Our client is a financial consulting firm that focuses on helping social entrepreneurs grow their businesses. They are a values-driven company striving to make the world a better place through the organizations they support. They are seeking a Strategic Financial Analyst with expertise in financial modeling to join their team and help empower their clients to achieve sustainable growth. This role combines technical financial modeling skills with strategic thinking, working directly with clients and internal teams to deliver actionable insights and recommendations.
The ideal candidate is a skilled and detail-oriented finance professional with a strong ability to interpret complex data, develop robust models, and communicate insights effectively to various stakeholders. This is a dynamic and collaborative role with opportunities to drive impactful decisions and grow within the firm.
Location:
Fully Remote (Work from Home), 9AM - 6PM EST
Key Responsibilities:
Develop and maintain detailed financial models to analyze business performance, evaluate investment opportunities, and support strategic planning initiatives.
Conduct comprehensive financial analysis, including variance analysis, trend analysis, and scenario modeling, to identify key drivers of financial performance and provide recommendations for improvement.
Prepare financial reports and presentations for senior management, investors, and other stakeholders, summarizing key findings, insights, and recommendations.
Collaborate with cross-functional teams to gather relevant data, validate assumptions, and ensure the accuracy and integrity of financial models and analyses.
Assist in budgeting, forecasting, and long-range planning processes by providing financial modeling expertise, insights, and recommendations.
Perform ad-hoc financial analysis and special projects as needed to support business objectives and initiatives.
Requirements:
Bachelor's degree in Finance, Accounting, Economics, or a related field.
3-5 years experience as a Financial Analyst with a focus on financial modeling, preferably in a corporate finance, investment banking, or consulting environment.
Advanced proficiency in Microsoft Excel, financial modeling software (e.g., Excel, Tableau, or Power BI), and other analytical tools.
Strong analytical skills with the ability to interpret complex financial data, identify trends, and generate actionable insights.
Excellent communication and presentation skills, with the ability to effectively communicate complex financial concepts to non-financial stakeholders.
Detail-oriented with a high level of accuracy and attention to detail.
Ability to work independently and collaboratively in a fast-paced, dynamic environment, managing multiple priorities and meeting tight deadlines.
Strong business acumen and strategic thinking skills, with a passion for driving continuous improvement and delivering results.
Experience in the SaaS industry.
What Success Looks Like:
Accurate and Comprehensive Financial Models: Develop robust financial models that support strategic decision-making for clients, ensuring assumptions are validated and outcomes are actionable.
Insightful Analysis: Deliver in-depth variance and trend analyses that highlight key drivers of financial performance and provide clear recommendations for improvement.
Effective Stakeholder Communication: Present complex financial insights to clients and internal teams in a clear and impactful manner, fostering trust and driving actionable outcomes.
Collaborative Client Engagement: Actively engage with clients to understand their needs, validate data, and provide tailored financial insights that add value to their business.
Efficient Budgeting and Forecasting Support: Contribute to accurate and timely budgeting and forecasting processes, enabling clients to plan and allocate resources effectively.
High-Quality Deliverables: Consistently produce detailed and professional financial reports and presentations that exceed client expectations.
Adaptability and Proactivity: Demonstrate flexibility and problem-solving capabilities in managing ad-hoc projects and meeting tight deadlines.
Drive Continuous Improvement: Identify and implement opportunities to improve financial processes, tools, and client outcomes, reflecting the firm’s commitment to excellence.
SaaS Industry Expertise: Leverage knowledge of the SaaS industry (or other relevant sectors) to provide deeper insights and industry-specific recommendations.
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