Senior Financial Analyst, GTM

🕒 March 25

🇺🇸 United States – Remote

💵 $100k - $140k / year

⏰ Full Time

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

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Human Interest

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 2015

💸 Finance

💳 Fintech

💰 $200M Series D on 2021-08

Finance • Fintech

Human Interest is a company that provides affordable and full-service 401(k) and 403(b) retirement plans, primarily targeting small and medium-sized businesses. Founded in 2015, they aim to streamline the retirement planning process through seamless payroll integrations with over 500 leading payroll systems. The company emphasizes low-cost funds and zero transaction fees, and offers customizable retirement solutions to meet the diverse needs of employers and their employees. Human Interest also provides investment advisory services through its subsidiary, Human Interest Advisors LLC. Their goal is to make retirement benefits accessible to businesses of varying sizes, enhancing employee financial wellness and satisfaction.

📋 Description

• Develop robust financial models for revenue forecasting and scenario analysis • Improve forecast accuracy, explaining material variances to expectations, and developing recommendations that enhance understanding of revenue and expense levers • Collaborate with senior leadership and their teams to provide ad hoc financial analysis and budgetary support. Deliver actionable insights to inform key decisions and align capital allocation with strategic company initiatives • Provide data-driven insights and financial analysis to optimize the performance of the GTM organization • Streamline processes, drive standardization, and build scalable solutions on the “way we do things” to support our next phase of elevated growth and scale • Prepare materials for Board of Directors meetings, investors, and internal reporting • Create and monitor KPIs to measure performance against key financial objectives

🎯 Requirements

• 3+ years of relevant experience in FP&A at a high-growth software company and/or investment banking • Excel wizardry - ability to build robust financial models • Strong attention to detail and accuracy • High degree of comfort with ambiguity; ability to balance multiple priorities in a fast-paced environment. • Knowledge of SaaS business models and experience in analyzing SaaS metrics • Excellent communication skills - ability to collaborate across functions and levels throughout the company, as well as with external partners • Ability to drive insights from large datasets - SQL experience a plus • Familiarity with NetSuite and Pigment is a plus

🏖️ Benefits

• A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees • Top-of-the-line health plans, as well as dental and vision insurance • Competitive time off and parental leave • Addition Wealth: Unlimited access to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness • Lyra: Enhanced Mental Health Support for Employees and dependents • Carrot: Fertility healthcare and family forming benefits • Candidly: Student loan resource to help you and your family plan, borrow, and repay student debt • Monthly work-from-home stipend; quarterly lifestyle stipend • Engaging team-building experiences, ranging from virtual social events to team offsites, promoting collaboration and camaraderie.