Senior Financial Systems Analyst

Who is Aiwyn and what do we do?

Aiwyn is the fastest-growing software company serving the accounting profession. Founded in 2020, we now work with 100+ of the largest CPA firms in the world. Our “Job to be done”: speed up cash flow, save Partner time, & deliver best-in-class client experiences. We do this by automating day-to-day firm operations with our Practice Automation solutions. Aiwyn is led by serial entrepreneurs with multiple exits and funded by a Top 10 fintech VC.

To learn more, visit our website

This role:

We are seeking a technically skilled and analytically minded Senior Financial Systems Analyst to join our team. In this hybrid finance and accounting role, you will leverage your expertise in SQL, Python, Excel, and financial systems to enhance data automation, streamline reporting processes, and drive efficiency within our finance and accounting operations. This position is critical in supporting both our day-to-day accounting functions and long-term financial planning and analysis (FP&A) initiatives, providing robust data insights and process improvements that align with the company’s strategic goals.

• Design, build, and maintain automated solutions to streamline financial reporting, reconciliations, and forecasting processes.
• Develop custom SQL queries, Python scripts, and advanced Excel models to extract, transform, and analyze data from various financial systems.
• Collaborate with IT and finance teams to enhance data integration across systems, ensuring data integrity and accessibility.
• Support FP&A by creating and automating models for budgeting, forecasting, and variance analysis, providing insights to support strategic decision-making.
• Develop and maintain dashboards to present key financial metrics, trends, and data insights for executive leadership.
• Conduct ad hoc financial analyses to support business initiatives and answer specific financial questions from finance and operational leaders.
• Partner with accounting, finance, and operational teams to identify areas for process automation and improvement.
• Document and implement new workflows to improve accuracy, reduce manual effort, and enhance reporting timelines.
• Act as a resource for technical questions related to finance data and analytics, offering guidance and training as needed.
• Serve as a power user and expert in SQL, Python, and advanced Excel to build efficient data workflows and reporting structures.
• Work closely with the finance team to improve financial system capabilities, recommending and implementing best practices for data management and reporting.

• Bachelor’s degree in Finance, Accounting, Data Analytics, or a related field.
• 3-5 years of experience in a finance or accounting role with a strong technical focus.
• Proficiency in SQL, Python, and advanced Excel (VBA and macros preferred).
• Familiarity with ERP and FP&A systems (e.g., NetSuite, Planful) is a plus.
• Proven ability to build automated solutions and streamline complex financial processes.
• Strong analytical skills with the ability to translate data into actionable insights.
• Excellent communication skills to interact effectively with cross-functional teams.

• Preferred Skills:
• Knowledge of data visualization tools (e.g., Power BI or Tableau).
• Experience in a SaaS environment or other high-growth, tech-driven industry.
• Certifications such as CPA, CFA, or CMA are a plus.

• The big-picture value proposition of this role is simple: join us, and you'll be paid competitively to have freedom in solving worthwhile, challenging problems alongside other A-players at a fast growing SaaS startup led by an experienced and successful co-founding team with industry experience.

• Adventure travel stipend - you receive a $1,000 travel reimbursement on your work anniversary each year. We encourage our team to recharge and explore the world beyond their home office walls.
• Remote, work-from-anywhere culture
• Flexible PTO
• World Class health benefits - we believe in fostering flourishing teams by providing benefits that go beyond the usual standards - Health, vision, dental, HSA/FSA, and mental health support.
• Stock options - every Full Time Employee has ownership in Aiwyn's future and success.
• 401(k) matching

• Trust - We champion transparency, welcome differing perspectives, uphold accountability, and trust that others have good intentions
• Courage - We have the courage to take calculated risks and embrace change, knowing what worked in the past won’t always work in the future
• Impact - Rooted in determination and innovation, we chase extraordinary outcomes and impactful results
• Relentlessness - We approach challenges with an unwavering resolve, never settling for mediocrity, and always striving to surpass expectations

• About us
• Why Aiwyn
• YouTube page

Aiwyn is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to 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.

Candidate information will be treated in accordance with our CCPA privacy notice which can be found here: https://www.aiwyn.ai/ccpa