Forecastr

Support Financial Analyst

Forecastr

full-time

Posted on:

Location: 🇺🇸 United States

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Job Level

Mid-LevelSenior

About the role

  • 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

Requirements

  • How many years of professional experience do you have in finance? * -- No answer -- 0 1-2 2-5 5+
  • How many years of professional experience do you have in accounting? * -- No answer -- 0 1-2 2-5 5+
  • How many years of professional experience do you have building financial models? * -- No answer -- 0 1-2 2-5 5+
  • Are you currently based in the U.S.? * -- No answer -- No Yes
  • Have you currently completed a minimum of a bachelor's degree? * -- No answer -- No Yes
  • Are you willing to take a model building exam where you are asked to build a full financial model from scratch in excel or google sheets, including assumptions and financial statements, and present it to a panel of managers? * -- No answer -- No Yes
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