Senior Financial Analyst

THE ROLE

• We’re hiring a Senior Financial Analyst to partner directly with the CFO and elevate how financial insight drives company decisions. This is not a reporting role. This is a thinking role.


• You will:


• Take ownership of board-ready financial materials
• Build and refine three-statement financial models
• Translate financial data into strategic recommendations
• Identify risks, inefficiencies, and opportunities across the business
• Provide clear, actionable solutions... not just summaries
• You’ll operate with a CFO mindset with exposure to how capital moves around, what  Board Members think, and how financial strategy shapes company trajectory.

1. Build Institutional-Grade Financial Models

• You will design and own fully integrated, three-statement financial models including the Income Statement, Balance Sheet, and Cash Flow Statement, built from operational drivers and core business metrics.


• This includes:


• Building forecasting and budgeting models from the ground up using KPI-driven assumptions
• Translating unit economics such as CAC, LTV, conversion rates, churn, refund rates, pricing, commissions, and hiring velocity into financial projections
• Rolling operational drivers into fully integrated three-statement forecasts
• Modeling cash runway, capital allocation scenarios, and sensitivity analyses
• Creating board- and investor-quality models aligned with venture and private equity expectations
• You are comfortable starting with raw metrics and constructing a complete financial narrative from first principles.

2. Strategic Financial Analysis

• Deep-dive into P&L performance and margin dynamics
• Analyze revenue quality, refund trends, customer acquisition efficiency, and operational leverage
• Move beyond “what happened” to “why it happened” and “what we should do about it”
• Identify risks, inefficiencies, and capital misallocation
• Build models to guide pricing strategy, hiring plans, GTM investments, and long-term planning
• You do not simply explain numbers. You improve outcomes.

3. Board and Executive Reporting

• Own preparation of board-ready financial materials, including narrative, framing, and insight
• Anticipate investor questions before they are asked
• Elevate financial storytelling across departments
• Ensure clarity, consistency, and strategic alignment in executive presentations
• You understand how to present financial performance in a way that builds confidence and demonstrates command of the business.

4. Forecasting, Planning and Capital Strategy

• Lead budgeting and rolling forecast cycles
• Stress-test assumptions and build downside and upside scenarios
• Improve financial visibility across the organization
• Partner cross-functionally to align operating plans with financial targets
• Support balance sheet forecasting and cash planning

5. Operational Finance and Light Accounting Oversight

• Support balance sheet accuracy and forecasting discipline
• Track commissions and variable compensation and coordinate with payroll
• Monitor financial controls and reporting integrity
• Ensure financial accuracy across monthly and quarterly close cycles

WHAT MAKES THE ROLE DIFFERENT

• Our data team pulls numbers. You will question them.


• If a department reports a metric, you will ask:
• What operational driver is causing this?
• What is the short- and long-term financial impact?
• What capital decisions does this influence?
• What mitigation strategies should we implement?
• Is there a more accurate or more strategic way to model this?


• You will learn the business of each stakeholder and balance departmental needs against enterprise-level financial discipline.

WHO YOU ARE

• Bachelor’s degree in Finance, Accounting, Economics, or related field. MBA strongly preferred.
• 5 to 9 years of experience in FP&A, Strategic Finance, Investment Banking, Management Consulting, or high-growth venture or private equity-backed companies
• Proven experience building fully integrated three-statement financial models from scratch
• Strong background in KPI-driven forecasting and driver-based budgeting
• Experience presenting to executive leadership or board-level stakeholders
• Deep understanding of balance sheet forecasting and cash flow modeling
• Strong command of financial modeling best practices aligned with venture-backed expectations
• Ability to operate independently with minimal oversight
• Exceptional communication skills and ability to translate complexity into clarity
• High ownership mindset with comfort in a demanding, high-performance environment
• West Coast timezone preferred

WHAT SUCCESS LOOKS LIKE

• Financial models are robust, integrated, and investor-ready
• Board materials are elevated, polished, and strategically sharp
• Financial analysis consistently informs operational improvements
• Risks are identified early and mitigated proactively
• The CFO can say, “Something feels off,” and you know exactly how to investigate


• Over time, you evolve from Senior Analyst to a broader strategic finance leader.
• This role has a clear path toward Finance Manager or broader strategic finance leadership as Empowerly scales.
• We are looking for someone who wants to build financial infrastructure that supports long-term enterprise value creation, not just maintaining spreadsheets.

INTERVIEW PROCESS

• Final candidates will complete a project that includes:


• Reviewing and improving a three-statement financial model
• Building a driver-based forecast
• Creating a board-style financial presentation
• Identifying strategic insights and recommendations
• Presenting findings to a panel
• We are not looking for perfection.


• We are looking for structured thinking, modeling depth, and financial judgment.
• If you thrive on building models from first principles, enjoy solving complex financial puzzles, and want meaningful exposure to executive-level decision-making, we would love to meet you.