Senior Business / Financial Analyst & Systems Automation Expert

The Good CFO; United States; Remote; USD 60,000 - 100,000; Full time

Job summary

Join a forward-thinking company as a Senior Business/Financial Analyst, where you'll leverage your expertise in Excel and automation to streamline financial processes. In this fully remote role, you'll collaborate with a team of accomplished professionals to create impactful financial models and reports, while also exploring innovative AI solutions. This position offers the chance to work in a values-driven environment focused on making a positive impact, supporting clients in the media and entertainment sectors. If you're passionate about finance and technology, this is your opportunity to thrive in a dynamic startup atmosphere.

Qualifications

• Expertise in Excel and Google Sheets for financial modeling.
• Knowledge of automation tools to streamline processes.
• Strong analytical and communication skills.

Responsibilities

• Create financial models to support decision-making.
• Build comprehensive financial reports for clients.
• Optimize workflows within the tech stack.

Skills

Excel

Google Sheets

Automation tools (Zapier, Make, n8n)

Analytical skills

Communication skills

Client-facing experience

Financial modeling

Self-directed work style

Education

Bachelor's degree in Finance, Accounting, or Business Analytics

Tools

QuickBooks Online

Bill.com

Asana

Slack

Google Workspace

Microsoft Excel

Harvest

Job description

Senior Business / Financial Analyst & Systems Automation Expert
Location: 100% Remote

The Good CFO

Just as a business thrives on profits, it flourishes with purpose. As a fractional CFO and accounting services firm specializing in the media, entertainment, and marketing sectors, our mission is to do good things with good people. We empower visionary entrepreneurs, champion goodness, support nonprofits, and elevate the accounting and finance profession to leave a lasting impact on the world.

About the Role

We’re seeking an Excel, Quickbooks Online and automation guru to join our team of accomplished CFOs and Controllers. In this role, you'll be instrumental in automating and streamlining financial models, systems, and work processes using AI and leading software solutions. You'll support both our internal team and clients in implementing solutions and developing sophisticated models, reports, and analyses.

Key Responsibilities

• Create financial models to support business decision-making
• Build comprehensive financial reports and analyses for internal teams and clients
• Research, evaluate, and implement AI and other technology tools, applications, and systems
• Provide advanced Excel and Google Sheets support, including:
  • Developing Google Scripts
  • Creating automations
  • Importing data from QuickBooks Online and other systems
• Optimize workflows within our tech stack (QuickBooks Online, Bill.com, Asana, Slack, Google Workspace, Microsoft Excel, and Harvest)
• Collaborate with clients to understand their needs and implement tailored solutions
• Document processes and create training materials for internal team and clients
• Stay current with emerging technologies and best practices in financial systems

Qualifications

• Expertise in Excel and Google Sheets
• Knowledge of automation tools such as Zapier, Make and n8n to pull data from various sources including QuickBooks Online
• Extremely tech-savvy with strong analytical skills
• Excellent written and verbal communication skills in English
• Experience in client-facing roles, comfortable communicating with clients and their staff
• Knowledge of financial modeling, reporting, and analysis techniques
• Ability to thrive in a busy, exciting startup environment
• Self-directed work style with strong task completion orientation
• Enthusiasm and excitement about professional growth and development
• Preference for autonomy and taking initiative
• Strong desire to work for a values-driven company
• Background in finance, accounting, or business analytics preferred
• Experience with automation tools and AI implementation a plus

Our Core Values

• Curiosity: We constantly seek new knowledge and better ways of working
• Collaboration: We work together to achieve extraordinary results
• Excellence: We strive for the highest standards in everything we do
• Goodness: We believe in making a positive impact on the world

If you're passionate about technology, finance, and making a difference, we'd love to hear from you. Join The Good CFO and help us build a future where business success and positive impact go hand in hand.