Finance Analyst

Overview

A remote web design and development agency headquartered in the United States is seeking a full-time Finance and Operations Analyst to support financial visibility, forecasting discipline, and decision support during a period of rapid growth. This role involves working directly with ownership and a fractional CFO to maintain accurate financial models, clean reporting, and keep leadership informed for controlled and confident scaling.

Responsibilities

Financial Modeling and Forecasting

• Maintain and update all financial models using Google Sheets
• Build and improve forecasts for revenue, margin, cash flow, and EBITDA
• Update assumptions weekly or monthly based on sales and churn data
• Run scenario models and present impacts to leadership
• Track runway and financial safety thresholds across the business

Reporting and Variance Analysis

• Produce monthly actual vs forecast variance reports
• Analyze trends in revenue, cost, margin, and utilization
• Prepare dashboards showing performance against targets for leadership
• Identify early warnings when margins decline or costs increase
• Provide clear summaries explaining financial results and variances

Unit Economics and Profitability

• Calculate and maintain metrics such as CAC, LTV, payback period, and service line economics
• Analyze profitability for projects and retainers
• Detect margin erosion early and propose corrective actions
• Assist in defining pricing and hiring triggers based on data

Hiring and Capacity Planning

• Build and update headcount capacity models
• Identify hiring needs and financial impacts of timing
• Support workforce planning for project managers, developers, account executives, sales development representatives, and contractors

Financial Operations Support

• Integrate data from QuickBooks, Salesforce, and JustWorks
• Collaborate with the bookkeeper to ensure clean financial inputs
• Develop templates and systems to automate reporting over time
• Prepare materials for quarterly planning and leadership reviews

Success Metrics

• Real-time financial visibility
• Forecast accuracy within 5% to 10%
• Leadership receives weekly and monthly insights rather than raw data
• Data-driven hiring and spending decisions
• Improved profitability through early issue detection
• Development of a 3 to 5 year scaling plan toward $10 million in revenue

Required Skills and Experience

• Strong experience in financial modeling and forecasting
• Advanced proficiency with Google Sheets or Excel
• Experience analyzing profit and loss statements, cash flow, and margins
• Ability to create scenario models and clearly explain assumptions
• Experience with QuickBooks, Xero, or similar accounting software
• Strong communication skills with ability to summarize insights clearly
• Comfortable working with leadership in a fast-paced environment
• Previous experience in a services or agency business is a plus

Tools Used

• Google Sheets
• QuickBooks
• Salesforce Starter
• Looker Studio or similar business intelligence tools
• JustWorks

Location

Remote (United States headquartered)