Forecastr

Financial Planning and Analysis

• A champion of our brand values with a skillset that focuses heavily on ongoing financial model management, financial reporting, and customer relations.
• Independently manage the financial model for a portfolio of companies and support their financial management, planning, and strategy
• Prepare, review, analyze and distribute monthly and quarterly financial reports for companies
• Lead and organize monthly and quarterly financial review and forecasting calls with each company
• Collaborate regularly with the greater finance & accounting teams of each company to ensure consistency across all systems
• Work as our customers' financial leader to improve financial systems and guide financial strategy
• Maintain Forecastr's internal systems for customers management such as HubSpot and Asana
• Serve our customers as best as you can, engaging through live chats, email, video calls, to help with financial models, or other startup related help
• Helping with projects outside of the financial model when possible
• There will be ample opportunity for you to involve yourself in other areas of the company such as: sales, product testing, operations, content marketing, etc

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