Full-Time

Product Associate: Financial Modeler

Posted on 9/14/2024

LiveFlow

LiveFlow

11-50 employees

Automates financial reporting for businesses

No salary listed

Junior, Mid

Remote in USA

Category
Product Management
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.
Desired Qualifications
  • Customer-Focused: You have a knack for understanding customer needs and translating them into solutions that deliver real value.
  • Fast-Paced & Results-Driven: You thrive in a dynamic environment with tight deadlines and can juggle multiple priorities without missing a beat.
  • Problem Solver: You enjoy finding creative solutions to complex reporting challenges.

LiveFlow transforms Google Sheets and Excel spreadsheets into real-time financial planning and analysis dashboards, primarily for small to medium-sized businesses and accounting firms using QuickBooks Online. The platform automates financial reporting by integrating directly with QuickBooks, allowing users to create dashboards that compare budgets to actuals, consolidate data from multiple entities, and access detailed financial information without leaving their spreadsheet environment. This automation significantly reduces the time and effort needed for financial reporting. LiveFlow operates on a subscription model, offering clients access to over 100 reporting templates, automatic data refreshes, and customizable financial models. Key features include live data updates and the ability to customize reports easily. LiveFlow aims to simplify financial reporting and analysis, making it more efficient for businesses.

Company Size

11-50

Company Stage

Series A

Total Funding

$21.3M

Headquarters

Redwood City, California

Founded

2020

Simplify Jobs

Simplify's Take

What believers are saying

  • Integration with AI tools enhances real-time insights and predictive capabilities.
  • The rise of remote work increases demand for cloud-based financial solutions.
  • Open banking trends facilitate easier integration with financial data sources.

What critics are saying

  • Increased competition from fintech startups like Fathom and Spotlight Reporting.
  • Reliance on QuickBooks Online could be disrupted by changes in its API.
  • U.S. expansion plans may face regulatory hurdles and local competition.

What makes LiveFlow unique

  • LiveFlow automates financial workflows, reducing manual effort for finance professionals.
  • It transforms Google Sheets and Excel into real-time FP&A dashboards.
  • LiveFlow integrates directly with QuickBooks Online for seamless financial data consolidation.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Retirement Plan

Unlimited Paid Time Off

Paid Vacation

Company Equity

Growth & Insights and Company News

Headcount

6 month growth

↑ 14%

1 year growth

↓ -6%

2 year growth

↑ 11%
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Sep 27th, 2024
Ex-Revolut Leaders Launch AI Accounting Startup LiveFlow

Founded by Lasse Kalkar and Anita Koimur, both of whom held senior positions at Revolut, LiveFlow raised a $13.5 million Series A led by Valar Ventures, with plans to expand in the U.S.

LiveFlow
Sep 25th, 2024
LiveFlow Raises $13.5 million Series A to modernize accounting and inspire the next generation of accountants | LiveFlow

LiveFlow raised $13.5 million in Series A funding and launched LiveFlow Next. The new platform offers advanced tools for Financial Reporting and Analysis. The company plans to expand its New York team and invest in R&D.

Finance Director Europe
Sep 25th, 2024
LiveFlow secures $13.5m for finance and accounting automation platform

In addition to the new capital raise, LiveFlow unveiled a platform, dubbed LiveFlow Next.

Finsmes
Sep 24th, 2024
LiveFlow Raises $13.5M in Series A Funding

LiveFlow, a NYC-based provider of an intelligent finance and accounting automation platform, raised $13.5M in Series A funding.

Manchester Times
Aug 12th, 2024
LiveFlow Launches Integration with Xero for Accounting Firms and Businesses

LiveFlow, a leading financial automation platform, announced today the launch of its highly anticipated integration with Xero.

INACTIVE