Senior Financial Analyst

Who we are:

Over ten years ago, we launched AppFolio (NASDAQ: APPF) to revolutionize the way small and medium-sized businesses grow and compete. Today our software solutions serve the property management and legal industries.  At the heart of our products and services is a talented and agile team that understands the importance of a 100% customer focus.

With offices in Santa Barbara, Dallas, and San Diego, our business is built for long term success fueled by happy, loyal customers and a team of AppFolians who contribute to our great culture every day.

To learn more about AppFolio and our company values check out our profile on The Muse!

Why AppFolio?

  • Competitive Compensation
  • Medical, Dental, Vision, and a 401k Match
  • Amazing company culture: focus on a complete lifestyle
  • Recharge: 20 Days PTO + 9 Paid Holidays
  • Built to last: Grow your career in an innovative, public company
  • Make an impact: your work plays a key role in transforming our customers’ businesses
  • Love your team members: co-workers are often friends too
  • Offices stocked with healthy snacks, games, and goodies
  • A commitment to health/wellness including onsite fitness classes
  • Give back to your team and your community

Senior Financial Analyst - FP&A

Reporting to the Manager, Financial Analysis, this role will be responsible for leading our core financial processes, including monthly forecasting, annual planning, variance analysis, and financial reporting. This role will act as the FP&A engine as we continue to drive efficient, scalable financial processes across our business units.

Responsibilities:

  • Financial Planning, Reporting & Analysis
  • Perform financial analysis and provide commentary that helps identify performance drivers and root causes of variances to objectives
  • Track expenses and revenues vs. budget and reforecast and analyze fluctuations
  • Enhance and execute key financial processes, including month end close, the annual budget, and quarterly forecasting
  • Assist with establishing processes to ensure accurate/timely completion of financial planning consolidations
  • Understand the business requirements to develop and distribute financial reports and dashboards and deploy best practices across the business
  • Prepare, review, and distribute monthly and quarterly financial reports
  • Develop complex financial modeling
  • Maintain budget and reforecast information in Adaptive Insights
  • Perform ad hoc analysis as needed

 Business Partnership

  • Provide cross functional financial leadership to the business, which includes meeting with departments heads and other departments to provide financial insights and assist with long-term planning
  • Monitor key financial metrics and business drivers relevant to various departments and teams. Provide recommendations and advice based on analysis

Skills and Knowledge: 

  • BS in Finance, Accounting, or related field; or equivalent professional experience
  • Minimum 3-5 years of work experience finance or accounting
  • Strongly prefer prior experience with Adaptive Insights, or comparable planning software
  • Strong Microsoft Excel skills, working knowledge of Salesforce
  • Ability to work independently, multi-task and thrive in a fast-paced environment
  • Diligent, accurate, and exceptional attention to detail
  • Possess a positive attitude, excellent communication and analytical skills
  • Proven demonstration of critical thinking, questioning the output of a financial model and considering options for improvement
  • Energy and passion for challenging the status quo and delivering results in a fast-paced, data-driven environment
  • Demonstrated ability to partner with leaders across the business


Meet Some of AppFolio's Employees

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