Senior Financial Analyst

Company Overview

ID.me is a pioneering digital identity wallet designed to streamline the verification process for individuals to securely prove their identities online. Serving over 152 million users, it supports seamless login and identity verification across multiple federal and state agencies, healthcare organizations, and consumer brands. The platform complies with federal consumer authentication standards and is a NIST 800-63-3 IAL2 / AAL2 certified credential service provider. ID.me is dedicated to fostering secure digital identities for all individuals.

ID.me primarily operates a full-time, on-site culture with offices in McLean, VA; Mountain View, CA; New York City, NY; and Tampa, FL. Exceptions for remote or hybrid work apply only to specific roles such as field-based sales. The company values ethical use of AI during recruitment and daily work routines, encouraging transparency and highlighting individual skills during the hiring process.

Position Overview

We are seeking a Senior Financial Analyst to join our dynamic Finance team, contributing at the heart of our operations. This role encompasses financial planning and forecasting, strategic collaboration with go-to-market teams, and producing executive and investor reporting. You will work closely with the CFO and senior leaders, influencing the Finance team's strategy and operations while integrating modern tools and AI to enhance financial processes.

Core Responsibilities

• Maintain and oversee a comprehensive consolidated financial model covering profit and loss, balance sheet, and cash flow statements to support strategic planning and decision-making.
• Continuously refine forecasting models related to key financial metrics such as revenue, cost of goods sold, and operating expenses, ensuring accurate assumption documentation and scenario analysis.
• Lead the coordination and consolidation of business unit inputs during the annual operating plan process to align on critical assumptions and present findings to Finance leadership.
• Prepare detailed model outputs and variance analyses during monthly and quarterly forecasting cycles, providing insightful commentary to Finance leadership.
• Translate operational factors—such as headcount adjustments, usage trends, sales pipeline changes, and product timelines—into financial model updates and share implications with the team.
• Support the development of new financial planning processes including implementation of planning tools, integration of AI solutions, and data verification as the Finance function grows.
• Collaborate with Sales and Revenue Operations to extract, cleanse, and analyze pipeline and bookings data for revenue forecasting, developing deal sizing models and segment insights.
• Identify and report unusual trends or anomalies in go-to-market data to assist Finance in interpretation and decision-making.
• Work alongside Product and Engineering teams to assess financial implications of roadmap initiatives, product features, and internal tools investments, translating operational metrics into financial inputs.
• Act as a responsive internal finance partner for ad hoc analysis requests, independently managing scope and timelines.
• Contribute to recurring reporting cycles including leadership calls, board presentations, and investor materials by managing data pulls, slide creation, and segment deliverables.
• Ensure integrity, accuracy, and consistency of financial reports, proactively correcting discrepancies.
• Utilize AI tools to expedite analysis, reduce repetitive tasks, and enhance the quality and efficiency of financial outputs.

Required Qualifications

• Minimum of 2 years' experience in investment banking, strategy consulting, or corporate finance.
• Proficiency in building and maintaining integrated three-statement financial models including consolidated P&L, balance sheets, and cash flow statements.
• Understanding of consumption-based business models.
• Advanced Excel modeling capabilities, capable of constructing and auditing complex models independently.
• Excellent communication skills with experience preparing polished materials for executive audiences such as board members or investors.
• Ability to manage multiple projects in a fast-paced environment with minimal supervision.
• Curious and proactive about incorporating AI tools into financial workflows, with experience using tools like Claude considered advantageous.
• Bachelor's degree in Finance, Accounting, Economics, or a related discipline.

Equal Opportunity and Compliance

ID.me is committed to a workplace free of discrimination, providing equal employment opportunities without regard to age, gender identity, disability, race, religion, or other legally protected characteristics. The company ensures reasonable accommodations for qualified individuals and complies with all applicable laws and regulations, including participating in E-Verify.

Privacy and Data Use Policy

Applicants acknowledge ID.me's Privacy Policy, including its CCPA provisions, upon submitting personal information.