Senior Financial Analyst

Anonymized Job Description

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Job Summary:
The Financial Analyst is responsible for analyzing financial data and business plans, creating financial models, and providing insights to support decision-making processes within the organization. This role involves evaluating financial performance, identifying trends, and forecasting future outcomes to aid in strategic planning and resource allocation. The job also includes analyzing key performance indicators, SaaS metrics, and customer churn. The analyst will also include several FP&A tasks.

Key Responsibilities:
Analyze financial data, including revenue, expenses, and investments, to identify trends and assess the performance of VC-backed companies against competitors and plans.
Develop and maintain financial models to support budgeting, forecasting, and strategic planning activities for several clients at once.
Prepare reports and presentations for senior management, summarizing key findings and recommendations based on financial analysis.
Collaborate with various client companies to gather relevant data and insights, ensuring accuracy and completeness of financial information.
Conduct variance analysis to understand deviations from budgeted or expected results and recommend corrective actions as needed.
Assist in the preparation of financial statements, including income statements, balance sheets, and cash flow statements. Build financial models with interlocking financial statements.
Evaluate investment opportunities and provide recommendations based on risk, return, and strategic alignment with organizational goals.
Analyze New marketers and industry in technology and commerce companies, including SaaS software.
Monitor industry trends and economic indicators to assess potential impact on the organization’s financial performance.
Support ad hoc financial analysis projects as requested by management, providing timely and accurate deliverables, including FP&A analysis.
Stay abreast of best practices in financial analysis and reporting, continuously seeking opportunities for process improvement and optimization, especially recommending different AI solutions to improve accuracy and increase delivery time.


Qualifications:
Bachelor’s degree in Finance, Accounting, Economics, or a related field.
2-5 years of experience in financial analysis or FP&A-related role.
Strong proficiency in financial modeling, data analysis, and Excel, including pivot tables, Macros, and data analysis.
Familiarity with financial software including Upgrade to see actual info, Quickbooks, and data rails, etc.
Excellent analytical skills and attention to detail.
Effective communication and presentation abilities.
Ability to work independently and collaborate effectively in a team environment.
Professional certification such as CFA or CPA (preferred but not required).
Additional Requirements:
Willingness to adapt to changing priorities and deadlines.
Ability to multitask and manage competing priorities and clients effectively.
Commitment to upholding ethical standards and maintaining confidentiality of sensitive financial information.

Company Culture:
This job can be done remotely and, for the most part, on local time. The company is a consulting firm for start-ups and venture capitalists. We have a small investment fund and sometimes work as principals and incubate companies. This position either reports to the CEO or CFO and will be involved with Mergers and Acquisitions.
Above all, the company is known for being very analytical and detail-oriented in there final reports and services. A great place to learn and evolve in the Finance and Data Analytical space.