Financial Analyst

This is a remote position.

Overview:

We are seeking a highly driven and strategic Financial Analyst to serve as a key partner to the executive leadership team. This role is ideal for a finance professional who combines strong technical expertise with business acumen and thrives in a fast-paced, data-driven environment. The successful candidate will transform complex financial data into meaningful insights, enabling informed decision-making that supports organizational growth, operational excellence, and long-term profitability.

Job Title: Financial Analyst

Location: Fully Remote

Job Type: Full-Time

Key Responsibilities

Executive Financial Partnership

• Act as a trusted financial advisor to the CEO by delivering high-impact analysis, forecasts, and strategic recommendations.

• Translate financial data into executive-ready insights that drive performance, scalability, and sustainable growth.

• Develop financial models to support investment decisions, operational initiatives, and long-term planning.

Strategic Analysis & Business Intelligence

• Identify emerging trends, risks, and opportunities through advanced financial and operational analysis.

• Research market dynamics, competitor positioning, and industry benchmarks to strengthen strategic direction.

• Establish and monitor key performance indicators (KPIs) to evaluate business health and guide leadership decisions.

Syndication Leadership

• Oversee syndication processes, ensuring seamless coordination between lenders, investors, and internal stakeholders.

• Manage the preparation of documentation, payment processing, and distribution with precision and timeliness.

• Safeguard compliance with syndication agreements and applicable regulatory standards.

Commission Oversight

• Administer commission structures with accuracy and transparency.

• Ensure timely calculations and disbursements while continuously improving process efficiency and controls.

Financial Accounting & Reporting Excellence

• Lead Financial Accounting and Reporting activities, ensuring accuracy, integrity, and adherence to best practices.

• Prepare executive-level financial reports, dashboards, and presentations that clearly communicate performance, forecasts, and strategic implications.

• Strengthen reporting frameworks to enhance visibility and support data-driven leadership.

Operational Efficiency & Systems

• Utilize advanced Excel capabilities to build dynamic financial models and automate reporting workflows.

• Leverage QuickBooks expertise to maintain reliable financial data and support the full cycle of accounting.

• Perform thorough bank reconciliations and implement controls that promote quality and financial accuracy.

• Continuously identify opportunities to optimize financial processes and elevate reporting standards.

Requirements

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Required Skills & Qualifications

• Bachelor’s degree in Accounting, Finance, or a related discipline.

• Minimum of 3+ years of progressive experience in financial analysis, accounting, or financial management.

• Demonstrated expertise in the full cycle of accounting, including reconciliations, reporting, and close processes.

• Strong foundation in Financial Accounting and Reporting within a growth-oriented organization.

• QuickBooks Certification or advanced working knowledge required.

• Proven commitment to quality, accuracy, and strong internal controls.

• Exceptional communication skills with the ability to influence and engage executive stakeholders.

• Advanced proficiency in Microsoft Excel, including complex formulas, PivotTables, and financial modeling.

• High level of analytical rigor with the ability to synthesize complex data into clear strategic insights.

• Strong organizational skills with the capacity to manage multiple priorities independently.

Preferred Leadership Traits

• Executive presence with a proactive, solutions-oriented mindset.

• Strategic thinker capable of balancing big-picture vision with meticulous execution.

• High degree of professionalism, discretion, and integrity when handling confidential financial information.

• Adaptable, resilient, and comfortable operating in a dynamic, high-growth environment.

• Collaborative partner who builds strong cross-functional relationships.

Benefits

Fun working environment

PTO

HMO

And More!

Join our team and play a key role in shaping the future of our organization by attracting top talent and fostering a culture of excellence. Apply now to embark on an exciting career journey with us!