Added
18 days ago
Type
Full time
Salary
Salary not provided

Related skills

hubspot sql tableau ai excel
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πŸ“‹ Description

  • Lead budgeting and forecasting (P&L, cash flow, balance sheet)
  • Build and maintain financial models, templates, dashboards tracking spend and costs
  • Analyze SaaS and business metrics; translate into actionable recommendations
  • Advise stakeholders on financial insights to improve performance
  • Lead deep-dive customer analysis (bookings, retention, churn) for strategy
  • Partner with Sales, Revenue Ops, Legal, and Finance to design comp and pricing plans

🎯 Requirements

  • Advanced Excel: pivot tables, macros, complex data work
  • PowerPoint for executive presentations
  • Experience building financial models and dashboards using Tableau
  • Familiarity with Workday Financials and HubSpot CRM
  • Comfort with SQL or similar tools to pull and analyze data
  • Genuine interest in using AI tools to improve financial work

🎁 Benefits

  • Annual development stipend of $2,000
  • Mentorship program available immediately
  • Sabbatical after 5 years of service
  • 401(k) plan with employer matching
  • Signing stipend for a work-from-home setup
  • Flexible PTO (11 holidays and your birthday off)
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