Financial Analyst, Happy Money

• Bachelor’s degree in finance, business, economics or similar discipline
• 1-3 years of experience in finance, FP&A, business strategy, or strategic planning
• Ability to analyze large data sets and translate insights into actionable recommendations
• Strong financial modeling skills, with proficiency in Microsoft Excel or Google Sheets
• Ability to convey drivers of business performance and next steps in written and verbal communications
• Highly organized and detail-oriented, capable of managing multiple priorities in a fast-paced environment

Desirable

• The financial analyst will work in our accounting and finance team, focusing on forecasting, budgeting, and financial reporting for Happy Money
• The finance team works closely across all departments to identify business needs and opportunities, review financial performance and forecast future performance
• Develop and enhance financial reporting to provide key stakeholders with visibility into company performance and expense management
• Support forecasting and budgeting processes, working closely with department leads to ensure accurate financial projections
• Analyze monthly and quarterly financial performance, identifying key trends, variances, and business drivers
• Create dynamic financial models to support business planning and scenario analysis
• Partner with business leaders to track key performance indicators (KPIs), providing data-driven recommendations
• Contribute to cash flow, balance sheet, and long-term financial planning initiatives
• Support corporate financial deliverables, including business reviews and board presentations
• Assist in month-end and quarter-end financial close processes, collaborating with Accounting to analyze financial results