Associate Analyst, FP&A

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🕒 April 28

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Trusteer Financial

WebsiteLinkedInAll Job Openings

11 - 50 employees

🤝 B2B

💸 Finance

B2B • Finance • Consulting

Trusteer Financial is a boutique consulting firm that provides full-stack and integrated finance support. The company specializes in accounting, tax, CFO support, and advisory services for businesses at any stage of growth. Trusteer Financial offers tailored expertise and services to meet the unique financial demands of each client, whether they are looking for finance transformation support or a complete outsourced finance solution. Their services include accounting, tax compliance and planning, CFO support, financial analytics, and more. Trusteer Financial aims to deliver cost-effective and impactful financial solutions to help businesses optimize their operations and achieve their milestones.

📋 Description

• Master the application of advanced Excel functions such as Pivot Tables, Macros, and advanced formulas for detailed financial analysis and modeling • Develop and manage financial projections using both top-down and bottom-up approaches • Conduct financial analyses including MRR, LTV, CAC calculations, and basic cohort analysis • Prepare comprehensive financial statements such as P&L, Balance Sheets, and Cash Flow Statements • Support monthly, quarterly, and annual financial closing processes for clients, ensuring accuracy and compliance • Collaborate on financial planning and analysis tasks including budgeting and forecasting • Communicate effectively with clients and team members to manage financial data and project statuses across multiple platforms (Slack, Clickup, etc)

🎯 Requirements

• Bachelor’s Degree in Business Administration, Finance, Economics, or a related field • At least three years of relevant experience in financial analysis, project management, and business process analytics • Proficiency in Excel and familiarity with BI tools (Python, R, SQL, and Microsoft BI are pluses) • Exceptional analytical, problem-solving, and organizational skills • Strong interpersonal and communication skills, capable of working effectively with cross-functional teams • Experience with early to mid-stage startups preferred

🏖️ Benefits

• The opportunity to work within an unbeatable company culture • Exposure to diverse financial scenarios and business models, facilitating rapid professional growth • Competitive compensation and benefits package • Opportunities for personal and professional development in a supportive environment