Senior Financial Planning & Analyst

3 weeks, 1 day ago
Full-time
Senior
Data Science and Analytics

MOD Careers

MOD Careers is a remote hiring and virtual assistant career platform that promotes global talent and remote opportunities, especially for people in Morocco, Peru, and the Philippines. It appears focused on staffing virtual assistants into remote roles with international companies and is tied to MyOutDesk, LLC.

Remote staffing / virtual assistant recruiting / outsourcing

Description

  • Build, maintain, and audit complex three-statement financial models tailored to each client’s industry and operating model.
  • Own the 13-week rolling cash flow forecast process and track client runway and capital requirements.
  • Develop scenario and what-if models to test hiring, pricing, and market volatility assumptions.
  • Design and automate executive dashboards that surface North Star metrics and KPIs for client reporting.
  • Perform monthly variance analysis and explain performance drivers beyond the numbers.
  • Prepare executive summaries and board-level talking points for the founder ahead of client meetings.
  • Standardize financial workflows and improve scalability and consistency across the client base.
  • Integrate AI tools and Excel automation to reduce manual work and increase analytical speed.
  • Audit accounting files in QuickBooks Online and Xero to support accurate financial reporting.
  • Lead ad hoc advisory analyses such as unit economics, CAC vs. LTV, and margin optimization, while proactively identifying risks and inefficiencies.

Requirements

  • Bachelor’s degree in Finance, Accounting, or Economics.
  • CFA, CPA, or MBA is strongly preferred.
  • 5–8+ years of experience in FP&A, Investment Banking, or Corporate Finance.
  • Experience in a fractional CFO or multi-client environment is a strong plus.
  • Proven experience in at least two of the following: SaaS/Tech, Real Estate, or Professional Services.
  • Strong understanding of SaaS metrics such as MRR, churn, and CAC, real estate metrics such as cap rates, IRR, and development draws, or professional services metrics such as utilization rates and project margins.
  • Expert-level Microsoft Excel skills, including Index/Match, Power Pivot, Lambda, and complex nested formulas.
  • Proficiency with QuickBooks Online, Xero, and Sage Intacct.
  • Familiarity with AI-driven analysis tools and data visualization tools such as Tableau or Power BI.
  • Deep familiarity with US GAAP and the operational nuances of US-based SMBs.

Benefits

  • $400 placement bonus after successfully completing the first 30 days with the first MOD client.
  • Independent Contractor Referral Program with earnings of up to $330 for each successful referral.
  • MOD Cash Advance Program available after 6 months of active service.
  • Comprehensive HMO coverage for you and 1 dependent starting after 6 months of active service.
  • Dental benefits through Maxicare Dental Hub.
  • Optical reimbursement for HMO principal members.
  • Group life insurance with accidental death and dismemberment coverage.
  • Maternity reimbursement for normal and Caesarean delivery.
  • 6 paid US holidays, plus 7 additional vacation leave credits after 10 months and 7 additional sick leave credits after 1 year.
  • Unlimited upskilling opportunities through MODUniversity, mentorship with global leaders, and clear career advancement pathways.

Interested in this position?

Apply directly on the company website

Apply Now

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