We are a fractional CFO/COO firm supporting growing startups and small businesses. We are hiring a Senior Financial Analyst who loves financial modeling, turning data into insights, and using modern tools and automation to scale workflows.
Requirements
- Build and maintain dynamic 3-statement models for a portfolio of medtech, adtech, and multi-location retail/franchise clients.
- Create models for new locations, pricing changes, sales funnels, hiring plans, and operational scale-up scenarios.
- Translate operational inputs into financial logic: volume → revenue → margins → cash.
- Maintain models as living tools–accurate, flexible, scenario-ready, and tied to reality.
- Use SQL (where helpful) to pull structured data directly into models or dashboards.
- Partner with founders/operators to analyze pricing, channel performance, sales motion efficiency, and customer/unit economics.
- Build simple revenue funnels and forecasting mechanics (pipeline → conversion → revenue).
- Evaluate revenue experiments and operational changes to show the financial impact.
- Help clients understand which levers drive revenue, margin, and growth — and what to adjust.
- Build 13-week cash forecasts, long-term cash outlooks, and runway analyses.
- Assess expansion plans: new markets, new products, new locations–including build-out costs, time-to-breakeven, and required capital.
- Support capital raise preparation (metrics, scenarios, sensitivities, use-of-funds).
- Highlight cash constraints early and recommend tactical adjustments.
- Tie models to monthly actuals (from QuickBooks/Xero/Rillet) and ensure accuracy through reconciliation.
- Produce variance explanations that tell operators: what changed, why it changed, and what it means for next steps.
- Build lightweight dashboards or reporting templates that become the weekly/monthly “source of truth.”
- Turn raw numbers into actionable recommendations, not just reports.
- Reduce repetitive work through automations (LiveFlow, Zapier, Make, Power Query, Sheets AI, GPT, etc.).
- Build small workflows, templates, and scripts that scale across multiple clients.
- Implement simple data pipelines (SQL, API pulls, CSV transforms) to eliminate manual cleanup.
- Evaluate and test modern FP&A platforms (Cube, Pigment, Mosaic, Basis) to find leverage points in our workflow.
Benefits
- Generous Paid Time Off
- 401k Matching
- Retirement Plan
- Visa Sponsorship
- Four Day Work Week
- Generous Parental Leave
- Tuition Reimbursement
- Relocation Assistance
