Lead Financial Analyst

Advisors, operations, compliance and technology teams total roughly 840 people. Since 1994, the firm has grown through acquisitions of independent advisory practices.

Job summary

The role is new and comes from growth in our client base. We want an analyst who can explain why the numbers moved, in plain language, to people who do not work in finance. Remote, open to candidates across the US. We talk mostly in Slack and hop on quick calls when something needs discussing.

What you'll be doing

• Improve forecasting processes and cut manual steps out of the model.
• Present monthly results to operating leaders and explain key drivers.
• Build and maintain the annual budget and quarterly forecast models.
• Update KPIs such as gross margin, CAC and revenue per employee.

Required qualifications

• 8-10 years of FP&A, corporate finance or public accounting experience.
• Familiar with an ERP such as NetSuite, SAP or Oracle.
• Strong attention to detail in large models.
• Clear written commentary for monthly reporting.

Compensation and benefits

Rate: $134,000 to $155,000 annually

• Health savings account (HSA) with employer contribution.
• 401(k) with company match.
• 11 paid holidays.
• Gym membership reimbursement.
• Tuition reimbursement.
• Flexible schedule.

Applicants must be authorized to work in the U.S.

No agencies or third-party recruiters, please.

Start: Immediately.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at Green Valley Investment Partners.