Financial Analyst

Droplet provides document automation tools that help organizations move away from paper-based processes and streamline information workflows. The Financial Analyst will initially own billing, collections, accounts receivable, accounts payable, and financial reconciliations, then take on forecasting, SaaS metrics, reporting, financial modeling, and variance analysis.

What you'll do:

• Invoice customers accurately and on time in our billing platform (Tabs), and keep it reconciled to QuickBooks
• Own collections end to end — build and run the follow-up cadence, work directly with district business offices, resolve PO and payment issues, drive down days sales outstanding
• Manage the AR aging and cash application
• Own AP: pay vendors, manage vendor forms, W-9s, and insurance requirements
• Keep customer, contract, and billing records clean across Tabs, QuickBooks, and Salesforce
• Coordinate with sales ops to calculate monthly commissions and bonuses
• Assemble the monthly reporting package for the executive team
• Work with our outside accounting firm to keep reporting accurate
• Track and report core SaaS metrics
• Maintain and improve the financial models that forecast revenue, expenses, and cash flow
• Build relationships with department heads to understand their goals and the financial impact
• Support payroll with accurate pay and compensation reporting

What they're looking for:

• Bachelor's degree in Finance, Accounting, Economics, or a related field
• 0–2 years of experience in finance, accounting, or analysis — relevant internship experience counts
• Strong Excel skills, and comfort building and auditing a spreadsheet someone else will rely on
• Genuine attention to detail. In this job, a wrong invoice is a conversation with a customer
• Clear, direct written and verbal communication — you'll be emailing and calling district business offices about money they owe us, and doing it in a way that gets paid without damaging the relationship
• Persistence and comfort with follow-up. Collections is largely the discipline of not letting things go quiet
• Ability to work independently and prioritize without someone assigning your day
• Hybrid from our Lehi, Utah office. **Three days per week on-site for your first 90 days, then two days per week ongoing.**
• Experience with QuickBooks or similar accounting software
• Experience with a billing platform (Tabs, Maxio, Chargebee, or similar)
• Experience with Salesforce or a similar CRM
• Any exposure to public sector, K-12, or government billing — purchase orders, vendor portals, long payment cycles

Benefits:

• This is a hybrid role that requires in-office work at our Draper, Utah office 3 days per week.
• Three days per week on-site for your first 90 days, then two days per week ongoing.
• Comprehensive health coverage: Medical, dental, and vision with significant employer contribution toward premiums for employees and their dependents
• 401(k) with company sponsorship
• Generous parental leave: Time and support for what matters most
• Career growth opportunities: We’ll help you build the career you actually want—not just the next title
• Stock options: Take part in the company’s growth and success
• In-office perks: Endless snacks and drinks at our Utah HQ
• Flexible, trust-based time off: Salaried employees have flexible paid time off with minimal oversight—we trust our team to take time responsibly.
• Hourly roles receive paid holidays, with additional unpaid time off available upon approval