Financial Planning & Analysis, Analyst
Nen Creative
full-time
Posted on:
Location Type: Remote
Location: Remote • New York • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Build and maintain dashboards for revenue, costs, margins, cash flow, and utilization
- Analyze monthly performance and prepare summaries for leadership
- Track project budgets, profitability, and forecasted vs actual performance
- Identify trends, risks, or discrepancies in financial data and flag them proactively
- Support monthly, quarterly, and annual forecasting processes
- Maintain rolling projections for revenue, expenses, and staffing
- Model financial scenarios to support decision making
- Support invoicing, payment tracking, and revenue recognition
- Review and reconcile expenses from Ramp and QuickBooks
- Cross-check payments, reimbursements, and vendor invoices for accuracy
- Maintain accurate project and client data in Airtable and Asana
- Help refine internal tools, templates, and reporting models
- Identify manual workflows and propose automation (formulas, scripts, Zapier)
Requirements
- Strong English communication and attention to detail
- Proficiency in Google Sheets / Excel (pivot tables, lookups, modeling)
- Experience with QuickBooks, Ramp, Airtable, or Asana
- Solid accounting or finance foundation (coursework or experience)
- Analytical mindset — can turn data into insights and clear recommendations
- Reliable, proactive, and comfortable working independently
- Bonus Points: FP&A or operational finance experience
- Experience supporting a design, marketing, or creative agency
- Bookkeeping or accounting certification
- Experience automating workflows or building financial models
Benefits
- Flexible hours
- Remote work
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial modelingdata analysisbudget trackingforecastingrevenue recognitionautomationpivot tableslookupsbookkeepingaccounting
Soft skills
communicationattention to detailanalytical mindsetproactivereliableindependent work
Certifications
bookkeeping certification