Financial Analyst

This is a remote position.

Overview:

We are seeking a highly driven and strategic Financial Analyst to serve as a key partner to the executive leadership team. This role is ideal for a finance professional who combines strong technical expertise with business acumen and thrives in a fast-paced, data-driven environment. The successful candidate will transform complex financial data into meaningful insights, enabling informed decision-making that supports organizational growth, operational excellence, and long-term profitability.

Job Title: Financial Analyst
Location: Fully Remote
Job Type: Full-Time

Executive Financial Partnership

• Act as a trusted financial advisor to the CEO by delivering high-impact analysis, forecasts, and strategic recommendations.
  

• Translate financial data into executive-ready insights that drive performance, scalability, and sustainable growth.
  

• Develop financial models to support investment decisions, operational initiatives, and long-term planning.
  

Strategic Analysis & Business Intelligence

• Identify emerging trends, risks, and opportunities through advanced financial and operational analysis.
  

• Research market dynamics, competitor positioning, and industry benchmarks to strengthen strategic direction.
  

• Establish and monitor key performance indicators (KPIs) to evaluate business health and guide leadership decisions.
  

Syndication Leadership

• Oversee syndication processes, ensuring seamless coordination between lenders, investors, and internal stakeholders.
  

• Manage the preparation of documentation, payment processing, and distribution with precision and timeliness.
  

• Safeguard compliance with syndication agreements and applicable regulatory standards.
  

Commission Oversight

• Administer commission structures with accuracy and transparency.
  

• Ensure timely calculations and disbursements while continuously improving process efficiency and controls.
  

Financial Accounting & Reporting Excellence

• Lead Financial Accounting and Reporting activities, ensuring accuracy, integrity, and adherence to best practices.
  

• Prepare executive-level financial reports, dashboards, and presentations that clearly communicate performance, forecasts, and strategic implications.
  

• Strengthen reporting frameworks to enhance visibility and support data-driven leadership.
  

Operational Efficiency & Systems

• Utilize advanced Excel capabilities to build dynamic financial models and automate reporting workflows.
  

• Leverage QuickBooks expertise to maintain reliable financial data and support the full cycle of accounting.
  

• Perform thorough bank reconciliations and implement controls that promote quality and financial accuracy.
  

• Continuously identify opportunities to optimize financial processes and elevate reporting standards.
  

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  Required Skills & Qualifications
  

  • Bachelor’s degree in Accounting, Finance, or a related discipline.
    

  • Minimum of 3+ years of progressive experience in financial analysis, accounting, or financial management.
    

  • Demonstrated expertise in the full cycle of accounting, including reconciliations, reporting, and close processes.
    

  • Strong foundation in Financial Accounting and Reporting within a growth-oriented organization.
    

  • QuickBooks Certification or advanced working knowledge required.
    

  • Proven commitment to quality, accuracy, and strong internal controls.
    

  • Exceptional communication skills with the ability to influence and engage executive stakeholders.
    

  • Advanced proficiency in Microsoft Excel, including complex formulas, PivotTables, and financial modeling.
    

  • High level of analytical rigor with the ability to synthesize complex data into clear strategic insights.
    

  • Strong organizational skills with the capacity to manage multiple priorities independently.