Senior Financial Analyst

Book+Street; Columbus (OH); Hybrid; USD 70,000 - 80,000; Full time

Benefits offered by this job

PTO

Paid holidays

Education stipend

Technology stipend

Medical, dental, vision coverage

Job summary

Book+Street is seeking a Senior Financial Analyst to join our fast-paced FP&A team in Columbus. You will build cash flow and revenue models, support strategy with market research, and prepare management reports for multiple startup clients.

You’ll collaborate with CFOs, Controllers and other team members, manage equity tools like Carta/Shareworks, and contribute to budgeting, forecasting and consolidation efforts in a hybrid work setting.

Qualifications

• Bachelor’s degree in finance, business administration or related discipline.
• Strong Microsoft Excel experience is CRITICAL for success in this role.
• 3+ years of experience in financial analysis and modeling.
• 1+ year of experience working within a startup environment preferred.

Responsibilities

• Develop and update financial models, including cash flow forecasts, revenue models and rolling forecasts for early-stage companies.
• Assist CEO, COO and CFOs on projects involving business strategy + planning, including market research and presentation materials like one-pagers and pitch decks.
• Prepare reports for management summarizing results of research, analyses and evaluation of discrepancies.
• Participate in preparation of budgets, long-range planning and weekly forecasting process.
• Gather, analyze, prepare and summarize recommendations for financial plans, acquisition activity, trended future requirements and operating forecasts.
• Develop capitalization tables in Excel and assist with equity plan administration in Carta and Shareworks.
• Manage financial consolidation processes, as needed.
• Attend meetings and on-site hours with our startup clients, as needed.
• Assist in the evaluation of tools, systems and processes to ensure our operations run smoothly.
• Maintain and update Monday.com boards for client projects and assignments.
• Actively participate in onsite networking and marketing events, promoting Book+Street service offerings.

Skills

Excel

Communication

Time management

Problem solving

Organizational skills

Education

Bachelor’s degree in finance, Business Administration or related discipline

Tools

Carta

Shareworks

Monday.com

Job description

** THIS ROLE IS OPEN TO CANDIDATES IN THE COLUMBUS, OHIO METROPOLITAN AREA **

Book+Street® is a professional services firm focused on helping startup companies start off right, right from the start! We provide CFO + Controllership services, Equity Compensation and People Solutions to a growing client base, along with a suite of complementary services to help our client companies scale.

Our FP&A Team is growing! We’re looking to add a Senior Financial Analyst who loves a challenge, understands and appreciates the sense of urgency often required when dealing with a diverse startup client base and the demands of a consulting firm. The selected individual will work closely with our CFOs to provide valuable financial insights for our business and those of our growing startup client base, driving projects and working as an integral part of the team.

Our ideal candidate will LOVE working in a fast-paced, challenging work environment and be able to handle multiple, competing priorities every day. They will be able to collaborate openly with team members and clients, lean in and solve problems.

They will also be aligned with our CORE STRATEGIC VALUES:

• WIT – You’ll do whatever it takes to ensure our clients’ needs are met!
• Wisdom – You are always learning, through research and continuing education!
• The 3Cs – You will communicate, collaborate and cooperate to ensure team and client success!
• GSDADL – You will have the time management skills and drive to deliver on client needs and meet minimum productivity requirements of 80% billable time worked based on a minimum of a 40-hour work week.

REQUIREMENTS

The Senior Financial Analyst will report to our Manager, FP&A with matrix reporting to our Head of CFO Solutions, and will work closely with our Chief Financial Officers, Controllers and other team members to manage the following functions for multiple client companies:

• Work with our CFOs to develop and update financial models, including cash flow forecasts, revenue models and rolling forecasts for early-stage companies.
• Assist CEO, COO and CFOs on projects involving business strategy + planning, including market research and preparation of presentation materials like one-pagers and pitch decks.
• Prepare reports for management summarizing results of research, analyses and evaluation of any discrepancies.
• Participate in preparation of budgets, long-range planning and weekly forecasting process.
• Gather, analyze, prepare and summarize recommendations for financial plans, acquisition activity, trended future requirements and operating forecasts.
• Develop capitalization tables in Excel and assist with equity plan administration in tools like Carta and Shareworks.
• Manage financial consolidation processes, as needed.
• Attend meetings and on-site hours with our startup clients, as needed.
• Assist in the evaluation of tools, systems and processes to ensure our operations run smoothly.
• Maintain and update Monday.com boards for client projects and assignments.
• Actively participate in onsite networking and marketing events, promoting Book+Street service offerings.

Come join a fast-paced and creative start-up where you will challenge yourself daily, engage with exciting projects, and see the rewards of your hard work.

QUALIFICATIONS

You must love startups and be a highly motivated self-starter.The ideal candidate will be earlier in their career, and eager to learn. This is a great opportunity to get in on the ground floor, put in the hard work, and earn additional responsibilities.At a minimum, you should possess the following:

• Bachelor’s degree in finance, Business Administration or related discipline.
• Strong Microsoft Excel experience is CRITICAL for success in this role.
• Enthusiasm to learn, grow and problem-solve
• 3+ year of experience in financial analysis and modeling required.
• 1+ year of experience working within a start-up business environment preferred
• Understanding of GAAP accrual basis financial statements
• Prior experience in professional services firm preferred
• Ability to work independently, under pressure
• Creative thinking and strategic problem solving
• Strong organizational and time-management skills
• Excellent written and verbal communication skills
• Proficiency in Microsoft and Google suite products

Oh, and did we say YOU MUST LOVE STARTUPS!?

LOCATION

At Book+Street we work in a highly consultive environment – not just with our clients, but among our own team. Selected individual will be expected to work on-site as part of a highly collaborative team in our office in Columbus.

Hybrid work schedule available for Full Time Employees following 90 Days of employment and meeting minimum billing requirements. Hybrid eligible team members must work out of our offices 3 days a week.

WHY BOOK+STREET

At Book+Street, we love what we do and encourage open communication, flexibility and diversity. We celebrate our Core Values with recognition + rewards monthly and offer a robust benefits package including:

Paid time off (PTO), 10 paid holidays, a continuing education/certification stipend, monthly technology stipend, sponsored medical, 99% employer paid dental and vision, and 100% company paid life, AD&D and disability insurance and a generous 401K match to all full-time employees.

COMPENSATION

This is a salaried, exempt position with base compensation of $70,000 - $80,000 per year.

NEXT STEPS

To express your interest, please provide a short cover letter telling us why you’re perfect for this role, along with a resume detailing your experience. Book+Street encourages all qualified candidates to apply.

At Book+Street, we are committed to building a diverse, respectful, and inclusive workforce. We take being an Equal Employment Opportunity (EEO) employer seriously and do not discriminate based on race, color, national origin, religion, gender, age, veteran status, political affiliation, sexual orientation, marital status, disability (in compliance with the Americans with Disabilities Act), or any other applicable characteristics protected by law.