Senior Financial Analyst - Remote

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.

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 (or equivalent experience)
• 2+ 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
• Generous PTO including sick leave, vacation, volunteer, and more
• 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