Financial Analyst I - Operations

Position summary:

MR Wealth Management runs an annual budget with a rolling quarterly reforecast. You will own the model for two business units. This role is fully remote within the US. Flexible hours with a daily team call in the morning.

Your responsibilities:

• Reconcile forecast data with accounting after close
• Support board deck preparation with charts and commentary
• Build and maintain the annual budget and quarterly forecast models
• Answer ad hoc questions from the CFO with quick-turn analysis
• Model pricing changes, capital projects and new business cases
• Develop dashboards in Power BI or Tableau for leadership
• Track headcount and payroll costs against plan
• Update KPIs such as gross margin, CAC and revenue per employee

You'll need:

• 0-2 years of FP&A, corporate finance or public accounting experience
• Advanced Excel: INDEX/MATCH, XLOOKUP, SUMIFS, pivot tables and linked three-statement models
• Familiar with an ERP such as NetSuite, SAP or Oracle
• Working knowledge of accounting and how the three statements connect

Preferred:

• SaaS metrics experience (ARR, churn, LTV)

Perks and benefits:

Pay: $60,000 - $78,000 annually

• Medical, dental and vision insurance
• 401(k) with 4% match
• Paid time off
• Referral program
• Employee discount
• Short- and long-term disability
• Cell phone reimbursement

Who we are:

Since 1957, the firm has administered 401(k) and profit-sharing plans for employers in Kentucky. Most of the day-to-day work involves portfolio rebalancing, tax-loss harvesting and quarterly reviews. Still family owned, 69 years on.

We are an equal opportunity employer. If you need an accommodation during the application process, let us know.

Start dates are flexible, usually within a few weeks of an offer.

We review applications on a rolling basis.

Start: Immediately.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at MR Wealth Management.