Financial Insights Specialist
Join our team and become the analytical engine for growth-stage clients.
This is a hands-on, client-facing role reporting to a CFO with daily collaboration, high ownership, and room to innovate across BI, automation, and content.
Role Overview
The ideal candidate will own and uplevel financial models and dashboards, then turn raw numbers into clear, compelling stories that drive smarter decisions.
Key Responsibilities
* Develop financial models and dashboards that provide actionable insights.
* Collaborate with clients to understand their financial needs and goals.
* Communicate complex financial information in a clear and concise manner.
* Stay up-to-date with industry trends and best practices in finance and technology.
What We Offer
* Daily collaboration with our CFO and other stakeholders.
* High ownership and autonomy in your work.
* Opportunities for professional growth and development.
* A dynamic and innovative work environment.
Requirements
* 3+ years of experience in finance or a related field.
* Strong analytical and problem-solving skills.
* Excellent communication and interpersonal skills.
* Proficiency in Microsoft Excel and other financial software.
* Bachelor's degree in Finance, Accounting, or a related field.
As a Financial Insights Specialist, you will have the opportunity to work with multiple clients and develop a deep understanding of their financial needs and goals.