Summary
The job is for a remote Financial Planning Analyst to create budgets, financial forecasts, and review the monthly accounting close process for a growing marketing agency business. The analyst will report to Co-CEO John Corcoran and work independently with at least 20 hours per week.
Requirements
- 5+ years Financial Planning and Analysis experience in a fast-paced entrepreneurial organization
- Experience in a marketing agency environment will make you a rockstar
- You are a true self-starter and relish working independently for the greater good of a people oriented organization
- You are nice – we spend a lot of time working and we like to work with nice people
- You are quick with communication via email and Slack
- You speak English flawlessly (even if you are not a native English speaker)
- You are detail oriented and meticulous about checking your work for factual and mathematical errors
- You are very organized and can use documents in Google Drive
- You have access to reliable Internet services at all times
Responsibilities
- Develop annual budget processes and recommend annual financial budgets for the company
- Develop various recurring monthly, quarterly, and annual financial review and forecasting processes
- Prepare forecasts and analysis trends in sales, finance, general business conditions, and other related areas as required
- Perform both quantitative and qualitative analysis of all operational aspects of the company to evaluate the company’s progress toward achieving its goals
- Identify favorable and unfavorable revenue and spending trends and work with existing staff to provide analytic and detailed transactional results and recommendations for improved performance and efficiency
- Perform financial statement review to review the actual expense versus budget and issue monthly variance statements along with explanations of significant variances and recommendations to mitigate negative variances
- Develop a limited, impactful set of Key Performance Indicators, as well as various supporting transformational financial and operational metrics
- Work directly with the Controller to review the monthly accounting close process and analyze results using trend analysis to maximize the accuracy of the process
- Provide return on investment (ROI) analysis for client projects
Benefits
- Monthly Book and Masterclass Club meetings
- Monthly video team meetings
- New team member mentoring sessions
