Senior Financial Analyst

About the Role

We are a fractional CFO/COO firm supporting 5–10 growing startups and small businesses at any time, including companies in medtech, adtech, and multi-location retail/franchise concepts. Our clients are opening new locations, raising capital, testing new pricing and revenue models, and needing real financial insight to make decisions. Most teams have founders, operators, and accountants–but they lack the analyst layer that translates activity into clear financial visibility.

We're hiring a Senior Financial Analyst who loves financial modeling, turning data into insights, and using modern tools and automation to scale workflows. In this role, you'll work across several companies (typically 2–4) and help them understand their full financial stack–revenue drivers, cost structure, unit economics, cash runway, and variance to plan. You'll build and maintain financial models and develop automated workflows that connect models → actuals → insights → decisions. This is a hybrid role blending FP&A, systems thinking, and automation across a diverse portfolio of tech and retail businesses.

Key Responsibilities1. Build, Own, and Evolve Financial Models

• Build and maintain dynamic 3-statement models for a portfolio of medtech, adtech, and multi-location retail/franchise clients.
• Create models for new locations, pricing changes, sales funnels, hiring plans, and operational scale-up scenarios.
• Translate operational inputs into financial logic: volume → revenue → margins → cash.
• Maintain models as living tools–accurate, flexible, scenario-ready, and tied to reality.
• Use SQL (where helpful) to pull structured data directly into models or dashboards.

2. Revenue Strategy & RevOps Support

• Partner with founders/operators to analyze pricing, channel performance, sales motion efficiency, and customer/unit economics.
• Build simple revenue funnels and forecasting mechanics (pipeline → conversion → revenue).
• Evaluate revenue experiments and operational changes to show the financial impact.
• Help clients understand which levers drive revenue, margin, and growth — and what to adjust.

3. Capital Planning, Cash Strategy & Project Finance

• Build 13-week cash forecasts, long-term cash outlooks, and runway analyses.
• Assess expansion plans: new markets, new products, new locations–including build-out costs, time-to-breakeven, and required capital.
• Support capital raise preparation (metrics, scenarios, sensitivities, use-of-funds).
• Highlight cash constraints early and recommend tactical adjustments.

4. Variance Narratives & Performance Visibility

• Tie models to monthly actuals (from QuickBooks/Xero/Rillet) and ensure accuracy through reconciliation.
• Produce variance explanations that tell operators: what changed, why it changed, and what it means for next steps.
• Build lightweight dashboards or reporting templates that become the weekly/monthly "source of truth."
• Turn raw numbers into actionable recommendations, not just reports.

5. Automation, Tools & Workflow Modernization

• Reduce repetitive work through automations (LiveFlow, Zapier, Make, Power Query, Sheets AI, GPT, etc.).
• Build small workflows, templates, and scripts that scale across multiple clients.
• Implement simple data pipelines (SQL, API pulls, CSV transforms) to eliminate manual cleanup.
• Evaluate and test modern FP&A platforms (Cube, Pigment, Mosaic, Basis) to find leverage points in our workflow.
• Approach problems with a "there must be a faster way" mindset–and then build it.

QualificationsRequired

• 2–4 years in financial analyst roles, ideally at an operating company.
• Strong Excel/Google Sheets skills (SUMIFS, INDEX/MATCH, pivot tables, scenario logic).
• Ability to build a financial model without a template.
• Comfort working with multiple companies at once.
• Strong English communication–both written and verbal.
• Interest in automation, tools, and AI-driven workflows.
• Willing to work US hours

Nice-to-Have

• Experience with multi-location or SMB businesses.
• Experience with tools like QuickBooks Online, Xero, LiveFlow, or Cube.
• Exposure to scripting (Python, R, Apps Script)--not required, but a bonus.
• Experience preparing metrics or materials for investors.

What Success Looks Like (in 6 Months)

• You independently own models + monthly reporting for several clients.
• You automate 20–30% of manual data tasks across clients.
• Leadership gets insights faster, and founders feel more confident in decisions.
• Variance analysis becomes consistent, accurate, and actionable.
• Your dashboards and reports become the "source of truth" for clients.

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