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Senior Financial Analyst - Remote

Posted 17 hours ago
Finance / Legal
Full Time
USA
$90,000 - $105,000/year

Overview

The Senior Financial Analyst will be a key member of our Accounting and Finance team, focusing on forecasting, budgeting, and financial reporting for Happy Money. The Finance team works closely across all departments to identify business needs and opportunities, review financial performance, and forecast future performance.

In Short

  • Lead financial reporting to provide key stakeholders with visibility into company performance and expense management.
  • Own forecasting and budgeting processes, working closely with department leads to ensure accurate financial projections.
  • Analyze monthly and quarterly financial performance, identifying key trends, variances, and business drivers.
  • Create dynamic financial models to support business planning and scenario analysis.
  • Partner with business leaders to track key performance indicators (KPIs), providing data-driven recommendations.
  • Support corporate financial deliverables, including business reviews and board presentations.
  • Assist in month-end and quarter-end financial close processes, collaborating with Accounting to analyze financial results.
  • Maintain a system for tracking vendor renewals, and work cross functionally to identify cost saving opportunities as they arise.

Requirements

  • Bachelor’s degree in finance, business, economics or similar discipline preferred
  • 2 - 4 years of experience in finance, FP&A, business strategy, or strategic planning
  • Ability to analyze large data sets and translate insights into actionable recommendations
  • Advanced skill developing and maintaining 3-statement models and dynamic cost models
  • Strong proficiency in Microsoft Excel or Google Sheets
  • Proven track record of leading financial reporting and forecasting
  • Ability to convey drivers of business performance and next steps in written and verbal communications
  • Highly organized and detail-oriented, capable of managing multiple priorities in a fast-paced environment

Benefits

  • Generous medical, dental, and vision insurance options
  • Eligible for Annual Bonus
  • 401k Plan with a matching contribution
  • Flexible PTO
  • Monthly Health and Wellness Days
  • 12 Weeks Paid Parental Leave
  • Company-paid short & long term disability and life insurance
  • Monthly tech stipend to help cover expenses for remote work
  • Happy Money is a 100% fully distributed workforce

H.M

Happy Money

Happy Money is a prominent consumer finance company focused on empowering individuals to achieve their financial goals through responsible lending practices. Utilizing a fully-digital platform, Happy Money collaborates with credit unions, banks, and asset managers to provide high-quality credit solutions, enhance portfolio diversity, and extend their reach across the nation. With backing from investors like TruStage Ventures, the company has successfully originated over $6 billion in loans, positively impacting more than 300,000 members. Happy Money is dedicated to fostering community growth and helping people leverage money as a tool for happiness.

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