Senior Financial Analyst

Posted 2 Days Ago
Hiring Remotely in USA
Remote
95K-100K Annually
Mid level
Fintech • Payments • Financial Services
The Role
The Senior Financial Analyst will support startup founders by developing financial models, managing budgets, and providing strategic financial advice. Responsibilities include regular communication with clients and internal teams, as well as professional development activities. This role requires 3-5 years of experience in financial modeling and advanced Excel skills.
Summary Generated by Built In

Job Title: Senior Financial Analyst 

Employment Type: Full-Time, Regular Hire 

FLSA Status: Exempt, Salary 

Reports to: VP of Finance 

Work Location: Fully Remote (within the U.S.) 

Expected Base Pay Range: $95,000 - $100,000 per year depending on qualifications 

 

ABOUT THIS OPPORTUNITY:

Kruze Consulting provides accounting, bookkeeping, finance, payroll, and tax services to over 800 startups backed by top-tier venture capital funds. The Senior Financial Analyst is instrumental in advising startup founders on their financial strategy and fundraising efforts. In this role, you will work closely with founders and executives, serving as a strategic partner to help them make informed financial decisions. The Senior Financial Analyst is responsible for developing accurate financial projections and managing budgets to help our clients understand and navigate their financial landscapes. While there is a lot of financial modeling and forecasting in this role, it’s also about providing practical insights that give founders the understanding they need to improve their operations and achieve their growth and fundraising goals.

 

KRUZE CONSULTING IS AN EQUAL EMPLOYMENT OPPORTUNITY EMPLOYER.

Kruze Consulting believes in diversity of thought as a competitive advantage to bring people together to build a culturally inclusive team. If you are smart, and good at what you do, come as you are. Diverse candidates (however you choose or choose not to identify) are encouraged to apply.

 

WHAT WE OFFER/WHY KRUZE CONSULTING:

· Fully Remote – We’ve completely embraced and invested in remote work and know the benefits. Save time, save money, and decrease stress. Our experience shows that remote work fosters a healthier work/life balance for our people. We do get together once a year for an annual offsite meeting, but it’s optional.

· Flexibility/Autonomy - Need to run to an appointment, your child's school, or just want to take a walk outside? No problem. If your clients’ needs are met and your work gets done on time, enjoy!

· Stability – While we serve startups, we aren’t one. We’ve been around for almost a decade enjoying controlled growth over that time. We don’t over-hire, and thankfully, we’ve never had to do a reduction in force. Our service offering is niche, accounting is essential to businesses, and the potential market for our services is diversified/vast.

· High-Quality Colleagues - We’re a diverse bunch, experts in our respective fields, and eager to help each other and clients. We care about each other as whole human beings.

· High-Quality Clients - We work exclusively with venture-funded technology startups and early-stage companies who are creating some of the most exciting and transformative products and services in the world! (We also have a “no jerks” policy; our clients treat our people professionally and respectfully.)

· Purpose/Meaningful Work – Not your average accounting role. Kruze professionals get to work with innovative startups that are disrupting their respective industries and creating the products and services of tomorrow. Like proud parents, we derive vicarious enjoyment as our clients grow, get additional rounds of funding, and ultimately get acquired by Fortune 500 firms.

· Professional Development – You’ll gain exposure to many types of clients and industries including SaaS, eCommerce, Healthcare, Biotech, Crypto/Blockchain, and Manufacturing. At Kruze, you’ll have the opportunity to learn multiple disciplines and work with a wide variety of high-visibility clients and find your passion.

 

NEED TO HAVE/POSITION REQUIREMENTS:

· 3-5 years of full-time 3-statement financial modeling experience in any of these environments: venture capital, start-up, accounting firm, or at a financial services consulting firm 

· Bachelor’s Degree in Finance, Accounting, or Economics (or a related major)

· Must be willing to work core business hours in their local time zone (approximately 8am to 5pm local time) 

 

REQUIRED ESSENTIAL SKILLS:

· 3 Statement Modeling – updating and developing new integrated 3-statement models

· Excel – expert-level Excel skills with financial analysis formulas and data manipulation techniques because most daily work will be in Excel

· Prioritizing – excellent time management, able to frequently reprioritize and still meet deadlines

· Communication know how and when to set expectations, communicate changes in timelines, and when to ask for help

 

NICE TO HAVE/POSITION PREFERENCES:

· Progress towards a CFA® charter or completion of a FMVA certification

· Experience working in a multi-client environment 

· A thorough understanding of accounting principles and the application of these principles as they relate to technology companies

· Experience working with venture capital-backed private companies

· Experience with software, SaaS, tech-enabled services, or other recurring revenue business models

 

WHAT YOU’LL BE DOING:

Support clients in finance engagements (25-30 hours per week)

· Develop and maintain 3-statement financial models in Excel (25-30 hours per week)

· Provide advice, financial analysis, and client support

· Meet and communicate with startup founders and executives

Actively communicating with internal teams (3-5 hours per week)

Other activities (2-5 hours per week)

· Professional development and training as required by management

· Any other duties and tasks to support business needs as directed by management

 

WHAT YOU WON’T BE DOING:

· Kruze’s own corporate finance. That’s handled by our CFO.

 

A note of caution about remote work at Kruze Consulting:

While it seems cool, it’s not for everyone. You must have the discipline, work ethic, healthy boundaries, work strategies, and emotional intelligence to work remotely. While we strive for work-life balance at Kruze, this is still a fast-paced role that will require you to juggle many different projects and tasks. You must enjoy and thrive in this type of fast-paced environment.

 

About Kruze Consulting:

Kruze Consulting has grown organically and rapidly, tripling in size over the last two years. We provide accounting, bookkeeping, finance, payroll, and tax services to over 800 startups backed by top-tier venture capital funds.

· Kruze Consulting is a 2023 Inc. 5000 Honoree for the sixth year in a row

· Our core values are: Kaizen ∙ Integrity ∙ Innovation ∙ Intuitive ∙ Communication & Collaboration ∙ Data-Driven Quality ∙ Enabling Customer Greatness ∙ Fidelity

We are a 100% remote company, working in many different countries and time zones; we encourage our employees to take advantage of our flexible work environment to be happier and more productive. The firm has 800+ Seed, Series A, Series B, and Series C clients. The firm was started 9 years ago, by Vanessa Kruze, CPA and now has 150+ team members. Kruze utilizes best-of-breed software tools such as QuickBooks, Gusto, Justworks, Rippling, Expensify, Bill.com, Zoom, Slack, Ramp, and Brex. Our client base is comprised of venture capital-backed startups funded by the very best venture capital funds in the world.

 

Physical Requirements:

· Extended periods of focused, seated computer work – approximately 10 hours a day

 

Kruze complies with California’s Fair Chance Act:

Kruze will consider qualified applicants with a criminal history pursuant to the California Fair Chance Act. You do not need to disclose your criminal history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if Kruze is concerned about conviction that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. Find out more about the Fair Chance Act by visiting the Civil Right’s Department Fair Chance Act webpage.

 

Kruze participates in E-Verify:

This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.

Top Skills

Bill.Com
Brex
Excel
Expensify
Gusto
Justworks
Quickbooks
Ramp
Rippling
Slack
Zoom
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The Company
HQ: San Francisco, California
95 Employees
On-site Workplace
Year Founded: 2012

What We Do

Kruze Consulting is a leading provider of accounting, finance, HR and tax consulting to seed and venture capital funded startups. Kruze’s clients have collectively raised over $15 billion in VC financing, and one to three of Kruze’s clients are acquired by larger companies every month. Kruze Consulting’s tax advisory work is reducing our clients'​ burn by over $10 million this year, and Kruze’s team recommends best in class financial and HR systems that help make data-driven startup founders more productive.

What do Kruze Consult’s clients have to say?

“We're huge fans of Vanessa and the folks at Kruze Consulting. They set up our books, finances, and other operations, and are constantly organized and on top of things. As a startup, you have to focus on your product and customers, and Kruze takes care of everything else (which is a massive sigh of relief). I highly highly highly recommend working with Vanessa and her team.”
Vivek Sodera
Co-Founder @ Superhuman

"I literally love the Kruze team. Every part of it. Everyone on the Kruze team cared deeply about our success. Kruze helped us all the way through our journey - from our seed round to our A to our eventual acquisition by a public company. Real professional tax and due diligence advisory made all the difference. I highly recommend startups choose Kruze for the consulting you’ll need as you raise venture capital, grow and get ready for a big exit."​

Omar Tawakol
Founder & CEO at Voicea, acquired by Cisco

What makes Kruze Consulting different?
• 100% focused on startups
• Trusted by top VCs to manage their portfolio companies’ finances
• Low-cost, high quality leader
• Books, taxes, CFO and controller services, HR consulting, systems set up and more
• Inc 5000 fastest growing private company 2 years in a row

Kruze knows how to de-risk your startup’s next venture capital round.

Get in touch today to see if we can help you on your startup's journey

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