

Requirements

• 5–8 years of Finance/FP&A experience in SaaS or investment banking.
• Strong financial modeling skills in Excel.
• Understanding of valuation methods and transaction structures.
• Analytical thinker with a strategic mindset.
• Exposure to AI/automation tools.
• Excellent communication skills.
• Bachelor’s degree in Finance, Economics, Accounting, or related field.
• CFA, CPA, or MBA preferred.
• Experience with planning tools is a plus.

Benefits

• Flexible Time Off with an encouraged 4 weeks use per year.
• Company paid medical for employees and eligible dependents.
• Paid dental and vision for employees and eligible dependents.
• 401(k) with company matching.
• Flexible Spending Account.
• Up to 8 weeks paid parental leave.
• Work-from-home stipend.
• Collaborative team culture with diversity and development opportunities.
• Opportunities for growth within a fast-growing company.
• Global experience across multiple countries.