Lead Financial Analyst

Lead Financial Analyst

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.

About the Role

We are seeking a high-performing Lead Financial Analyst to join our Finance team. In this role, you will work cross-functionally to streamline and improve business processes, drive capital efficiency, and support strategic initiatives including fundraising, M&A evaluation, and long-term growth planning.

As a partner to various business functions, you will collaborate with department leaders to define KPIs and deliver valuable insights and recommendations. The right candidate will combine analytical rigor, strong financial modeling skills, and a strategic mindset with exposure to investment banking, corporate development, or transaction advisory to support company-wide decision-making.

You'll work across FP&A and Strategic Finance, partnering closely with leadership to deliver insights that guide budgeting, forecasting, capital allocation, and corporate strategy.

Key Responsibilities

Budgeting & Forecasting

• Help lead the annual budgeting process and ongoing forecasting efforts.
• Monitor performance against strategic goals, identifying risks and opportunities.
• Refine forecasts in collaboration with business partners and senior leadership.

Financial Reporting & Analysis

Strategic Decision Support & M&A

Continuous Improvement & AI Automation

Cross-Functional Collaboration

Stakeholder Communication

Qualifications

What We're Looking For

Why Work at Karbon?

Karbon embraces diversity and inclusion, aligning with our values as a business. Research has shown that women and underrepresented groups are less likely to apply to jobs unless they meet every single criteria. If you've made it this far in the job description but your past experience doesn't perfectly align, we do encourage you to still apply. You could still be the right person for the role!

We recruit and reward people based on capability and performance. We don't discriminate based on race, gender, sexual orientation, gender identity or expression, lifestyle, age, educational background, national origin, religion, physical or cognitive ability, and other diversity dimensions that may hinder inclusion in the organization.

Generally, if you are a good person, we want to talk to you.

If there are any adjustments or accommodations that we can make to assist you during the recruitment process, and your journey at Karbon, contact us at people.support@karbonhq.com for a confidential discussion.