Overview
This role is for a Financial Analyst with experience in FP&A, investment banking, consulting, or personal finance advisory. The position is fully remote and offers flexible contract or full-time opportunities. Compensation ranges from $45 to $110 per hour depending on experience and certifications.
Responsibilities
- Build and maintain budgets, forecasts, and perform variance analysis.
- Design financial models for scenario planning, fundraising, or mergers and acquisitions.
- Provide advisory services on retirement, investment, estate, or tax planning.
- Collaborate with executives to translate financial data into actionable business decisions.
- Present financial findings through dashboards, presentations, and client reviews.
- Define and monitor key financial metrics and KPIs.
Requirements
- Minimum 2 years of experience in FP&A, investment banking, consulting, or personal finance advisory.
- Expert-level proficiency in Excel or Google Sheets for financial modeling.
- Strong understanding of financial statements, key metrics, and forecasting techniques.
- Ability to communicate complex financial information clearly to non-finance stakeholders.
- Excellent analytical and problem-solving skills.
- Self-motivated and able to work independently in a remote setting.
Preferred Qualifications
- Professional certifications such as CFA, CFP, MBA, or CPA.
- Experience with SaaS financial metrics including ARR, CAC, LTV, and NRR.
- Familiarity with business intelligence tools like Looker, Tableau, or Power BI, and SQL.
- Knowledge of product analytics platforms such as Mixpanel or Amplitude.
- Credentials in fiduciary, tax, or estate planning.
Compensation & Benefits
- Competitive hourly pay based on role and certification level.
- Remote and flexible work arrangements.
- Opportunities to work on diverse projects involving startups, high-net-worth individuals, and enterprise finance.
- Access to learning and development in both corporate and personal finance domains.
Location
Equal Opportunity
Hiring decisions are based solely on skills and qualifications. All qualified candidates are encouraged to apply regardless of background or prior employment history.