Remote Finance and Operations Manager

Summary

Join our dynamic, mission-driven startup as the Finance and Operations Manager to drive key finance and operations initiatives, leveraging your investment banking experience to support strategic decision-making.

Requirements

• Bachelor’s degree in finance, business, or a related field
• 1-2 years of investment banking experience
• Strong proficiency in Excel, including financial modeling and data analysis
• Strong analytical skills and an eye for detail
• Excellent verbal and written communication skills
• Ability to adapt to new challenges in a fast-paced, mission-focused environment
• A proactive, solutions-oriented mindset and a passion for mission-driven work

Responsibilities

• Oversee weekly metrics reporting, providing data-driven insights to support company goals
• Maintain and update the revenue projections model, offering scenario analyses to guide leadership decisions
• Assist in optimizing operational workflows across departments, including finance, client operations, and technology
• Coordinate cross-functional projects to ensure alignment with financial and operational objectives
• Develop and maintain reports and dashboards to monitor KPIs, ensuring our team can make informed, data-driven decisions
• Conduct ad-hoc financial analyses and support operational initiatives as they arise