What are the responsibilities and job description for the Financial Analyst position at Topo Advisors?
Topo is hiring key team members for its finance team. If you've ever been interested in working at a startup as a member of the early team, this is it!
Topo provides fractional, embedded accounting and finance support to high-growth venture-backed companies. Topo's customers look to us as early-stage company experts focused on helping their companies succeed.
We are looking for a strategic Financial Analyst to provide world-class finance support to high-growth venture-backed companies. You'll be a hands-on partner to CEOs and leadership team members at dynamic software and services companies.
About this role : This role will support Topo's founder and other finance team members in delivering high quality support to Topo's customers. In this role, we're looking for a high agency person with a strong understanding of the financial statements and an interest in startups. This role will become increasingly strategic as the individual grows within Topo.
What You'll Do :
- Assist Topo finance leads in developing and reporting on strategic client initiatives and supporting clients in finding and scaling product-market fit
- Work Topo finance leads and client CEOs to determine key metrics and levers to influence change
- Update portfolio company financial models and budgets
- Prepare regular reporting including budget vs. actual, investor reporting, and board meeting materials
- Manage third-party vendors of clients including insurance, payroll, and taxes
- Oversee accounting functions including accounts payable and accounts receivable
- Manage monthly close process, analysis and reporting
- Analyze & monitor cash flow and expense management
What We're Looking For :
What We Value : TRUST
Our team members operate in a high-trust role with customers. Trustworthy team members exhibit : uncompromising integrity, empathy, attention to detail, and the ability to exceed expectations.
OWNERSHIP
Our customers love working with us because we care about the success of their companies as much as they do. Our team members take ownership of the relationship with customers through consistency, responsiveness, and thought partnership.
INTELLECTUAL CURIOSITY
Our customers look to us for guidance on industry standards, recommendations on best practices, and thought leadership. Team members should combine personal experience as well as internal and external resources to be learning machines that will result in strategic insight to the companies we support.
Topo Advisors is an equal-opportunity employer, and we value diversity at our company. We don't discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.