Financial and Business Analyst

Why CAST AI?

CAST AI is the leading Kubernetes cost optimization platform for AWS, GCP and Azure customers. The company is on a mission to deliver a fully automated Kubernetes experience. What’s unique about CAST AI is that its platform goes beyond monitoring clusters and making recommendations; it utilizes advanced machine learning algorithms to analyze and automatically optimize clusters, saving customers 50% or more on their cloud spend, improving performance and reliability, and boosting DevOps and engineering productivity.

The company has raised $73M from investors, including Cota Capital, Creandum, Uncorrelated Ventures, and Vintage Investment Partners. CAST AI has over 160 employees globally and is headquartered in Miami, Florida.

However, this is merely the beginning. Our product roadmap is filled with exciting innovations that are yet to come. We are searching for intelligent, motivated, and self-reliant people to help us fulfill this ambitious mission.

Core values that hold us all together:

PRACTICE CUSTOMER OBSESSION. Focus on the customer journey and work backwards. Strive to deliver customer value and continuously solve customer problems. Listen to customer feedback, act, and iterate to improve customer experience.

LEAD. Take ownership and lead through action. Think and act on behalf of the entire company to build long-term value across team boundaries.

DEVELOP AND HIRE THE BEST. Strive to raise the performance bar by continuously investing in yourself, the team and by hiring the best possible candidates for every position. Drive towards personal development and professional growth, and mentor others to raise the collective bar.

EXPECT AND ADVOCATE CHANGE. Strive to innovate and accept the inevitable change that comes with innovation. Constantly welcome new ideas and opinions. Share insights responsibly with unwavering openness, honesty, and respect. Once a path is chosen, be ready to disagree and commit to a direction.

Role overview

The  Financial and Business Analyst will be responsible for providing strategic financial insights and actionable business intelligence to support decision-making processes. This role involves analyzing financial data, creating reports, and forecasting financial trends. The analyst will collaborate with various departments to ensure alignment with financial goals and business strategies.

Key Responsibilities

• Conduct comprehensive financial analysis to understand business performance and support strategic decisions.

• Develop and maintain financial models for valuation, forecasting, and budgeting.

• Analyze financial statements, identify trends and variances, and prepare detailed reports.

• Generate monthly, quarterly, and annual financial statements with accuracy.

• Assist in annual budget development and financial forecasting.

• Monitor actual performance against budget, providing variance analysis.

• Update financial models based on current trends and business environment changes.

• Gather and analyze data to support strategic business decisions.

• Develop key performance indicators (KPIs) and dashboards for business performance monitoring.

• Provide insights and recommendations to optimize processes and improve financial outcomes.

• Support long-term strategic planning with financial projections and scenario analysis.

• Collaborate across departments to understand financial needs and challenges.

• Evaluate potential investments, acquisitions, and strategic initiatives.

• Identify financial risks and develop strategies for mitigation.

• Ensure compliance with financial regulations and standards.

• Communicate findings and recommendations effectively to stakeholders.

• Support internal and external audits as required.

Requirements

• Bachelor’s degree in Finance, Business Administration, Economics, or a related field, with a master’s degree or professional certification (e.g., CFA, CPA) considered a plus.

• 3-5 years of experience in financial analysis, business analysis, or a related role.

• Background in Corporate Finance, Data Analysis, Investment Banking, Management Consulting.

• Proficiency in financial modeling and analysis tools (e.g., Excel, financial software).

• Experience with business intelligence tools (e.g., Tableau, Power BI).

• 3+ years experience in Microsoft BI and SQL.

• Familiarity with cloud platforms (Azure, AWS, GCP) and SaaS/technology.

• Skilled in Microsoft Office, particularly Excel (including PivotTables, Sumifs, Sumproduct, Index, and scenarios) and PowerPoint.

• Knowledge of financial regulations and standards.

• Excellent analytical and quantitative skills with a focus on data analysis.

• Excellent communication and presentation skills.

• Attention to detail and ability to work independently with a results-oriented team player mindset.

• Comfortable managing multiple projects and deadlines in a fast-paced environment.

• Able to interact well with internal stakeholders at all levels and across multiple lines of business.

• Hands-on approach ensuring accuracy in operational details.

What's in it for you?

• Team of highly skilled professionals to work with and learn from,

• Impact and visibility. Our organization is flat, getting in touch with CEO or CTO is a common practice here,

• Flexible working hours. We deliver instead of sitting in the office 8 to 5,

• Skin in the game. Every employee gets a share of the company,

• Professional and Personal Development.