Strategic Finance and FP&A Associate

Overview

Full-time position with a remote work setup. Applicants residing in Pacific or Mountain time zones are preferred.

This role involves partnering with startups, SMBs, and middle-market firms to deliver monthly, quarterly, and annual financial models and reporting packages. You will also support cash flow analysis and other strategic finance initiatives, spending much of your time working in Excel and analyzing financial data and trends to develop insights and narratives for the periods under review.

You will gain exposure to a wide range of clients and industries while being mentored by prior CFOs.

Responsibilities

• Assist in producing key client reporting packages for monthly, quarterly, and annual management needs in accordance with deadlines and/or statutory requirements.
• Support ongoing cash flow and cash management responsibilities.
• Collaborate with cross-functional teams (internal and client-side) to drive strategic projects and process improvements.
• Assist with top-down and bottom-up forecasting and develop growth plans for specified timeframes.
• Establish and track KPIs; analyze and report insights to executives and other company leaders/investors to drive accountability.
• Develop client materials supporting key financial initiatives, including Series A, Series B, Pre-IPO, etc.
• Perform other duties as assigned.

Requirements

• Bachelor’s degree in finance or accounting.
• 3+ years of related financial experience (public and/or PE company experience is a plus).
• Experience with P&L management, budgeting, forecasting, and analysis.
• Superior Excel skills, including the ability to build complex spreadsheets for financial modeling.
• Exceptional interpersonal, oral, and written communication skills, with the ability to present complex issues clearly and concisely.
• Ability to interpret qualitative and quantitative analysis and develop insights and recommendations.
• Ability to work collaboratively to execute on business goals across functions.
• Ability to handle multiple client engagements simultaneously.
• Mature presence, empathy, intellectual curiosity, and ability to learn quickly.
• Strong problem-solving and project management skills.
• Ability to maintain quality of execution under aggressive deadlines, changing priorities, and evolving operations.
• Comfort working remotely, including the ability to work autonomously and collaborate virtually.

Compensation & Benefits

• Competitive compensation plus semi-annual performance bonuses.
• 401(k) with a 3% employer contribution after one year.
• Comprehensive medical, dental, and vision coverage.
• Unlimited vacation time and paid sick leave.
• Team offsites.

Location

Remote. Applicants residing in Pacific or Mountain time zones are preferred.