Senior Financial Analyst - Revenue, Remote

Torres Wealth Partners runs an annual budget with a rolling quarterly reforecast. You will own the model for two business units. Remote position. Most of the team is in Chicago, but nobody is required to come in. Weekday working hours, with room to shift your day when needed. We use Slack, Notion and Google Meet. Cameras on for team calls.

Job duties:

• Partner with department heads to understand spending and headcount plans
• Support board deck preparation with charts and commentary
• Track headcount and payroll costs against plan
• Prepare monthly variance analysis against budget and prior year

Required qualifications:

• 6+ 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

Compensation and benefits:

Salary range: $58.50 - $66.00 per hour

• Referral program

A bit about us:

The lending team focuses on SBA loans, working capital lines and commercial real estate. Most of the day-to-day work involves portfolio rebalancing, tax-loss harvesting and quarterly reviews. The office closes early the day before major holidays.

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

Duration: 6 months. Start: Flexible.

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