Happy Money

Senior Financial Analyst

Happy Money

full-time

Posted on:

Location Type: Remote

Location: Remote • 🇺🇸 United States

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Salary

💰 $90,000 - $105,000 per year

Job Level

Senior

About the role

  • Lead financial reporting to provide key stakeholders with visibility into company performance and expense management.
  • Own forecasting and budgeting processes, working closely with department leads to ensure accurate financial projections.
  • Analyze monthly and quarterly financial performance, identifying key trends, variances, and business drivers.
  • Create dynamic financial models to support business planning and scenario analysis.
  • Partner with business leaders to track key performance indicators (KPIs), providing data-driven recommendations.
  • Support corporate financial deliverables, including business reviews and board presentations.
  • Assist in month-end and quarter-end financial close processes, collaborating with Accounting to analyze financial results.
  • Maintain a system for tracking vendor renewals, and work cross functionally to identify cost saving opportunities as they arise.

Requirements

  • Bachelor’s degree in finance, business, economics or similar discipline preferred
  • 2 - 4 years of experience in finance, FP&A, business strategy, or strategic planning
  • Ability to analyze large data sets and translate insights into actionable recommendations
  • Advanced skill developing and maintaining 3-statement models and dynamic cost models
  • Strong proficiency in Microsoft Excel or Google Sheets
  • Proven track record of leading financial reporting and forecasting
  • Ability to convey drivers of business performance and next steps in written and verbal communications
  • Highly organized and detail-oriented, capable of managing multiple priorities in a fast-paced environment
Benefits
  • Generous medical, dental, and vision insurance options
  • Eligible for Annual Bonus
  • 401k Plan with a matching contribution
  • Flexible PTO
  • Monthly Health and Wellness Days
  • 12 Weeks Paid Parental Leave
  • Company-paid short & long term disability and life insurance
  • Monthly tech stipend to help cover expenses for remote work

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
financial reportingforecastingbudgetingfinancial analysisfinancial modeling3-statement modelscost modelsdata analysisKPI trackingvariance analysis
Soft skills
communicationorganizational skillsdetail-orientedtime managementcollaborationanalytical thinkingproblem-solvingleadershipadaptabilityrecommendation development
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