Financial Analyst, Relay
+ Equity
Online business banking and money management
Job no longer available
Online business banking and money management
101-200 employees
Job no longer available
+ Equity
101-200 employees
Company mission
To increase the success rate of small businesses.
Role
Who you are
- You have 2+ years of experience in Accounting and FP&A
- You have a Bachelor's degree in Accounting, Finance, or a related field
- You have a CPA or actively pursuing it
- You excel in verbal and written communication, effectively conveying complex information with clarity
- You have a keen eye for detail and take pride in delivering error-free, concise, and accurate work
- You’re analytical and make decisions based on timely and accurate analysis
- You have a team player mindset – our team is small and mighty, and we collaborate constantly
- You’re a self-starter with a growth mindset and thrive in a fast-paced, scrappy environment
Desirable
- You have prior experience in B2B SaaS, fintech or a neobank
- You have experience or working knowledge with accounting tools (e.g. Xero, Dext, Expensify, etc.)
What the job involves
- Relay is entering an exciting new chapter of growth, and we’re looking for a Financial Analyst to help scale our Finance team. Reporting to the Director of Finance, this role will focus on supporting both Accounting Operations and FP&A processes that contribute to driving Relay’s success
- You’ll work cross-functionally across all departments at Relay to ensure compliance with accounting policies, enhance operational efficiency, and provide financial insights that align with target KPIs and influence key business decisions
- Support month-end, quarter-end, and year-end close processes to ensure accurate and timely financial reporting
- Assist in audit preparation and support for the first-year audit for Fiscal Year 2024
- Assist in documenting and improving financial processes, strengthening internal controls, and identifying opportunities for process automation
- Manage and optimize financial incentive programs to drive performance within Sales and Marketing teams
- Conduct variance analysis (actual vs. budget) and deliver insights on business performance
- Support the maintenance of financial models for forecasting, budgeting, and long-term planning
- Enable strategic decision-making by supporting financial analysis and scenario planning
- Contribute to a variety of projects, including strategic financial support, contract management, cost analysis for potential savings, and financial data analysis to support “big bet” initiatives
Application process
- Stage 1: A 30-minute Google Meets video call with the Director of Finance
- Stage 2: A take-home case study followed by a 60-minute presentation to our Finance team
- Stage 3: A 30-minute Google Meets video call with a member of the Leadership team
Our take
Traditional banking options can feel outdated and tedious, especially if this includes in-person visits and waiting in line. This has led to the rise of online banking - but lots of smaller companies have to navigate multiple complicated applications in order to manage this business banking.
This is what Relay aims to fix. Its no-fee, online banking and money management platform looking to tackle financial complexity for SMBs. The company's goal is to fully automate the finance function using banking that deeply integrates into back-office systems. Its software is designed to affordably increase financial clarity and security, reducing the time spent on administrative tasks.
Relay is focused on its long-term goals and plans to scale up distribution and grow in sales, marketing, customer support, operations, engineering and product. The company currently serves thousands of SMBs across the US with the goal to get 100,000 small businesses over the next few years.
Freddie
Company Specialist at Welcome to the Jungle
Insights
58% employee growth in 12 months
Company
Funding (last 2 of 3 rounds)
May 2024
$32.2m
SERIES B
May 2021
$15m
SERIES A
Total funding: $51.7m
Company benefits
- Extended Benefits/Health Insurance
- Health and Wellness Spending Account
- Mental Health Benefits/Employee Assistance Program
- Vision + Dental
- Life Insurance
- Paid Vacation
- Personal/Sick Days
- Holiday Shutdown Period
- Bereavement/Religious Holidays
- Competitive Salary
- Meaningful Equity, Stock Options Program
- Flexible Work Environment
- Dog Friendly Office
- Employee Purchasing Program for Equipment
- Birthday + Anniversary Perks
Company HQ
St. Lawrence, Toronto, ON
Leadership
Yoseph West
(CEO)A range of experience including as CEO at Vuru, Director of Product Engagement at Wave, and Head of Marketing at Hubdoc.
Salary benchmarks
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