Full-Time

Associate Financial Consultant

Posted on 1/26/2025

Mosaic.tech

Mosaic.tech

51-200 employees

Budgeting and planning tool for businesses

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
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 Size

51-200

Company Stage

Acquired

Total Funding

$72.3M

Headquarters

San Diego, California

Founded

2019

Simplify Jobs

Simplify's Take

What believers are saying

  • Mosaic raised $26M Series C to expand strategic finance capabilities.
  • Increased demand for real-time financial analytics boosts Mosaic's market potential.
  • Growing interest in ESG metrics aligns with Mosaic's financial planning capabilities.

What critics are saying

  • HiBob's acquisition may lead to strategic shifts affecting Mosaic's customer base.
  • Name confusion with MosaicML could impact brand recognition and customer acquisition.
  • Aon partnership may divert resources from core financial planning services.

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.

Help us improve and share your feedback! Did you find this helpful?

Benefits

Remote Work Options

Growth & Insights and Company News

Headcount

6 month growth

-1%

1 year growth

-3%

2 year growth

0%
InfoWorld
Jun 26th, 2023
Databricks’ $1.3 billion MosiacML acquisition to boost generative AI offerings | InfoWorld

Data lakehouse provider Databricks on Monday said that it was acquiring large language model (LLM) and model-training software provider MosiacML for $1.3 billion in order to boost its generative AI offerings.

Mosaic
Jun 8th, 2023
Mosaic Raises $26M Series C to Expand the Vision of Strategic Finance

Mosaic raised a $26M Series C from OMERS Ventures, with participation from Founders Fund, General Catalyst, and Friends and Family Capital. Learn what that means for the future of strategic finance.

TechCrunch
Jun 7th, 2023
Mosaic raises $26M to help inform companies' financial decisions

Mosaic, a startup building financial planning software, has raised $26 million in venture capital.

Google News
Apr 18th, 2023
Mosaic Metric Builder -- The Easiest Way to Build, Analyze, and Plan Custom Financial and Operational Metrics

Mosaic, maker of the world's first Strategic Finance Platform, today announced the launch of a new advancement within its platform, Metric Builder.

Intelligent Insurer
Jan 11th, 2023
Aon, Mosaic team up on innovative ESG-focused fund-insurance platform

Global broker Aon and specialty re/insurer Mosaic have teamed up with financial services provider Apex to launch an innovative ESG-focused fund-insurance platform.

INACTIVE