What are the responsibilities and job description for the Remote Financial Planning Analyst | WFH Opportunity position at Get It - Finance?
Job Overview
We are currently seeking a dedicated and analytical Financial Planning Analyst to join our innovative and rapidly expanding marketing agency. This remote position, initially part-time, provides a unique opportunity to collaborate closely with our executive team in shaping the financial trajectory of a multi-million dollar organization.
Key Responsibilities
We prioritize learning and development, offering flexible working hours and pathways for professional advancement through monthly Book and Masterclass Club meetings, team-building initiatives, and mentorship sessions.
Company Culture And Values
As a fully remote, flexible team, we foster a positive and supportive work environment where every member is valued and encouraged to achieve their highest potential.
Employment Type: Full-Time
We are currently seeking a dedicated and analytical Financial Planning Analyst to join our innovative and rapidly expanding marketing agency. This remote position, initially part-time, provides a unique opportunity to collaborate closely with our executive team in shaping the financial trajectory of a multi-million dollar organization.
Key Responsibilities
- Partner with our fractional CFO to design comprehensive annual budget processes and recommend financial allocations across the company.
- Develop and oversee monthly, quarterly, and annual financial assessments, ensuring effective communication of organizational objectives and results.
- Prepare financial forecasts and conduct trend analyses in sales, finance, and operational activities to enhance overall company performance.
- Execute both quantitative and qualitative evaluations of operations, measuring progress against business objectives and adjusting strategies as necessary.
- Identify revenue and expenditure trends, collaborating with the Controller, bookkeeper, and CFO to provide insightful recommendations.
- Review financial statements to pinpoint budget discrepancies, offering explanations and corrective measures for any negative variances.
- Establish Key Performance Indicators (KPIs) and other financial metrics to evaluate business dynamics and inform decision-making.
- Work alongside the Controller to refine the monthly accounting closing process, utilizing trend analyses for improved accuracy.
- Conduct return on investment (ROI) assessments for client projects.
- Undertake additional tasks as required by management.
- A minimum of 5 years of experience in financial planning and analysis within a fast-paced, entrepreneurial setting; experience in a marketing agency is advantageous.
- Strong communication abilities, with prompt responsiveness to queries via email and Slack.
- Exceptional attention to detail, ensuring precision in all deliverables.
- Highly organized with proficiency in Google Drive and a solid grasp of financial systems.
- Consistent access to reliable internet for remote work.
- Proficiency in English, both written and spoken.
- A positive and collaborative mindset, thriving in a friendly, people-oriented culture.
- At least 5 years of relevant experience in financial planning and analysis.
- Proven ability to work independently in a virtual environment.
We prioritize learning and development, offering flexible working hours and pathways for professional advancement through monthly Book and Masterclass Club meetings, team-building initiatives, and mentorship sessions.
Company Culture And Values
As a fully remote, flexible team, we foster a positive and supportive work environment where every member is valued and encouraged to achieve their highest potential.
Employment Type: Full-Time
