Full-Time

Associate Financial Consultant

Confirmed live in the last 24 hours

Mosaic.tech

Mosaic.tech

51-200 employees

Budgeting and planning tool for businesses

Enterprise Software
Fintech

Compensation Overview

$70k - $90kAnnually

Junior, Mid

Remote in USA

Remote work is available for candidates in the USA or Canada. The company headquarters are in Del Mar, California, and teams make biannual trips to San Diego.

Category
Financial Consulting
Consulting
Required Skills
Data Analysis
Investment Banking
Financial Modeling

You match the following Mosaic.tech's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • 2+ years of professional experience working in financial consulting, finance, accounting, investment banking, or a related field.
  • Exceptional analytical skills, including financial modeling and in-depth analysis (modeling exercise will be part of the interview process).
  • Understand the interrelationship between the Income Statement, Balance Sheet, and Cash Flow.
  • Proactive, self-motivated, and takes full ownership of responsibilities.
  • Exceptional communication and interpersonal skills, with the ability to lead conversations.
  • Detail-oriented and highly organized, ensuring tasks are completed efficiently.
  • Quick learner with a strong drive to grow and succeed.
  • Comfortable navigating challenging or unfamiliar situations.
  • Thoughtful and inquisitive, always seeking to understand the purpose behind tasks.
  • Open communicator who knows when to ask for guidance and updates frequently.
  • Previous experience demonstrating autonomy and accountability in their role.
Responsibilities
  • Assist customers with financial model and dashboard creation using the Mosaic Planning and Analytics solution, including multiple budget scenarios, headcount planning, department-level expense forecasting, and other key features.
  • Analyze our customers' models and reporting, quickly understand the assumptions driving the model, and leverage your product expertise to architect and build solutions in Mosaic.
  • Present your solutions and methodologies to the customer to enable them to take the pen on their models and dashboards post-onboarding.
  • Collaborate closely with various teams, including Support and Data Operations, to ensure world-class customer satisfaction.
Desired Qualifications
  • Experience with Enterprise SaaS business models.
  • Experience working in a start-up environment.
  • Experience juggling multiple clients or projects at one time.
  • Experience working with ERP, CRM, Billing & HRIS systems.
  • Basic understanding of data languages, including SQL.
  • PST timezone.

Mosaic provides a budgeting and planning tool that helps businesses improve their financial decision-making. Its software-as-a-service (SaaS) platform allows users, including finance teams and executives, to quickly aggregate and analyze financial data, leading to better strategic planning. By automating routine financial management tasks, Mosaic enables users to focus on more complex analysis and decision-making. Unlike many competitors, Mosaic not only offers a powerful financial tool but also provides a wealth of resources such as blogs, ebooks, and webinars to help businesses enhance their financial operations. The goal of Mosaic is to empower organizations to streamline their financial workflows and achieve their strategic objectives.

Company Stage

Series C

Total Funding

$72.3M

Headquarters

San Diego, California

Founded

2019

Growth & Insights
Headcount

6 month growth

-1%

1 year growth

-2%

2 year growth

0%
Simplify Jobs

Simplify's Take

What believers are saying

  • Mosaic raised $26M in Series C to expand strategic finance capabilities.
  • Growing demand for real-time financial analytics boosts Mosaic's market potential.
  • The rise of AI-driven tools enhances Mosaic's predictive analytics offerings.

What critics are saying

  • Increased competition from Databricks' acquisition of MosaicML.
  • Potential brand confusion with MosaicML impacting customer acquisition.
  • Reliance on venture capital funding pressures Mosaic to deliver rapid growth.

What makes Mosaic.tech unique

  • Mosaic.tech offers one-click integrations and real-time analytics for financial insights.
  • The platform automates tedious financial management tasks, enhancing strategic decision-making.
  • Mosaic's SaaS model provides a steady revenue stream through subscription fees.

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Benefits

Remote Work Options