Financial Planning Analyst

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Job Description

We are looking for a remote, initially part-time financial planning analyst who can create budgets and financial forecasts for a growing multiple 7 figure marketing agency business.

You will review our books each month, project growth in revenue and costs, including what we should budget for all of the major categories in the P&L on an annual and rolling basis.

You will report to Co-CEO John Corcoran and be responsible for proactively providing executive management with support and advice on hiring, spending and operational challenges as they arise.

​​​​​​ ​Your job will be to proactively predict business changes, develop budgets, and help us understand what we are doing right so we can do more of it and also what we are doing wrong so that we can anticipate growth and development issues and accelerate our business.

As with any small, high growth business, there are many hats to wear, and another important related function will be to oversee the quality control of our monthly accounting close process which is managed by our Controller.

Your help identifying challenges before they slip through, using trend analysis and monthly analytical reviews will enhance your ability to deeply understand the business’s nuts and bolts, strengthening both our forecasting results and our underlying accounting data which forms the basis for those forecasts.

Key Responsibilities

With support from our fractional CFO, develop annual budget processes and apply those processes to develop and recommend annual financial budgets for the company. Similarly develop various recurring monthly, quarterly and annual financial review and forecasting processes including various levels of reporting and tracking and use those processes to develop reporting