Senior Financial Analyst (Remote)

About the Role

We are a fractional CFO / COO firm supporting 5–10 growing startups and small businesses at any time, including companies in medtech, adtech, and multi-location retail / franchise concepts. Our clients are opening new locations, raising capital, testing new pricing and revenue models, and needing real financial insight to make decisions. Most teams have founders, operators, and accountants–but they lack the analyst layer that translates activity into clear financial visibility.

We’re hiring a Senior Financial Analyst who loves financial modeling, turning data into insights, and using modern tools and automation to scale workflows. In this role, you’ll work across several companies (typically 2–4) and help them understand their full financial stack–revenue drivers, cost structure, unit economics, cash runway, and variance to plan. You’ll build and maintain financial models and develop automated workflows that connect models → actuals → insights → decisions. This is a hybrid role blending FP&A, systems thinking, and automation across a diverse portfolio of tech and retail businesses.

Key Responsibilities

1. Build, Own, and Evolve Financial Models

• Build and maintain dynamic 3-statement models for a portfolio of medtech, adtech, and multi-location retail / franchise clients.
• Create models for new locations, pricing changes, sales funnels, hiring plans, and operational scale-up scenarios.
• Translate operational inputs into financial logic : volume → revenue → margins → cash.
• Maintain models as living tools–accurate, flexible, scenario-ready, and tied to reality.
• Use SQL (where helpful) to pull structured data directly into models or dashboards.

2. Revenue Strategy & RevOps Support

3. Capital Planning, Cash Strategy & Project Finance

4. Variance Narratives & Performance Visibility

5. Automation, Tools & Workflow Modernization

Qualifications

Required

Nice-to-Have

What Success Looks Like (in 6 Months)