Job Description

Position Title:  Sr. Financial Analyst

Department: Finance  

Reports to: CFO

✨ Position Summary

We are seeking a highly analytical and results-driven  Corporate Financial Analyst to join our Finance team. This role will be instrumental in developing and maintaining our corporate operating model, driving budgeting and forecasting processes, supporting financial reporting, and building out KPI dashboards that provide insights across the business. The ideal candidate thrives in a cross-functional environment, enjoys solving complex problems, and is excited about building scalable solutions as we grow.

🔑 Key Responsibilities

• Corporate Modeling: Build and maintain comprehensive operating models to support strategic planning, scenario analysis, and decision-making.
• Budgeting & Forecasting: Lead annual budgeting and rolling forecast processes, collaborating with department heads to ensure alignment with corporate goals.
• Financial Reporting: Prepare monthly, quarterly, and ad hoc financial reports, ensuring accuracy, clarity, and actionable insights for leadership.
• KPI Dashboards: Develop and maintain dashboards and scorecards to track financial and operational performance across departments.
• Cash Forecasting: Lead short-term and long-term cash flow forecasting and analysis to ensure strong liquidity management.
• Cross-Functional Collaboration: Partner with teams across Finance, Sales, Product, Operations, and Leadership to drive financial transparency and accountability.
• Systems & Tools: Leverage  NetSuite and  Salesforce to extract, analyze, and report on financial and operational data.
• Strategic Projects: Support M&A activity and other corporate development initiatives as needed, including financial modeling, due diligence, and integration planning.

🎓 Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA or CPA preferred.
• 3–6 years of experience in corporate finance, FP&A, investment banking, or consulting.
• Strong financial modeling skills with experience developing dynamic, multi-scenario operating models.
• Experience in both  hardware and  software B2B business models; ability to understand and model recurring revenue and margin dynamics.
• Proficiency with  NetSuite ,  Salesforce , and Excel; familiarity with BI tools (e.g., Tableau, Power BI) a plus.
• Demonstrated ability to work cross-functionally and influence decision-making without direct authority.
• Excellent problem-solving skills with a mindset for simplifying complex processes.
• Prior M&A or corporate development experience is a strong plus.

📍 Location:

• Scottsdale, AZ 

💰 Compensation:

• $110k - $135k DOE

🎁 Benefits:

• 🌴 Open PTO , plus 9 company-observed holidays

• 🩺 Comprehensive medical, dental, and vision insurance (with progressive company coverage)

• 💳 Health Savings Account (HSA)

• 📈 Flexible Spending Accounts (Health Care & Dependent Care)

• 💼 401(k) with generous Safe Harbor company contributions

• 🛡️ Company-paid long-term disability & life insurance

• 🆘 Access to our Employee Assistance Program (EAP)

• 🐾 Pet insurance through United Pet Care

• 🏋️ Gym membership stipend

Employment Type: Exempt, Full-Time 

Life at CUBEX

CUBEX fosters an inclusive environment of diverse, committed, and highly accomplished people. Our team collaborates and employs creativity to find new and better ways of solving complex problems, identifying opportunities, and driving results.

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