Senior Financial Planning & Analyst

This is a fully remote position, open to applicants in Philippines.

📋 Description

• Advanced Financial Modeling & Forecasting

• - Dynamic Modeling: Create, maintain, and review intricate three-statement financial models from the ground up, customized to meet specific industry requirements (e.g., cohort analysis for SaaS, project-oriented models for Real Estate).

• - Liquidity Management: Oversee the 13-week rolling cash flow forecast process, ensuring that clients possess real-time insight into their financial runway and capital needs.

• - Scenario Planning: Create "What-If" models to stress-test business assumptions related to hiring, pricing changes, and market fluctuations.

• Strategic Insight & Reporting

• - Executive Dashboards: Develop and automate high-quality, client-ready visual dashboards (using Excel, Power BI, or specialized FP&A software) that showcase North Star metrics and KPIs.

• - Variance Analysis: Perform thorough monthly variance analysis (Actual vs. Budget/Forecast), offering narrative explanations that delve into the "why" beyond the "what."

• - CFO Preparation: Prepare executive summaries and talking points for board-level discussions, ensuring the Founder is thoroughly briefed for all client interactions.

• Systems Architecture & AI Integration

• - Process Optimization: Standardize financial workflows across the firm’s client portfolio to ensure scalability and uniformity.

• - AI & Automation: Proactively incorporate AI tools (ChatGPT, Claude, specialized LLMs) and Excel automation (Power Query/VBA) to significantly minimize manual data entry and enhance analytical efficiency.

• - Data Integrity: Review client accounting files (QuickBooks Online, Xero) to confirm that data structures facilitate precise financial reporting.

• Advisory Support

• - Strategic Initiatives: Spearhead ad-hoc projects such as unit economics analysis, customer acquisition cost (CAC) versus LTV studies, and margin optimization strategies.

• - Gap Identification: Actively identify financial risks or operational inefficiencies within client organizations and propose structured solutions without prompting.

⛳️ Requirements

• Education: Bachelor’s degree in Finance, Accounting, or Economics. CFA, CPA, or MBA is highly preferred.

• Experience: 5–8+ years in FP&A, Investment Banking, or Corporate Finance. Experience in a Fractional CFO or multi-client setting is a considerable advantage.

• Industry Expertise: Established track record in at least two of the following areas:

• - SaaS/Tech: Knowledge of MRR, Churn, and CAC.

• - Real Estate: Understanding of Cap Rates, IRR, and development draws.

• - Professional Services: Familiarity with utilization rates and project margins.

• Tech Stack:

• - Expert Level: Microsoft Excel (Index/Match, Power Pivot, Lambda, and complex nesting).

• - Proficient: QuickBooks Online, Xero, and Sage Intacct.

• - Modern Tools: Experience with AI-driven analysis and data visualization tools (Tableau/Power BI).

• Market Context: In-depth knowledge of US GAAP and the operational specifics of US-based SMBs.

🏝️ Benefits

• $400 Placement Bonus after successfully completing your first 30 days with your first MOD client

• Independent Contractor Referral Program – Earn up to $330 for every successful referral

• MOD Cash Advance Program available after 6 months of active service with MOD client/s

• Comprehensive HMO Coverage for you and 1 dependent, starting after 6 months of active service with MOD client/s

• Dental Benefits through Maxicare Dental Hub

• Optical Reimbursement for HMO principal members

• Group Life Insurance with Accidental Death & Dismemberment coverage

• Maternity Reimbursement for both normal and Caesarean delivery

• 6 Paid US Holidays

• 7 Additional Vacation Leave Credits after 10 months of active service with the current MOD client

• 7 Additional Sick Leave Credits after 1 year of active service with the current MOD client/s

• Unlimited Upskilling Opportunities through MODUniversity

• Mentorship and collaboration with global leaders and teams

• Clear career advancement pathways within the organization

• Diverse, inclusive, and supportive workplace environment