Lead Financial Analyst

Founded in 1988 by an advisor who left a large brokerage to go independent. Everyone here is salaried. Nobody is paid on product sales. Most staff have been with the firm for more than eight years.

Job summary

Ironwoodhaven Lending runs an annual budget with a rolling quarterly reforecast. You will own the model for two business units. Fully remote. You can work from anywhere in the US. Strong written English is important, since much of our work is async.

Key responsibilities

• Prepare monthly variance analysis against budget and prior year
• Answer ad hoc questions from the CFO with quick-turn analysis
• Partner with department heads to understand spending and headcount plans
• Support board deck preparation with charts and commentary
• Reconcile forecast data with accounting after close
• Present monthly results to operating leaders and explain key drivers
• Update KPIs such as gross margin, CAC and revenue per employee

About you

• 8-10 years of FP&A, corporate finance or public accounting experience
• Bachelor's degree in finance, accounting or economics
• Strong attention to detail in large models
• Comfortable presenting to non-finance managers
• Familiar with an ERP such as NetSuite, SAP or Oracle

Also helpful

• Power BI or Tableau

Perks and benefits

Salary: $128,000 to $152,000 a year

• Health, dental and vision coverage starting on day one
• 401(k) with 4% match
• Paid holidays
• Flexible schedule
• Referral program
• $1,000 home office setup budget

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

Interview process: a phone call, a meeting with the hiring manager, and a final conversation with the team.

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

Start: Immediately.

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