$65,000 – $75,000/year. Qualifications – Required Skills & Experience: Experience using Excel/Google Sheets; experience building financial models for startups; clear and effective communication; strong customer service orientation; minimum 1 year of relevant financial modeling experience. Preferred: Bachelor’s in Finance/Economics/adjacent field or equivalent experience. Job Description – Your Purpose: Champion our brand values with a focus on ongoing financial model management, financial reporting, analysis, and customer relations. Keep customer goals and performance in focus to drive data-backed decision making. Manage a portfolio of customers, deliver standardized reporting services, and identify opportunities to better meet evolving customer needs. Your Responsibilities: Manage financial models and support planning/strategy for a portfolio of companies; prepare, review, analyze, and distribute monthly/quarterly financial reports; lead monthly/quarterly review and forecasting calls; collaborate with client finance/accounting teams for system consistency; act as customers’ financial leader to improve systems and guide strategy; maintain internal systems (HubSpot, Asana); engage via live chat, email, and video calls to support financial models and related needs; go above and beyond when possible, including helping with projects outside the financial model; contribute across the company as needed (sales, product testing, operations, content marketing, etc.).

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