Senior Financial Analyst, Clair

• Our ideal candidate is highly motivated, analytical, and curious
• A team player and confident business partner, capable of driving action cross-functionally and outstanding at analyzing data and producing actionable insights
• This person is comfortable operating on a small team with a high bar for operational excellence
• You likely bring a combination of investment banking experience, with additional time at early-stage startups being a strong plus
• Bachelor's degree in Finance, Economics, Accounting, or related field
• 2+ years of experience in investment banking
• Additional experience at early-stage startups preferred but not required, especially fintech/software/SaaS organizations
• Strong financial modeling skills with understanding of forecasting methodologies
• Proficiency in Excel, Google Suite, SQL, and financial planning tools (e.g., Pigment, Anaplan, Planful)
• Experience building and maintaining detailed financial and operating models
• Understanding of unit economics and business models
• Excellent analytical and problem-solving skills with solid communication abilities
• Strong attention to detail with the ability to manage multiple priorities in a fast-paced environment
• Team player mentality, with a "no task is too small" attitude

Desirable

• We're seeking a Senior Financial Analyst with deep modeling experience to join our growing team
• Reporting to the VP of Finance & Operations, you'll execute key financial analyses and day-to-day activities that inform our planning and forecasting processes
• You'll also collaborate with cross-functional partners to drive data-informed business decisions
• Execute on the financial analysis needed to support Clair’s strategy
• Build and maintain unit economics models for existing business lines
• Prepare financial materials to support fundraising efforts
• Analyze data to evaluate market opportunities and partnerships
• Execute and maintain financial models, forecasts, and budgets on a day-to-day basis
• Perform detailed variance analysis and provide inputs to support strategic planning
• Assist in the budgeting process by preparing detailed, bottoms-up annual budgets and monthly rolling forecasts
• Prepare materials for monthly financial review meetings and support discussions with cross-functional partners
• Support month-end close and reporting processes, working closely with accounting to ensure data accuracy
• Compile insights and commentary on company results relative to plan/forecast
• Create detailed financial analyses and data for KPI dashboards
• Support quarterly business reviews with Clair’s partners by preparing unit economics and growth metrics analyses
• Build scenario models to assess impact on company financial performance
• Work with cross-functional teams (Partnerships, Operations, Marketing, Product, etc.) to gather data on key initiatives
• Analyze resource allocation and provide inputs
• Build positive working relationships with G&A partners to facilitate data collection and insights
• Develop understanding of business drivers to ensure your analyses align with company objectives
• Identify opportunities for process improvements in day-to-day financial operations
• Execute on initiatives to reduce inefficiencies and improve operational excellence
• Build and maintain automated reporting for routine financial tasks
• Support the implementation of financial systems by ensuring data integrity and accuracy