Aisera is a leading provider of AI Copilot solutions, utilizing AiseraGPT and Generative AI to facilitate business transformation and drive revenue growth through a self-service model. Aisera’s AI Copilot uses industry and domain-specific LLMs to deliver human-like experiences and auto-remediate requests through AI workflows. With 400 integrations and 1200 prebuilt workflows, customers achieve 75% automation and 90% cost reduction.

Aisera has received numerous recognitions, including the following: FastCompany Best Workplaces for Innovators; Inc 5000 Award for Fastest Growth; Forbes AI50; EY Entrepreneur of the Year 2023; CNBC Upstart 100 Top Startup; Gartner Cool Vendor; Red Herring Top 100 Global Innovator; CIO Innovation Startup Award; CIO Review Top ITSM Solution; and Silicon Review 50 Most Admired Companies.

Our seasoned founding team has led companies through several prior successful startups and acquisitions. We give our employees a lot of responsibility and ownership of their work, and we hire people from a very wide range of backgrounds and experience. Our team members operate with a high degree of empathy for our customers and each other.

Join our dynamic and fast-paced team and be a part of our journey to revolutionize the industry.

The Role: 

As a Financial Analyst, you will be instrumental in assisting the organization in making well-informed financial decisions by analyzing data, preparing reports, and providing insights to support strategic planning.

This role is based out of our Palo Alto, CA office, and an Onsite interview is required as part of the process.

Responsibilities:

• Financial Planning and Analysis (FP&A):
  • Develop and maintain financial models to support budgeting, forecasting, and long-term planning.
  • Analyze financial statements, trends, and performance metrics to provide insights into the company's financial health.
  • Create and update dashboards target for various departments for KPI
• Budgeting and Forecasting:
  • Assist in the preparation of annual budgets, quarterly budget, and periodic forecasts.
  • Collaborate with various departments to gather relevant data and ensure accuracy in financial projections.
• Financial Reporting:
  • Prepare and present financial reports to management, highlighting key performance indicators and areas for improvement.
  • Ensure compliance with accounting standards and regulations.
• Variance Analysis:
  • Conduct variance analysis to identify discrepancies between actual financial results and budget/forecast figures.
  • Provide explanations for variances and recommend corrective actions.
• Cost Analysis:
  • Analyze costs and expenses to identify areas for cost optimization and efficiency improvement.
  • Provide insights into cost drivers and trends affecting the business.
• Investment Analysis:
  • Evaluate potential investments and business opportunities through financial modeling and analysis.
  • Provide recommendations based on the assessment of risks, returns, and strategic alignment.
• Revenue Analysis:
  • Maintain SaaS metrics regularly in Google Sheets and prepare various reporting metrics in Google slides as part of a monthly reporting package.
  • Create new metrics and reporting forms (tabular form, bar chart, pie chart, etc.) and contribute to the leadership team reporting package.
• Deal Desk:
  • Prepare the renewal and upsell quote for existing customers
  • Drive the renewal dashboard and health
  • Provide recommendations on renewal rate improvement
• Data Management:
  • Gather, organize, and maintain financial data from various sources.
  • Ensure data integrity and accuracy for reliable financial analysis.
• Ad-Hoc Analysis:
  • Conduct ad-hoc financial analysis as requested by management to support decision-making processes.

Basic Qualifications:

• 2-5 years of relevant experience in financial analysis
• Advanced proficiency in Microsoft Excel and PowerPoint, and other financial analysis tools.
• Proficient in financial modeling, data analysis, and use of financial software.
• Knowledge of accounting principles and financial regulations
• Strong analytical, problem-solving, and critical-thinking skills.
• Excellent communication and presentation skills.
• Ability to collaborate with cross-functional teams and work effectively in a dynamic environment
• High level of accuracy and attention to detail, particularly when working with financial data.
• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• Advanced degree (MBA, CFA, or similar) may be preferred.

Aisera is Global and our success draws upon the diverse viewpoints, skills and experiences of our employees. We are proud to be an equal opportunity employer and are committed to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender identity or veteran status.

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