Key skills
SalesforceLeadership
About this role
Role Overview
- Own the internal financial systems at BSA
- Maintain and update all financial models in Google Sheets
- Build and improve revenue, margin, cash flow, and EBITDA forecasts
- Run scenario models and present the impact to leadership
- Track runway and financial safety thresholds across the business
- Produce monthly actual vs forecast variance reports
- Analyze revenue, cost, margin, and utilization trends
- Prepare dashboards for leadership that show performance against targets
- Calculate and maintain CAC, LTV, payback period, and service line economics
- Identify margin erosion and propose fixes early
- Build and update headcount capacity models
- Integrate data from QuickBooks, Salesforce, and JustWorks
- Build templates and systems to automate reporting over time
Requirements
- Strong experience with financial modeling and forecasting
- Advanced Google Sheets or Excel capability
- Experience analyzing P and L statements, cash flow, and margins
- Ability to create scenario models and explain assumptions
- Experience working with QuickBooks, Xero, or similar accounting software
- Comfortable working with leadership in a fast paced environment
- Previous experience in a services or agency business is a plus
Benefits
- Health insurance
- Professional development
- Flexible work arrangements