Financial Analyst at Magical | CA | Rezi

Financial Analyst at Magical

Financial Analyst

Magical · CA

3 weeks ago

Financial Analyst

Magical · CA

a month ago
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About the Role

You'll sit at the center of how Magical tracks and manages its money, supporting monthly and quarterly expense analysis, ARR tracking and reporting, churn analysis, invoicing, collections, and spend management. You will support the quarterly close alongside our external accountant and become the go-to person for financial clarity.

Responsibilities

  • Run monthly and quarterly expense analysis
  • Build and maintain an ARR dashboard; track and report on ARR monthly and quarterly
  • Invoice customers and own the collections effort
  • Manage the spend program end-to-end: pay merchant invoices, allocate budgets and cards
  • Design and continuously optimize company-wide spend policy
  • Track churn and identify trends
  • Support quarterly book close, working directly with our external accountant

Requirements

  • 1–2 years of experience in finance, accounting, or FP&A
  • Deep analytical skill set — comfortable going beyond surface-level reporting to dig into root causes; able to spot trends in noisy data, build financial models that hold up under scrutiny, and translate numbers into a clear narrative for decision-makers
  • Hands-on experience with QuickBooks, Ramp or a similar spend management software, and CPQ software
  • Strong Excel/Google Sheets skills (financial modeling, complex formulas)
  • Strong written and presentation skills — able to communicate financial data clearly to non-finance stakeholders
  • Track record of both designing a process and running it
  • Startup experience — comfortable with ambiguity and building process from scratch

Skills

  • Financial modeling
  • Complex formulas
  • Written communication
  • Presentation skills
  • Process design
  • Process execution
  • Financial analysis
  • ARR tracking
  • Churn analysis
  • Invoicing
  • Collections
  • Spend management
  • Book close support

Experience Level

  • 1-2 years

Benefits

  • Competitive salary
  • Meaningful equity
  • Unlimited PTO
  • Fun team offsites

About the Company

  • Our agentic AI platform brings "AI employees" into the workplace to take over repetitive, soul-crushing workflows that slow teams down, enabling organizations to move faster, with sharper focus, and deliver better outcomes.
  • We are leading the shift to agentic work and are backed by investors behind OpenAI, Anthropic, Hugging Face, and Notion, including Greylock, Coatue, Altman Capital and Lightspeed.