Financial Analyst

Overview

This role is for a Financial Analyst, Category Management within the organization’s strategic finance team. The position reports to the Sr. Finance Manager, Category Management and is remote-based.

Responsibilities

• Build, maintain, and fully own revenue and contribution margin forecasts for multiple business lines
• Serve as a trusted advisor to category directors on cross-functional teams; develop and present current financial analysis and insights
• Own customer lifetime value (CLV) models and act as a subject matter expert on unit economics for assigned business lines
• Construct and manage frameworks to evaluate the size, impact, and prioritization of competing initiatives
• Regularly build Excel/gsheet models from scratch to solve business problems and answer complex questions
• Partner with cross-functional teams to set, manage, and optimize pricing across business lines
• Define KPIs, develop scorecards, and build and automate reporting
• Perform ad-hoc projects, financial analyses, and executive presentations for senior leadership and the Board of Directors
• Participate in the preparation and review of annual, quarterly, and monthly budgets
• Leverage AI tools to build more efficient, insightful, and sustainable processes

Requirements

• B.S. in Finance or Accounting, or equivalent experience
• 2+ years of experience in analytical financial roles such as strategic finance, investment banking, and/or consulting
• Ability to manipulate large datasets (prior SQL or Looker experience is a plus)
• Strategic thinker with strong intellectual curiosity
• Highly organized and detail-oriented, with the ability to multitask
• Ambitious self-starter who thrives in a changing environment

Preferred Qualifications

• CFA or CPA
• Experience in technology/consumer investment banking group or at a high growth start-up/company preferred but not required
• Experience with online subscription businesses, acquisition marketing metrics, and lifetime value concepts is a plus

Compensation & Benefits

• Competitive salary and equity compensation for full-time roles
• Unlimited PTO, company holidays, and quarterly mental health days
• Comprehensive health benefits including medical, dental, and vision, plus parental leave
• Employee Stock Purchase Program (ESPP)
• 401k benefits with employer matching contribution
• Offsite team retreats

Location

Remote-based