Senior Financial Analyst (Remote)

Global Finance Teams

Philippines

2-4 Years

Save

Posted 7 days ago
Be among the first 10 applicants

Early Applicant

Job Description

About the Role

We are a fractional CFO/COO firm supporting 510 growing startups and small businesses at any time, including companies in medtech, adtech, and multi-location retail/franchise concepts. Our clients are opening new locations, raising capital, testing new pricing and revenue models, and needing real financial insight to make decisions. Most teams have founders, operators, and accountantsbut they lack the analyst layer that translates activity into clear financial visibility

.We're hiring a Senior Financial Analyst who loves financial modeling, turning data into insights, and using modern tools and automation to scale workflows. In this role, you'll work across several companies (typically 24) and help them understand their full financial stackrevenue drivers, cost structure, unit economics, cash runway, and variance to plan. You'll build and maintain financial models and develop automated workflows that connect models actuals insights decisions. This is a hybrid role blending FP&A, systems thinking, and automation across a diverse portfolio of tech and retail businesses

.
Key Responsibiliti

es
1. Build, Own, and Evolve Financial Mod

elsBuild and maintain dynamic 3-statement models for a portfolio of medtech, adtech, and multi-location retail/franchise clien
ts.Create models for new locations, pricing changes, sales funnels, hiring plans, and operational scale-up scenari
os.Translate operational inputs into financial logic: volume revenue margins ca
sh.Maintain models as living toolsaccurate, flexible, scenario-ready, and tied to reali
ty.Use SQL (where helpful) to pull structured data directly into models or dashboar

ds.
2. Revenue Strategy & RevOps Sup

portPartner with founders/operators to analyze pricing, channel performance, sales motion efficiency, and customer/unit econom
ics.Build simple revenue funnels and forecasting mechanics (pipeline conversion reven
ue).Evaluate revenue experiments and operational changes to show the financial imp
act.Help clients understand which levers drive revenue, margin, and growth and what to adj

ust.
3. Capital Planning, Cash Strategy & Project Fi

nanceBuild 13-week cash forecasts, long-term cash outlooks, and runway anal
yses.Assess expansion plans: new markets, new products, new locationsincluding build-out costs, time-to-breakeven, and required cap
ital.Support capital raise preparation (metrics, scenarios, sensitivities, use-of-fu
nds).Highlight cash constraints early and recommend tactical adjustm

ents.
4. Variance Narratives & Performance Visi

bilityTie models to monthly actuals (from QuickBooks/Xero/Rillet) and ensure accuracy through reconcili
ation.Produce variance explanations that tell operators: what changed, why it changed, and what it means for next
steps.Build lightweight dashboards or reporting templates that become the weekly/monthly source of t
ruth.Turn raw numbers into actionable recommendations, not just re

ports.
5. Automation, Tools & Workflow Modern

izationReduce repetitive work through automations (LiveFlow, Zapier, Make, Power Query, Sheets AI, GPT,
etc.).Build small workflows, templates, and scripts that scale across multiple c
lients.Implement simple data pipelines (SQL, API pulls, CSV transforms) to eliminate manual c
leanup.Evaluate and test modern FP&A platforms (Cube, Pigment, Mosaic, Basis) to find leverage points in our wo
rkflow.Approach problems with a there must be a faster way mindsetand then bu

ild it.
Qualifi

cations

Required24 years in financial analyst roles, ideally at an operating
company.Strong Excel/Google Sheets skills (SUMIFS, INDEX/MATCH, pivot tables, scenari
o logic).Ability to build a financial model without a
template.Comfort working with multiple companies
at once.Strong English communicationboth written an
d verbal.Interest in automation, tools, and AI-driven w

orkflows.
Ni