Business Financial Analyst
Project Growth
Job highlights
Summary
Join a values-driven financial consulting firm supporting social entrepreneurs. As a Business Financial Analyst, you will leverage your financial modeling expertise to empower clients and achieve sustainable growth. This fully remote role blends technical skills with strategic thinking, requiring collaboration with clients and internal teams. You will develop and maintain financial models, conduct analyses, prepare reports, and contribute to budgeting and forecasting. The ideal candidate possesses strong analytical, communication, and collaborative skills, along with experience in financial modeling and the SaaS industry. Success is measured by accurate models, insightful analysis, effective communication, and collaborative client engagement.
Requirements
- Bachelor's degree in Finance, Accounting, Economics, or a related field
- 3-5 years experience as a Financial Analyst with a focus on financial modeling, preferably in a corporate finance, investment banking, or consulting environment
- Advanced proficiency in Microsoft Excel, financial modeling software (e.g., Excel, Tableau, or Power BI), and other analytical tools
- Strong analytical skills with the ability to interpret complex financial data, identify trends, and generate actionable insights
- Excellent communication and presentation skills, with the ability to effectively communicate complex financial concepts to non-financial stakeholders
- Detail-oriented with a high level of accuracy and attention to detail
- Ability to work independently and collaboratively in a fast-paced, dynamic environment, managing multiple priorities and meeting tight deadlines
- Strong business acumen and strategic thinking skills, with a passion for driving continuous improvement and delivering results
- Experience in the SaaS industry
Responsibilities
- Develop and maintain detailed financial models to analyze business performance, evaluate investment opportunities, and support strategic planning initiatives
- Conduct comprehensive financial analysis, including variance analysis, trend analysis, and scenario modeling, to identify key drivers of financial performance and provide recommendations for improvement
- Prepare financial reports and presentations for senior management, investors, and other stakeholders, summarizing key findings, insights, and recommendations
- Collaborate with cross-functional teams to gather relevant data, validate assumptions, and ensure the accuracy and integrity of financial models and analyses
- Assist in budgeting, forecasting, and long-range planning processes by providing financial modeling expertise, insights, and recommendations
- Perform ad-hoc financial analysis and special projects as needed to support business objectives and initiatives
Preferred Qualifications
- Accurate and Comprehensive Financial Models: Develop robust financial models that support strategic decision-making for clients, ensuring assumptions are validated and outcomes are actionable
- Insightful Analysis: Deliver in-depth variance and trend analyses that highlight key drivers of financial performance and provide clear recommendations for improvement
- Effective Stakeholder Communication: Present complex financial insights to clients and internal teams in a clear and impactful manner, fostering trust and driving actionable outcomes
- Collaborative Client Engagement: Actively engage with clients to understand their needs, validate data, and provide tailored financial insights that add value to their business
- Efficient Budgeting and Forecasting Support: Contribute to accurate and timely budgeting and forecasting processes, enabling clients to plan and allocate resources effectively
- High-Quality Deliverables: Consistently produce detailed and professional financial reports and presentations that exceed client expectations
- Adaptability and Proactivity: Demonstrate flexibility and problem-solving capabilities in managing ad-hoc projects and meeting tight deadlines
- Drive Continuous Improvement: Identify and implement opportunities to improve financial processes, tools, and client outcomes, reflecting the firmβs commitment to excellence
- SaaS Industry Expertise: Leverage knowledge of the SaaS industry (or other relevant sectors) to provide deeper insights and industry-specific recommendations
Benefits
Fully Remote (Work from Home), 9AM - 6PM EST
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