Financial Analyst

We help growing companies get the financial clarity they need by pairing experienced CFOs with skilled analysts. Our mission is simple : give business owners the insights they need to make confident decisions - without drowning them in spreadsheets or confusing reports.

What makes us different is our CFO + Analyst model.

The CFOs focus on strategy and client-facing work, while our Analysts go deep into the numbers, building models and uncovering trends. It’s a partnership that creates real value for clients and helps us scale sustainably.

We believe in servant leadership, collaboration, and using AI to make our work smarter and faster.

About the role

We’re looking for a Financial Analyst.

We need someone precise, detail-oriented, and highly organized - an independent thinker who loves diving into financial data and turning it into clear insights. You’ll play a key role in supporting our CFOs, helping clients make better decisions and ensuring we deliver high-quality service every time.

In this role, you will :

• Prepare and maintain financial data, models, and reports (e.g., 13-week cash flow)
• Support forecasting, budgeting, and ad hoc FP&A analysis
• Conduct variance analysis, KPIs, and identify financial trends
• Collaborate asynchronously with CFO partners, documenting workflows and findings
• Identify opportunities for process improvements and AI automation
• Ensure accuracy, compliance, and risk awareness in financial reporting

The ideal candidate is steady, reliable, and thrives in focused, independent work. You’re humble and collaborative, with strong analytical skills and a proactive mindset. You can handle multiple client needs without losing accuracy, and you’re always curious to learn and improve.

Working Hours : This is a full-time role (40 hours / week) with required overlap from 6am - 2pm EST to align with our US-based CFOs.

About you

To excel in this role, you need :

What’s in it for you?

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