Financial Analyst


San Francisco, CA, US
  • Job Type: Full-Time
  • Function: Accounting/Finance
  • Post Date: 05/27/2021
  • Website:
  • Company Address: 22 Battery Street 11th Floor, San Francisco, CA, 94111

About Lattice

Lattice is a people management platform that empowers leaders to build engaged, high-performing teams that inspire winning cultures. With Lattice, it’s easy to launch 360 performance review cycles and engagement surveys, keep track of OKR/goals, gather real-time feedback, and encourage manager 1-on-1 meetings.

Job Description

About Lattice

Lattice is on a mission to build cultures where employees and their companies thrive. In an age where employees have more choice than ever before, businesses that put employees first are winning – and Lattice is building the tools to empower those people centric companies. Lattice is a people management platform that offers performance reviews, employee engagement surveys, real-time feedback, weekly check-ins, goal setting, and career planning in a way that allows companies to focus on employee development, growth, and engagement – yielding stronger employee retention, performance, and impact to the bottom line. Since launching in 2016 we have grown to over 2,750+ customers globally, including brands like Slack, Pinterest, Reddit, and Asana.

We’re a small, impactful, and quickly scaling team of product managers continuously working to improve our product and our craft. We work highly cross-functionally in partnership with our Engineering, Design, Customer Experience and Sales teams to shape the platform we support.

About the Role 

As a Financial Analyst, you will play a critical role on the Financial Planning & Analysis (FP&A) team. The FP&A team is responsible for the financial decision-making across the organization. We partner with business teams to inform and guide strategic decision making across Lattice. This role is cross-functional and, as such, the candidate must be inquisitive, demonstrate initiative and be able to thrive in a collaborative environment. The right candidate will possess strong analytical and communication skills to influence data-driven business decisions. You will combine your financial modeling skills with knowledge of the business to become a trusted business partner throughout the organization.


  • Support the Sales & Marketing organizations with budget, forecasting, and reporting activities
  • Maintain and analyze Key Performance Indicators (KPIs) and own reporting & dashboards
  • Be the go-to financial partner for data driven, ad-hoc analyses and prepare strategic materials for key management meetings, summarizing findings, risks, opportunities and recommendations
  • Develop actionable reporting, analyses and KPI tracking to help the organization gain key insights into drivers of growth and efficiency opportunities
  • Lead strategic financial planning and forecast processes across different departments
  • Collaborate with cross-functional teams across Lattice


  • 1-3 years of relevant progressive Finance and/or Accounting experience in a fast-paced and high growth environment
  • Intermediate-to-advanced Excel skills
  • A basic understanding of the marketing funnel
  • Superior analytical and problem solving skills with experience building financial models
  • Ability to set and keep deadlines at a fast pace without losing accuracy
  • Excellent interpersonal and communication skills
  • Bonus: Experience with SQL and data visualization tools (Looker, Tableau)
  • Bonus: Experience with Adaptive Insights

Why Lattice?

We are rapidly growing the number and size of customers we support, along with the scope of products we offer and the size of the engineering team. In scaling up along these multiple dimensions, a strong candidate will have the opportunity to take on outsized ownership and have a big impact on our success as a company.

  • We invest in the personal and professional growth of every employee because we believe growth leads to both business impact and personal fulfillment
  • The opportunity to join an experienced and ambitious team that is passionate about solving customers’ needs and loves coming to work every day
  • Partner with 1,900+ companies around the world to make sure their employees are engaged and performing at a high level
  • A culture that encourages and promotes professional growth and development, with continuous learning reimbursements
  • Competitive salary, equity, and benefits
  • Centrally located FiDi office
  • Flexible vacation/time-off policy

Related Jobs

Staff Software Engineer

Lattice - New York City, NY, US

Senior Software Engineer

Lattice - San Francisco, CA, US

Account Executive - Enterprise

Lattice - San Francisco, CA, US

Customer Success Manager

Lattice - New York City, NY, US

Account Executive - Mid Market

Lattice - San Francisco, CA, US
Disclaimer: Local Candidates Only
This company does NOT accept candidates from outside recruiting firms. Agency contacts are not welcome.