Strategic Finance Analyst

Quick Facts

• Own consolidated financial modeling and planning
• Maintain integrated three-statement forecasts (income statement, balance sheet, cash flow)
• Drive monthly expense planning and board/investor reporting

Description

Work directly with the Finance team to understand company growth, its costs, and what to plan next. You’ll own day-to-day consolidated financial modeling, explain variances between actual results and plans, and partner with team leads on hiring and spending decisions. You’ll also support revenue modeling and fundraising analysis when needed.

Responsibilities

• Maintain and update an integrated three-statement forecast (income statement, balance sheet, cash flow)
• Own quarterly board pack and support investor reporting; report costs vs plan and explain changes
• Track hiring and vendor spending with team leads; update monthly forecasts and communicate changes
• Set up monthly planning reviews so team leads can see spending outlook and discuss changes
• Support revenue modeling (inputs, calculations, assumptions, performance vs plan) and run weekly revenue updates when needed

Requirements

• Build and debug an integrated three-statement model in Excel or Google Sheets
• Make assumptions explicit, add checks, and test scenarios
• Turn unclear business questions into a model; separate facts from assumptions and explain input drivers
• Reconcile model outputs to source data and investigate discrepancies
• Explain why results differ from plan; gather useful inputs from team leads and follow up on missing information
• Constructively challenge assumptions and ask thoughtful questions
• Use tools (including AI-assisted tooling) to build/check models, write SQL, and automate reporting; provide examples
• Work in a small team where processes are still being built