Analyze financial performance and identify trends, risks, and opportunities
Prepare and present financial reports to leadership and stakeholders
Support budgeting, forecasting, and variance analysis
Build financial models to support planning, pricing, and growth decisions
Translate complex financial data into clear, actionable insights
Maintain high-level oversight of financial operations and internal controls
Partner with leadership to ensure financial discipline and visibility
Review financial data for accuracy, consistency, and completeness
Support improvements to financial processes, reporting structures, and controls
Act as a strategic finance partner to leadership and cross-functional teams
Support profitability analysis, cost management, and efficiency initiatives
Provide financial perspective on operational and strategic decisions
Demonstrate strong ownership over outcomes, not just analysis
Work with existing financial systems and tools (QuickBooks experience is a plus, not a requirement)
Help refine, document, and scale finance processes as the business grows
Quickly learn and adapt to new tools, systems, and workflows

Background in finance, financial analysis, or financial management
Experience in a B2B agency, professional services, or service-based business strongly preferred
Strong analytical skills with demonstrated problem-solving, critical thinking, and pattern recognition
Comfort with financial reporting, controls, and high-level financial oversight
Ability to operate independently and take full ownership of workstreams
Confident communicator who can explain financial insights to non-finance stakeholders
Leadership mindset with the ambition to grow into increased responsibility
Experience with QuickBooks or similar accounting platforms (preferred)
Advanced Excel / financial modeling skills (preferred)
Exposure to scaling businesses or high-growth environments (preferred)
Experience partnering directly with founders or senior leadership (preferred)

Financial Analyst

Key skills