Financial Analyst



IT, Accounting & Finance
San Francisco, CA, USA
Posted on Wednesday, June 5, 2024

At Forge (NYSE: FRGE), we know our team is our greatest asset. As technology innovators in the private market, our vision is to deliver a richer future for everyone. We live that vision through our values of being bold, humble and accountable. We experience the value that our vision brings to the world every day, helping the teams behind the greatest innovations of our generation, from space travel to planet-saving, plant-based nutrition and more.

Our mission is to empower more people to exercise ownership in the world’s leading private companies via a world-class technology platform with access to the largest network of buyers and sellers in the world. With liquidity solutions, exclusive data and insights, a custody offering, and a vibrant marketplace, Forge’s goal is to build the best-in-class technology infrastructure to power a global private market that is transparent, accessible and seamless for companies, their employees and investors. Through Forge, employees can sell their private shares, employers can reward shareholders with pre-IPO liquidity and individual and institutional investors can participate in private unicorn growth.

Forge's differentiated global marketplace addresses rising demand among individual and institutional investors for exposure to private company stocks and it is building a growing network effect with defensible competitive advantages. The Forge marketplace has over 440,000 registered users and private shares have traded in more than 500 companies since inception, representing over $12 billion in volume across over 21,000+ transactions.

Our ability to offer these powerful financial solutions has generated incredible interest from investors, demand from customers, and a need to grow our team to meet the needs of more companies, teams and innovators in this way. You can learn more about Forge in the following video: “The private market future starts now”.

The Role:

The Financial Analyst is responsible for providing in-depth financial analysis, forecasting, and strategic support to drive informed business decisions and insights for teams across the company. This role requires a strong analytical mindset, excellent communication skills, and the ability to work collaboratively across departments to support the company’s financial goals. Your work will be highly visible across a growing and dynamic business.

Location: Required to be onsite 2-3 days a week or as needed in our San Francisco, CA office.


  • Work closely with department heads to provide in-depth reporting and analysis on revenue and expenses, including variance commentary
  • Build and maintain critical financial models and KPI reports used for monthly forecasting and annual budgeting purposes, including financial and business metrics
  • Synthesize internal data from multiple sources into meaningful management reports and dashboards
  • Assist in preparation of financial materials for management, the Board of Directors, and investors
  • Support planning and forecasting cycles, collaborating with teams from across the company
  • Support evolution of our core financial systems and processes, including GAAP compliance
  • Must be able to sit and/or stand for long periods of time in an office or home office setting while working
  • Required to be onsite 2-3 days a week or as needed in our San Francisco, CA office.

Required Qualifications:

  • 1+ years in investment banking, consulting or FP&A experience or similarly quantitative role
  • Background in accounting/finance/economics
  • Experience with financial reporting, forecasting, and variance analysis
  • Experience with analyzing a wide variety of complex datasets
  • Excellent communication skills, and ability to work engage with teams across the organization and manage multiple projects/priorities
  • Experience in turning analytical insights into well-presented internal and external content
  • Advanced Excel and PowerPoint skills

Preferred Qualifications:

  • Strong knowledge of SQL, business intelligence tools and visualization products
  • Experience in Adaptive Planning, NetSuite, and Looker
  • Experience across all three financial statements

For residents of San Francisco/Bay Area, CA the annual salary range for this role is $70,000-80,000 + bonus. Final offers may vary from the amount listed based on geography, candidate experience and expertise, bonus, and other factors

Forge implements a mandatory COVID-19 Vaccination Policy, which applies to all employees. All employees covered by this policy are required to be fully vaccinated as a term and condition of employment at Forge. Employees are considered fully vaccinated two weeks after completing primary vaccination with a COVID-19 vaccine, with, if applicable, at least the minimum recommended interval between doses. Employees must provide truthful and accurate information about their COVID-19 vaccination status, and, if applicable, their testing results as of the first date of their employment.

Employees may request an exception from this mandatory vaccination policy if the vaccine is medically contraindicated for them or medical necessity requires a delay in vaccination. Employees also may be legally entitled to a reasonable accommodation if they cannot be vaccinated because of a disability, or if the provisions in this policy for vaccination conflict with a sincerely held religious belief, practice, or observance. All such requests will be handled in accordance with applicable laws and regulations.

Forge is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.