Forecastr · 3 hours ago
Financial Analyst - Support Analyst
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Responsibilities
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
We encourage all our analysts to go above and beyond for their customers when possible. Helping with projects outside of the financial model when possible
While not a part of your primary role, everyone at an early-stage startup can and must wear multiple hats. 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.
Qualification
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Required
Must have experience using Excel/Google Sheets
Must have experience building financial models for startup companies
Must be able to communicate clearly & effectively
Must be able to work well with people, and enjoy serving customers
Must have a minimum of 1 year of well-articulated, relevant work experience in financial modeling
Preferred
Bachelor's degree in Finance / Economics / Adjacent studies preferred or the work experience equivalent of this degree
Company
Forecastr
Forecastr is an online software that enables founders to forecast their revenue, predict runway, understand their numbers, and get funded.