ID.me
Senior Financial Analyst
Mountain View, California, United States · Senior · Full-time
Sponsorship not specified$63k-$800kDetected 1 day ago
ComplianceFinancial ModelingAccountingForecastingExcelLeadershipCommunication
About the role
- ID.me is looking for a Senior Financial Analyst to join a high-impact Finance team operating at the center of the business.
- This role spans financial planning and forecasting, business partnering across GTM and R&D, and executive and investor reporting, with direct exposure to the CFO and senior leaders across the company and real influence on how the Finance team operates.
- The ideal candidate brings strong analytical instincts, sharp attention to detail, and a bias toward action.
Responsibilities
- Own and maintain the consolidated financial model across the P&L, balance sheet, and cash flow to support planning and executive decision-making.
- Maintain and continuously improve forecasting models across key business areas (revenue, COGS, or OpEx), including assumption documentation, driver updates, and scenario builds.
- Support the monthly and quarterly forecasting cycle by preparing model outputs, variance commentary, and period-over-period bridges for Finance leadership review.
- Support the buildout of new planning processes. Specific focus areas will include the implementation of a financial planning tool, leveraging AI to enhance existing processes, and data validation, as the Finance function scales.
- Partner with Sales and Revenue Operations to pull, clean, and analyze pipeline and bookings data as inputs to the revenue forecast
- build and maintain deal sizing models and segment-level analyses that support forecast assumptions.
- Collaborate with Product and Engineering to quantify the financial impact of roadmap initiatives, new product features, and internal tooling investments.
- Serve as a responsive Finance partner for cross-functional ad hoc analysis requests, scoping work and managing timelines independently.
- Partner with Sales and Revenue Operations to pull, clean, and analyze pipeline and bookings data as inputs to the revenue forecast; build and maintain deal sizing models and segment-level analyses that support forecast assumptions.
- Support regular reporting cycles including internal leadership calls, board packages, and investor materials, by owning specific data pulls, slide builds, or workstream sections.
Requirements
- The qualifications below are ideal, but not all are required.
- Bachelor's degree in Finance, Accounting, Economics, or a related field
- The qualifications below are ideal, but not all are required. We encourage candidates to apply if they satisfy some, but not all of the qualifications.
- Experience maintaining or building integrated 3-statement financial models
- Strong Excel modeling skills
- able to build, audit, and improve complex models with minimal guidance
- Clear, polished communication skills with experience preparing materials for executive audiences (e.g. board decks, investor packages, or equivalent)
- Comfortable operating across multiple workstreams in a dynamic environment, managing competing priorities with limited direction
- Curiosity about AI tools and a demonstrated interest in applying them to financial workflows
- hands-on experience with Claude or similar tools a plus
- ID.me maintains a work environment free from discrimination, where employees are treated with dignity and respect. All ID.me employees share in the responsibility for fulfilling our commitment to equal employment opportunity. ID.me does not discriminate against any employee or applicant on the basis of age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable laws, regulations and ordinances. ID.me adheres to these principles in all aspects of employment, including recruitment, hiring, training, compensation, promotion, benefits, social and recreational programs, and discipline. In addition, ID.me's policy is to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by applicable laws, regulations and ordinances where a particular employee works. Upon request we will provide you with more information about such accommodations.
Nice to have
- Translate operational inputs (headcount changes, usage trends, pipeline movement, product timelines) into model updates and surface implications to the team.
- Specific focus areas will include the implementation of a financial planning tool, leveraging AI to enhance existing processes, and data validation, as the Finance function scales.
- Flag anomalies or trend shifts in GTM data and bring findings to the Finance team for interpretation.
- Translate product metrics and operational data into model inputs and financial analyses that inform R&D planning discussions.
- Prepare clean, accurate outputs that are ready for leadership review with minimal rework needed.
- proactively catch and resolve data discrepancies.
- Leverage AI tools to accelerate analysis, automate repetitive tasks, and improve the quality and speed of financial deliverables.
- 2+ years of experience in investment banking, strategy consulting, or corporate finance
Compensation
- Support the annual operating plan (AOP) process, coordinating inputs across business units, aligning on key assumptions, and consolidating outputs for Finance leadership review.
This listing is sourced directly from ID.me's careers page and normalized into a canonical job model.