Job Overview
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Job Description
Financial Analyst (Remote)
Jobs Ai is seeking skilled Financial Analysts, FP&A professionals, and Certified Financial Planners to join our team. This remote role offers diverse engagements where you will build budgets and forecasts, provide personal finance advice, or support critical business financial decisions.
Key Responsibilities
- Build and maintain budgets, forecasts, and variance analysis.
- Design financial models for scenario planning, fundraising, or M&A.
- Advise clients on retirement, investment, estate, or tax planning.
- Partner with executives to translate financial data into actionable decisions.
- Present findings in dashboards, decks, and client reviews.
- Define and track key financial metrics and KPIs.
Required Skills & Qualifications
- 2+ years in FP&A, investment banking, consulting, or personal finance advisory.
- Expert-level Excel or Google Sheets financial modeling.
- Strong understanding of financial statements, metrics, and forecasting methods.
- Clear communication with non-finance stakeholders.
- Strong analytical and problem-solving skills.
- Ability to work independently in a remote environment.
Preferred Qualifications
- CFA, CFP, MBA, or CPA certification.
- SaaS metrics experience (ARR, CAC, LTV, NRR).
- Experience with BI tools (Looker, Tableau, Power BI) and SQL.
- Experience with product analytics tools (Mixpanel, Amplitude).
- Fiduciary, tax, or estate planning credentials.
What We Offer
- Remote and flexible work environment.
- Contract and full-time options available.
- Varied engagements across startups, high-net-worth individuals, and enterprise finance.
- Competitive pay based on role and certification.
- Learning opportunities across corporate and personal finance.
Equal Opportunity Employer
Jobs Ai hires based on skills and expertise. All qualified candidates are welcome regardless of background, experience, or prior employment history. Applications are reviewed solely on demonstrated technical ability and qualifications.
Key skills/competency
- Financial Modeling
- FP&A
- Budgeting
- Forecasting
- Variance Analysis
- Financial Planning
- Client Advisory
- Excel
- Google Sheets
- Data Analysis
How to Get Hired at Jobs Ai
- Tailor your resume: Highlight financial modeling expertise, FP&A experience, and any relevant certifications (CFP, CFA, MBA, CPA). Quantify achievements with data.
- Showcase remote readiness: Emphasize your ability to work independently and communicate effectively with non-finance stakeholders in a virtual setting.
- Prepare for modeling tests: Be ready to demonstrate expert-level Excel or Google Sheets financial modeling skills during the interview process.
- Research Jobs Ai: Understand their focus on varied engagements and their commitment to hiring based on skill and expertise.
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