Remote Financial Planning Analyst

Summary

The job is for a remote Financial Planning Analyst to create budgets, financial forecasts, and review the monthly accounting close process for a growing marketing agency business. The analyst will report to Co-CEO John Corcoran and work independently with at least 20 hours per week.

Requirements

• 5+ years Financial Planning and Analysis experience in a fast-paced entrepreneurial organization
• Experience in a marketing agency environment will make you a rockstar
• You are a true self-starter and relish working independently for the greater good of a people oriented organization
• You are nice – we spend a lot of time working and we like to work with nice people
• You are quick with communication via email and Slack
• You speak English flawlessly (even if you are not a native English speaker)
• You are detail oriented and meticulous about checking your work for factual and mathematical errors
• You are very organized and can use documents in Google Drive
• You have access to reliable Internet services at all times

Responsibilities

• Develop annual budget processes and recommend annual financial budgets for the company
• Develop various recurring monthly, quarterly, and annual financial review and forecasting processes
• Prepare forecasts and analysis trends in sales, finance, general business conditions, and other related areas as required
• Perform both quantitative and qualitative analysis of all operational aspects of the company to evaluate the company’s progress toward achieving its goals
• Identify favorable and unfavorable revenue and spending trends and work with existing staff to provide analytic and detailed transactional results and recommendations for improved performance and efficiency
• Perform financial statement review to review the actual expense versus budget and issue monthly variance statements along with explanations of significant variances and recommendations to mitigate negative variances
• Develop a limited, impactful set of Key Performance Indicators, as well as various supporting transformational financial and operational metrics
• Work directly with the Controller to review the monthly accounting close process and analyze results using trend analysis to maximize the accuracy of the process
• Provide return on investment (ROI) analysis for client projects

Benefits

• Monthly Book and Masterclass Club meetings
• Monthly video team meetings
• New team member mentoring sessions