Rise25 · 12 hours ago

Financial Planning Analyst (Remote)

Chicago, IL

Part-time

Remote

Mid, Senior Level

5+ years exp

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AdviceBusiness Development

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Responsibilities

With support from our fractional CFO, develop annual budget processes and apply those processes to develop and recommend annual financial budgets for the company

Similarly develop various recurring monthly, quarterly and annual financial review and forecasting processes including various levels of reporting and tracking and use those processes to develop reporting procedures which permit appropriate communication of company goals and performance results both to executive management and within the company departmental and employee base. Assist in leading those communications throughout the business

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 and to map out and/or adjust future goals and plans

Identify favorable and unfavorable revenue and spending trends and work with our existing staff Controller, bookkeeper and fractional CFO 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 various supporting transformational financial and operational metrics to better understand the business’s operating dynamics and develop supporting financial models and decision-support tools to mechanize appropriate decision processes

Work directly with our 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

Other duties as assigned by the management

Qualification

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Financial PlanningBudget DevelopmentForecastingTrend AnalysisKey Performance IndicatorsMarketing Agency ExperienceCommunication via EmailCommunication via SlackFluent EnglishGoogle Drive

Required

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 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.

Benefits

Monthly Book and Masterclass Club meetings - One of our core values is to Keep Learning, so we pay for our entire team to join our Book and Masterclass Club, where we have monthly meetings to discuss one book or masterclass we have all read or watched together.

Monthly video team meetings - We meet as a team once a month to celebrate each member’s personal and professional successes and participate in team-building activities.

New team member mentoring sessions - Experienced team members meet one-on-one or in small groups with new team members to help them get onboarded, answer questions, and welcome them to the team.