Financial Analyst

About Us:

Apty is a rapidly scaling SaaS company helping global enterprises accelerate software adoption and digital transformation. With teams across India and the USA, we are building an AI-first Digital Adoption Platform that simplifies user experience, improves productivity, and reduces support overhead. We're on a mission to build a high-performance and people-centric culture that celebrates innovation, diversity, and growth.

Trusted by millions of users worldwide, including Fortune 1000 Companies, Apty empowers employees to excel in their roles by promoting engagement and enhancing data hygiene.

Role Overview:

As a Financial Analyst with 3–5 years of experience in high-growth B2B SaaS startups (Series A+), you will manage end-to-end finance operations including AP, AR, US payroll, and month-end closures. You bring strong knowledge of US compliance and GAAP, and are comfortable supporting audits, due diligence, and management reporting. You are proficient with Excel, QuickBooks, and Tally, and thrive in a fast-paced startup environment.

Key Responsibilities:

• Manage Accounts Payable (AP) and Accounts Receivable (AR) processes efficiently.
• Lead month-end and year-end financial closures and ensure accurate reporting.
• Prepare management financials including P&L, balance sheets, and cash flow statements.
• Ensure compliance with US accounting standards, tax regulations, and payroll processes.
• Support due diligence activities and coordinate with external auditors for audits.
• Monitor budgets, forecasts, and cash flow to support strategic planning.
• Automate and optimize financial operations to scale with business growth.
• Maintain cap tables, investor reports, and expense tracking

Education Qualifications:

• Bachelor’s degree in finance, Accounting, Commerce, or related field.
• Professional certifications (CPA, CA Inter, MBA) are a plus.

Requirements:

• 3–5 years of experience in finance, preferably in B2B SaaS startups (Series A+).
• Hands-on experience with AP, AR, US payroll, compliance, and month-end closures.
• Experience in audits, due diligence, and management financial reporting.
• Strong proficiency in Excel for financial modelling and analysis.
• Good knowledge of QuickBooks and Tally accounting software.
• Strong organizational, analytical, and communication skills.
• Ability to work independently in a fast-moving, ambiguous startup environment.

Benefits:

• An opportunity to work with a fast-growing SaaS company impacting millions of users globally.
• A collaborative and inclusive work environment.
• Opportunities for professional growth and skill development.
• Competitive salary and benefits package.