Job description

About FinStrat Management FinStrat Management is a fractional CFO firm built for venture-backed startups. We turn accounting into insight and finance into action: clear, timely, and confident enough to stand behind in any board or investor conversation. FP&A at FSM is not a reporting function. It is a strategic partner to every founder we serve. About the Role The Senior Financial Analyst owns the financial model, structured data, and reporting cadence for a portfolio of FSM clients. This role will be heavily involved in FSM’s data and AI transformation project: standardized models connected to a live centralized data layer, AI-driven analysis, dashboarding and reporting, and a clear migration path to AWS QuickSight as our long-term reporting platform. You will use AI to move faster and smarter, while remaining fully accountable for the judgment behind every number and verifying all reporting. What You Will Do • Own the financial model and reporting cadence for a portfolio of clients, covering actuals, budget, and rolling forecast. • Build and maintain standardized, live connected Excel models, ensuring FSM best model principles are followed. • Direct, review, and take ownership of every model change made, using AI to speed up variance analysis, commentary drafting, and reporting packs while remaining fully accountable for the output. • Produce fast turnaround, presentation-ready dashboards for urgent client requests, and support each client’s migration to AWS QuickSight as their permanent BI platform. • Deliver actuals versus budget versus forecast reporting with clear, CFO-ready narrative: not just a variance table, but the 'so what' and 'what next' a founder can act on. • Partner directly with CFOs, divisional heads, and clients as a trusted advisor, surfacing the questions the business needs to answer before the market forces the issue. • Work within FSM’s centralized data infrastructure (Syncari and AWS S3), flagging data quality issues to financial controllers and your pod rather than owning the pipeline directly. • Be prepared to continually improve your technical skills to ensure we provide the best service possible for our clients. • Manage competing deadlines across multiple clients and industries, with a strong preference for SaaS. What We Are Looking For • 3 to 6 years of professional experience in financial planning and analysis or a related field. • Proven experience building financial models from scratch in Microsoft Excel, not just populating templates. • Comfort directing AI tools such as Claude as part of a financial modelling and reporting workflow, with a willingness to pursue formal certification. • Experience producing client-facing dashboards or reporting packs; exposure to AWS QuickSight or a similar modern BI platform is a strong plus. • A track record of managing multiple clients at once, ideally around five at a time, with strong prioritization skills. • Solid working knowledge of US GAAP and the core financial statements: income statement, balance sheet, and cash flow. • Must speak English proficiently. • Strong written and verbal communication skills, with the ability to turn numbers into a narrative a non-financial founder can act on. • Proven ability to work US business hours, with at least six hours of daily overlap. • SaaS industry experience strongly preferred. • Benefits and Perks • Compensation commensurate with experience • Unlimited vacation • Ongoing education and training • Bonuses

Requirements

Must-haves

Own the financial model and reporting cadence for a portfolio of clients, covering actuals, budget, and rolling forecast.
Build and maintain standardized, live connected Excel models, ensuring FSM best model principles are followed.
Direct, review, and take ownership of every model change made, using AI to speed up variance analysis, commentary drafting, and reporting packs while remaining fully accountable for the output.
Produce fast turnaround, presentation-ready dashboards for urgent client requests, and support each client’s migration to AWS QuickSight as their permanent BI platform.
Deliver actuals versus budget versus forecast reporting with clear, CFO-ready narrative: not just a variance table, but the 'so what' and 'what next' a founder can act on.
Partner directly with CFOs, divisional heads, and clients as a trusted advisor, surfacing the questions the business needs to answer before the market forces the issue.
Work within FSM’s centralized data infrastructure (Syncari and AWS S3), flagging data quality issues to financial controllers and your pod rather than owning the pipeline directly.
Be prepared to continually improve your technical skills to ensure we provide the best service possible for our clients.
Manage competing deadlines across multiple clients and industries, with a strong preference for SaaS.
What We Are Looking For
3 to 6 years of professional experience in financial planning and analysis or a related field.
Proven experience building financial models from scratch in Microsoft Excel, not just populating templates.
Comfort directing AI tools such as Claude as part of a financial modelling and reporting workflow, with a willingness to pursue formal certification.
Experience producing client-facing dashboards or reporting packs; exposure to AWS QuickSight or a similar modern BI platform is a strong plus.
A track record of managing multiple clients at once, ideally around five at a time, with strong prioritization skills.
Solid working knowledge of US GAAP and the core financial statements: income statement, balance sheet, and cash flow.
Must speak English proficiently.
Strong written and verbal communication skills, with the ability to turn numbers into a narrative a non-financial founder can act on.
Proven ability to work US business hours, with at least six hours of daily overlap.

Nice-to-haves

SaaS industry experience strongly preferred.

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