Senior Financial Analyst - Capital Planning

Advisors, operations, compliance and technology teams total roughly 530 people.

Overview:

We are backfilling a position after an internal move. Northland Lending runs an annual budget with a rolling quarterly reforecast. You will own the model for two business units. Remote within the US. The team meets in San Antonio once a quarter, travel covered. Standard office hours, Monday to Friday, with flexibility around them. We use Slack, Notion and Google Meet. Cameras on for team calls.

Your responsibilities:

• Support board deck preparation with charts and commentary.
• Answer ad hoc questions from the CFO with quick-turn analysis.
• Model pricing changes, capital projects and new business cases.
• Update KPIs such as gross margin, CAC and revenue per employee.
• Build and maintain the annual budget and quarterly forecast models.
• Track headcount and payroll costs against plan.

Skills and experience:

• 7+ years of FP&A, corporate finance or public accounting experience.
• Familiar with an ERP such as NetSuite, SAP or Oracle.
• Clear written commentary for monthly reporting.

Why work with us:

The base pay range for this position is $51.50 - $64.00 per hour. Actual pay depends on experience, skills and location.

• Home office stipend.
• Flexible spending account.

Duration: 3 months. Start: Immediately.

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