Senior Financial Analyst

Summary

Join FreeWill, an award-winning social-good startup, as a Senior Financial Analyst and play a critical role in shaping the company's financial strategy. You will provide insights that drive decision-making, contribute to company-wide planning and forecasting, and collaborate with cross-functional teams. This role offers an opportunity to develop financial management skills in a dynamic, fast-paced environment while contributing to process improvement and system enhancement initiatives. The position offers a base salary of $30,000 USD. FreeWill is committed to building an inclusive and diverse workplace and encourages applications from all qualified individuals, regardless of whether they meet every single qualification.

Requirements

• Background in: Finance, Accounting, Economics, or a related field
• Experience: Minimum of 5 years of experience in financial planning and analysis, corporate finance, or a related area
• Technical Skills: Proficiency in financial modeling, budgeting, and forecasting
• Advanced knowledge of Microsoft Excel and experience with financial software and ERP systems like QuickBooks
• Analytical Skills: Strong analytical and problem-solving abilities, with a keen attention to detail
• Interpersonal Skills: Highly independent and self-motivated with a strong sense of ownership and accountability
• Language Proficiency: Written and verbal fluency in English is required

Responsibilities

• Assist with budgeting processes, ensuring alignment with organizational goals and objectives in collaboration with department heads
• Collaborate with cross-functional teams to develop accurate forecasts and monitor performance against budgets
• Conduct scenario and sensitivity analyses to assess the impact of potential business decisions
• Develop and maintain complex financial models to support strategic initiatives and business planning
• Prepare comprehensive monthly, quarterly, and annual financial reports for senior management and stakeholders
• Analyze financial results to identify trends, variances, and opportunities for improvement
• Present financial insights and recommendations to executive leadership to inform strategic decision-making
• Collaborate with cross-functional teams to provide financial guidance on initiatives, product launches, and market expansions
• Participate in the development of pricing strategies and assess their financial implications
• Identify opportunities to streamline FP&A processes and implement best practices
• Enhance financial systems and tools to improve data accuracy and reporting efficiency
• Ensure compliance with accounting principles and internal financial policies

Preferred Qualifications

• Relevant certification (e.g., CFA, CPA) is a plus
• Having accounting experience is a plus...e.g., CFA, CPA)
• Having SaaS and start-up experience is preferred