Senior Financial Analyst

3 days ago

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Global Finance Teams

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B2B • Finance • Recruitment

Global Finance Teams is a provider of outsourced accounting and finance operations that partners with CFOs, finance leaders, and business owners to streamline financial processes, optimize costs, and build outsourced finance teams. The firm offers bookkeeping, managed accounting, controller services, financial staffing and recruitment, consulting (systems/process integration, financial modeling and board reporting), and cloud-based QuickBooks/Xero services focused on improving efficiency, compliance, and strategic capacity for client organizations.

51 - 200 employees

Founded 2019

🤝 B2B

💸 Finance

🎯 Recruiter

📋 Description

• Build and maintain dynamic 3-statement models for a portfolio of medtech, adtech, and multi-location retail/franchise clients. • Create models for new locations, pricing changes, sales funnels, hiring plans, and operational scale-up scenarios. • Translate operational inputs into financial logic: volume → revenue → margins → cash. • Maintain models as living tools–accurate, flexible, scenario-ready, and tied to reality. • Use SQL (where helpful) to pull structured data directly into models or dashboards. • Partner with founders/operators to analyze pricing, channel performance, sales motion efficiency, and customer/unit economics. • Build simple revenue funnels and forecasting mechanics (pipeline → conversion → revenue). • Evaluate revenue experiments and operational changes to show the financial impact. • Help clients understand which levers drive revenue, margin, and growth — and what to adjust. • Build 13-week cash forecasts, long-term cash outlooks, and runway analyses. • Assess expansion plans: new markets, new products, new locations–including build-out costs, time-to-breakeven, and required capital. • Support capital raise preparation (metrics, scenarios, sensitivities, use-of-funds). • Highlight cash constraints early and recommend tactical adjustments. • Tie models to monthly actuals (from QuickBooks/Xero/Rillet) and ensure accuracy through reconciliation. • Produce variance explanations that tell operators: what changed, why it changed, and what it means for next steps. • Build lightweight dashboards or reporting templates that become the weekly/monthly “source of truth.” • Turn raw numbers into actionable recommendations, not just reports. • Reduce repetitive work through automations (LiveFlow, Zapier, Make, Power Query, Sheets AI, GPT, etc.). • Build small workflows, templates, and scripts that scale across multiple clients. • Implement simple data pipelines (SQL, API pulls, CSV transforms) to eliminate manual cleanup. • Evaluate and test modern FP&A platforms (Cube, Pigment, Mosaic, Basis) to find leverage points in our workflow. • Approach problems with a “there must be a faster way” mindset–and then build it.

🎯 Requirements

• 2–4 years in financial analyst roles, ideally at an operating company. • Strong Excel/Google Sheets skills (SUMIFS, INDEX/MATCH, pivot tables, scenario logic). • Ability to build a financial model without a template. • Comfort working with multiple companies at once. • Strong English communication–both written and verbal. • Interest in automation, tools, and AI-driven workflows. • Willing to work US hours • Experience with multi-location or SMB businesses. • Experience with tools like QuickBooks Online, Xero, LiveFlow, or Cube. • Exposure to scripting (Python, R, Apps Script)--not required, but a bonus. • Experience preparing metrics or materials for investors.