Full-Time

Product Associate: Financial Modeler

Confirmed live in the last 24 hours

LiveFlow

LiveFlow

11-50 employees

Automates financial reporting and analysis

Fintech
Financial Services

Junior, Mid

Remote in USA

Category
Product Management
Product Operations
Product
Required Skills
Data Analysis
Excel/Numbers/Sheets
Requirements
  • Expert-level proficiency in Excel and Google Sheets
  • Strong understanding of financial reporting, accounting principles, and data analysis.
  • Ability to work independently and manage multiple projects in a fast-paced environment.
  • Excellent communication skills and attention to detail.
Responsibilities
  • Build, enhance, and maintain a robust library of 100+ Excel and Google Sheets templates focused on financial reporting and analysis.
  • Collaborate with accounting firms and finance teams to understand their reporting challenges and translate them into intuitive, user-friendly templates.
  • Continuously improve the quality of our templates based on customer feedback and industry best practices.
  • Stay ahead of trends in financial reporting and ensure our templates are cutting-edge and aligned with market needs.
  • Provide clear instructions and documentation for each template, ensuring users can easily adopt and customize them.

LiveFlow transforms Google Sheets and Excel spreadsheets into real-time financial planning and analysis dashboards. It primarily serves small to medium-sized businesses and accounting firms that use QuickBooks Online for financial management. By integrating with QuickBooks Online, LiveFlow automates the financial reporting process, allowing users to create dashboards that compare budgets to actuals and consolidate data from multiple entities. This reduces the manual effort and time needed for financial reporting. LiveFlow operates on a subscription model, providing clients access to over 100 reporting templates, automatic data refresh, and customizable financial models. Its platform features live data updates and customizable reports, making it user-friendly for businesses aiming to improve their financial reporting and analysis.

Company Stage

Series A

Total Funding

$20.7M

Headquarters

Redwood City, California

Founded

2020

Growth & Insights
Headcount

6 month growth

↑ 88%

1 year growth

↑ 62%

2 year growth

↑ 261%
Simplify Jobs

Simplify's Take

What believers are saying

  • Integration with AI tools enhances real-time insights and predictive capabilities.
  • Growing remote work trend increases demand for cloud-based financial solutions.
  • Open banking APIs allow seamless integration with various financial platforms.

What critics are saying

  • Integration with Xero may increase competition with existing Xero partners.
  • Expansion into the U.S. market could lead to regulatory compliance challenges.
  • Reliance on QuickBooks Online poses risks if Intuit changes API policies.

What makes LiveFlow unique

  • LiveFlow automates financial workflows, reducing manual effort for finance professionals.
  • It transforms Google Sheets into real-time FP&A dashboards, enhancing productivity.
  • LiveFlow integrates directly with QuickBooks Online, streamlining financial reporting processes.

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