Senior Financial Analyst, GTM

🔥 3 minutes ago

🇺🇸 United States – Remote

💵 $100k - $130k / year

⏰ Full Time

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

🦅 H1B Visa Sponsor

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Logo of Human Interest

Human Interest

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, explain material variances, and develop recommendations regarding revenue and expense levers • Collaborate with senior leadership and their teams on ad hoc financial analysis and budgetary support • Deliver actionable insights to inform decisions and align capital allocation with strategic initiatives • Provide data-driven financial analysis to optimize GTM organization performance • Streamline processes, drive standardization, and build scalable solutions for growth and scale • Prepare materials for Board of Directors meetings, investors, and internal reporting • Create and monitor KPIs against key financial objectives

🎯 Requirements

• 3+ years of relevant experience in FP&A at a high-growth software company and/or investment banking • Ability to build robust financial models in Excel • Strong attention to detail and accuracy • Comfort with ambiguity and ability to balance multiple priorities in a fast-paced environment • Knowledge of SaaS business models and experience analyzing SaaS metrics • Ability to collaborate across functions and organizational levels, including with external partners • Ability to derive insights from large datasets • SQL experience is a plus • Familiarity with NetSuite and Pigment is a plus

🏖️ Benefits

• 401(k) plan with dollar-for-dollar employer match up to 4% of compensation, immediately vested, with $0 plan fees • Top-of-the-line health plans • Dental and vision insurance • Competitive time off and parental leave • Unlimited access to Addition Wealth digital tools, financial professionals, and knowledge center • Lyra enhanced mental health support for employees and dependents • Carrot fertility healthcare and family-forming benefits • Candidly student loan resource for employees and families • Monthly work-from-home stipend • Quarterly lifestyle stipend • Team-building experiences, virtual social events, and team offsites

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