Financial Analyst, Operations

Our advisors handle retirement planning, investment management and estate coordination for about 900 households. High Point Lending is hiring a Financial Analyst, Operations to work remotely from the US. Good fit for someone with a few years in FP&A or public accounting who wants to see more of how the business runs. Remote, open to candidates across the US. We do not have many meetings. Most updates happen in writing.

The job includes: update KPIs such as gross margin, CAC and revenue per employee; partner with department heads to understand spending and headcount plans; support board deck preparation with charts and commentary; answer ad hoc questions from the CFO with quick-turn analysis.

Who you are

• 2+ years of FP&A, corporate finance or public accounting experience
• Advanced Excel: INDEX/MATCH, XLOOKUP, SUMIFS, pivot tables and linked three-statement models
• Bachelor's degree in finance, accounting or economics
• Strong attention to detail in large models

Pay: $87,000 - $102,000 a year

We offer health, dental and vision coverage starting on day one, 401(k) with a 100% match up to 5%, paid sick leave, referral program, 401(k) with company match, vision insurance and employee discount.

Start: Immediately.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at High Point Lending.