Financial Analyst

Summary

Join Happy Money's accounting and finance team as a Financial Analyst, contributing to forecasting, budgeting, and financial reporting. You will develop financial reports, support budgeting processes, analyze financial performance, create financial models, and partner with business leaders. This role requires a bachelor's degree in a relevant field and 1-3 years of finance experience. Strong analytical, modeling, and communication skills are essential. Happy Money offers a comprehensive benefits package including generous health insurance, 401k matching, PTO, parental leave, and more. The company is fully distributed, offering flexibility and a supportive work environment.

Requirements

• Bachelor’s degree in finance, business, economics or similar discipline
• 1-3 years of experience in finance, FP&A, business strategy, or strategic planning
• Ability to analyze large data sets and translate insights into actionable recommendations
• Strong financial modeling skills, with proficiency in Microsoft Excel or Google Sheets
• Ability to convey drivers of business performance and next steps in written and verbal communications
• Highly organized and detail-oriented, capable of managing multiple priorities in a fast-paced environment

Responsibilities

• Develop and enhance financial reporting to provide key stakeholders with visibility into company performance and expense management
• Support forecasting and budgeting processes, working closely with department leads to ensure accurate financial projections
• Analyze monthly and quarterly financial performance, identifying key trends, variances, and business drivers
• Create dynamic financial models to support business planning and scenario analysis
• Partner with business leaders to track key performance indicators (KPIs), providing data-driven recommendations
• Contribute to cash flow, balance sheet, and long-term financial planning initiatives
• Support corporate financial deliverables, including business reviews and board presentations
• Assist in month-end and quarter-end financial close processes, collaborating with Accounting to analyze financial results

Preferred Qualifications

• Experience in consumer finance, lending, or fintech
• Previous experience in a PE-backed or venture-backed company

Benefits

• Generous medical, dental, and vision insurance options and coverage on Day 1
• 401k Plan with a matching contribution
• Generous PTO
• Monthly Health and Wellness Days
• 12 Weeks Paid Parental Leave
• Company-paid short & long term disability and life insurance
• Monthly tech stipend to help cover expenses for remote work
• Happy Money is a 100% fully distributed workforce