The Financial Analyst will work closely with the CFO team at Prosper CFO to provide high-quality financial leadership to clients through reporting, dashboarding, and ad-hoc analysis. This role operates in a remote, collaborative setting, serving diverse clients across industries.
What You'll Do
- Conduct financial analysis, forecasting, and budgeting for multiple small to medium sized businesses
- Develop and maintain financial models and reports, and analyze financial data to identify trends and opportunities
- Collaborate with management teams to develop financial plans and strategies that align with business objectives
- Monitor and report on financial performance, highlighting any significant issues or trends
- Assist in the preparation of monthly, quarterly, and annual financial reports
- Provide ongoing support and guidance to management teams, including answering financial-related questions and providing financial analysis as needed
- Participate in ad-hoc projects as required
- Help our CFOs prepare for client calls by providing analysis and models to be reviewed
What We're Looking For
- Strong analytical skills, with the ability to analyze complex financial data and identify trends and opportunities
- Highly proficient in Excel (comfortable with data sets, using formulas)
- Basic or greater understanding of database and data structure
- Tech savvy
- Basic or greater understanding of accounting (cash vs. accrual, income vs. cash flow)
- Proficiency in financial modeling and forecasting techniques
- Excellent communication skills, both verbal and written
- 3+ years of experience in a Finance related role
Nice to Have
- BS/BA in Accounting or Finance is preferred
- Experience with QuickBooks Online is a bonus
Technical Stack
- Excel
- QuickBooks Online
- financial modeling tools
- data analysis tools
Team & Environment
Join an expanding team within a collaborative CFO team supporting multiple clients, reporting to the CFO team.
Benefits & Compensation
- Remote work environment
- High amount of autonomy
- Work-life balance emphasis
- Opportunity to grow and interact with diverse clients
- Being an important part of the team
- No wasted time commuting
Work Mode
Fully remote work with a global team presence.
