FP&A Associate - Remote, United States - ZenBusiness

Description

Who We Are

We started our company to help others launch and run their own businesses, at any stage. The way we help is by keeping it simple and supporting entrepreneurs one step at a time. Put simply: our mission is to enable anyone to start, run, and grow their business while avoiding the common pitfalls that derail hopeful entrepreneurs. No more having to wade through forms, taxes, or ongoing state compliance.

We are a remote company based in Austin, Texas. We have team members from Florida to Oregon and all points in-between. Take pride in your work knowing that it shapes how people all across the country reach their goal of starting, running, and growing their business.

If the idea of helping people and working with a genuinely caring, supportive team excites you, then you've come to the right place.

The Role

ZenBusiness seeks a Junior or Senior Analyst, Corporate FP&A to support our organization and work closely with our Director of Finance to help our company scale and grow. The ideal candidate will be someone with Wall St experience focused on the SaaS sector, eager to work hard and think outside of the box, applying their background and skills to being an operator in a fast-moving and rapidly growing company. The role is positioned to foster meaningful career growth, allow a high degree of collaboration across multiple departments, and provide exposure to decision-making at the highest levels of the company.

This position is a fully remote role and will report to the VP of Finance.

Responsibilities

• Assist in formulating the company's future direction by providing input on the company's business plan, financial strategies, budgeting, forecasting, and analysis
• Be a strong business partner by leading with data to influence the direction of the company, inform leadership, and support the Finance team
• Heavy emphasis on financial modeling and planning
• Forecasts, monthly results of business performance, actuals vs plan deep dives, competitor analysis, etc.
• Develop and execute short- and long-range financial initiatives as a strategic leader
• Increase revenue visibility and predictability across the entire company
• Heavy emphasis on data analysis
• Produce KPI reporting and root cause trends in KPIs, working collaboratively with the Data team in building infrastructure to enable timely results and monthly reporting.
• Assist in developing the company's metrics and disclosures to use with external audiences (investors, Board members)
• Track and manage efficiency metrics, including CAC, CAC payback, sales funnel performance, LTV, and contribution margins.
• Evaluate existing business processes and provide recommendations for improvement and efficiency
• Support ad hoc projects as needed, including but not limited to quarterly board materials and scenario modeling, and partner with corporate development in acquisition modeling

Qualifications

• Higher education degree that is equivalent to a US Bachelor's degree in accounting or finance
• 2–5 years experience in investment banking, private equity, and/or equity research
• Financial Modeling with a focus on the SaaS category: the ability to build bottoms-up financial models to plan, measure and forecast the business. Models are accurate and conform to best practices (formatting, flexibility, layout, etc.)
• Experience with IPO readiness, and/or equity or private equity raising
• Strong ability to distill complex conclusions and concepts into easily digestible takeaways
• Continuous improvement attitude; ability to seek out and implement internal or external best practices
• A deep sense of curiosity: look for trends and patterns others miss, seek to understand data points others may be neglecting, unearth insights into the business by tying various work streams and data points together, and educate the team and senior executives on your findings
• Team player: this role will interact with multiple finance team members and departments throughout the company
• Ready and eager to build processes, systems, and analyses from scratch
• Experience operating with a high degree of autonomy

Bonus Qualifications

• Chartered Financial Analyst (CFA) or MBA
• Direct SQL experience
• Proficiency in and experience with macOS and G-Workspace (particularly Google Sheets)
• Experience with Salesforce and Sage Intacct is a plus

Remote Culture. A great company culture leads to happy employees, and happy employees lead to happy customers. We provide our employees with good salaries, benefits, equity, and interesting challenges that have a positive impact.

Let's stay connected We believe in staying connected, and we have a weekly "All Hands" meeting every week. We also have a social committee that hosts frequent events. We've held a virtual talent show, costume competitions, monthly lunch and learn series, Hackathons and more

Benefits. The company offers various benefits to employees and their dependents, including medical, vision, dental, disability, and life insurance, as well as parental and military leave. Other benefits include an employee assistance program, 401k + match, annual bonus, pet insurance, and RSUs. Paid parking* and 10 paid holidays are also provided.

Diversity, Equity and Inclusion. We believe in diversity, equity & inclusion. At ZenBusiness, every voice counts no matter your race, ethnicity, gender, sexual orientation, age, location, or background. We celebrate the diversity of our teams, knowing that our products, services, and customers thrive best when we lean into and celebrate our differences.

Please check out our careers' page to learn more about our culture, benefits, and open opportunities.

*applicable to in-office employees