Senior Financial Analyst

Summary

Join Eightx, a leading provider of Fractional CFO services for fast-growing eCommerce Brands and Agencies, as an Elite Financial Modeller and Analyst. Assist clients worldwide with financial modeling, budgeting, cash flow forecasting, scenario planning, variance analysis, and market research. Work in a dynamic environment using various tech/software platforms.

Requirements

• You are a Microsoft Excel expert
• You are incredibly fast at building, updating and troubleshooting financial models
• You understand North American accounting principles
• You are self motivated
• You can use judgement and creativity to solve problems
• You take ownership of your work and mistakes
• You are comfortable not knowing everything. You can use your professional skills to make inferences to move projects along
• You have a Bachelors Degree
• You have a professional designation or Masters Degree (CPA, CA, MFin, MSc)
• You have 5+ years experience as a financial analyst

Responsibilities

• Assist a portfolio of clients around the world with financial modeling, budgeting, cash flow forecasting, scenario planning, variance analysis
• Help with market research and trend analysis to give our clients ideas on how to improve their operations, financial structure and operating results
• Build 3-statement financial models from the ground up, then run and adjust them every month according to client’s actual results
• Work in a wide range of tech/software platforms including Shopify, Quickbooks Online, Xero, Google Sheets, Google Docs, Glew.io, Amazon Seller/Vendor, Rippling, Gusto and more
• Perform market research to make the models even more realistic
• Collect data on scenarios to analyze in the model
• Every month (minimum) adjust the models and communicate potential issues to clients, CFOs, etc
• Monthly financial reporting package with analysis and commentary
• Creating and updating KPI dashboards
• Creating and updating 3-statement financial forecasts
• Cash flow monitoring and forecasting
• Updating Board and Investor reporting decks

Benefits

• Full-time, competitive salary
• Flexible working hours
• Remote work (work from wherever you want. Last year, a team member worked from Boracay for two weeks)
• 20 days of PTO and all National Holidays
• Company-wide shut off during the week between Christmas and New Year's