Overview
This role supports venture-backed technology startups through outsourced finance and strategic advisory services. Work includes financial modeling, forecasting, reporting, analytical projects, and decision-support for leaders across the client portfolio.
Responsibilities
- Take defined modeling and analytical assignments from senior team members and deliver accurate, review-ready work with limited supervision.
- Work within established modeling templates, conventions, specifications, and quality-control processes.
- Support concentrated modeling sprints and manage assignments independently against agreed deadlines.
- Communicate questions, assumptions, risks, and timing issues promptly, and document work so it can be reviewed efficiently by senior team members.
- Use AI tools to accelerate model review, identify formula errors and inconsistencies, and improve the accuracy and efficiency of analytical work.
- Help develop and refine repeatable AI-enabled workflows while applying appropriate judgment, quality controls, and data-security practices.
Core Strategic Finance & FP&A
- Build and maintain integrated financial models, including income statement, balance sheet, cash flow, headcount, revenue, and operating schedules.
- Support annual budgets, rolling forecasts, long-range plans, and scenario analyses; update models for actual results.
- Analyze budget-to-actual results, operating KPIs, liquidity, and runway, and identify primary drivers of performance.
- Prepare monthly, quarterly, and annual financial reporting packages for management and Board use.
- Organize and transform financial and operational data into clear schedules, charts, and decision-support materials.
- Perform ad hoc analyses including unit economics, valuation, dilution scenarios, cost of capital, LTV/CAC, market sizing, and sales force effectiveness.
Requirements
- 6+ years of finance experience, preferably including FP&A, investment banking, private equity, or strategic finance.
- Experience supporting venture-backed technology companies strongly preferred.
- Bachelor’s degree in Finance or Accounting required; MBA preferred.
- Deep experience building and maintaining complex financial models in Google Sheets and Excel.
- Strong proficiency in visualizing quantitative and financial information using Google Slides.
- Excellent communication skills, including the ability to lead meetings, collaborate across teams, and manage client expectations.
- Demonstrated experience in operational FP&A or strategic finance roles.
- Passion for advanced technologies, entrepreneurship, and startup ecosystems.
Compensation & Benefits
- Independent contractor role (no benefits); responsible for own tax obligations.
Location
- Fully remote work with flexible hours.
- Requires availability during standard Pacific Time business hours.