Full-Time

Financial Analyst

Collective Hub

Collective Hub

201-500 employees

Online financial concierge for self-employed individuals

Data & Analytics

$120000 - $145000

Stock Options

Junior, Mid, Senior

Remote in USA

Required Skills
Communications
SQL
Operations Research
Data Analysis
Requirements
  • Bachelor's degree in Business, Finance, Economics, Statistics, a related quantitative field, or equivalent practical experience.
  • 3-5 years of experience in financial planning & analysis, business intelligence, or related roles.
  • Strong modeling & analysis skills, including budgeting, forecasting, and cost optimization.
  • Experience or interest coupled with relevant skills in operations management. Operations research experience (e.g. process design / process optimization) would be considered favorably.
  • Competence in manipulating large data sets using SQL.
  • Substantial proficiency in analysis tools and methods (Sheets/Excel, BI platforms, data visualization, & statistics).
  • Excellent written and verbal communication skills, with the ability to convey complex data insights to non-technical stakeholders and work cross-functionally.
  • Extensive problem-solving and critical-thinking abilities.
  • Keen attention to detail and accuracy of work.
  • Track record of continuous improvement (Kaizen) mentality.
Responsibilities
  • Analysis: Analyze data to uncover actionable insight, trends, and patterns that inform business strategies and decision-making.
  • Modeling: Build sophisticated models, perform scenario analyses, and generate reliable operational forecasts of headcount, vendor spend, production planning, and member retention.
  • Reporting: Collaborate with business stakeholders to design and build impactful, intuitive dashboards and reports.
  • Business Intelligence: Partner with engineering to develop data models and standards in order to build analytics-ready, SQL-based data sources.
  • Strategic Insights: Provide and educate the business with strategic insights to create operational efficiencies, improve member experience and drive retention.
  • Financial Planning: Support the financial reporting cadence with on time and accurate inputs to support the budget vs. actual and forecasting process.

Company Stage

Series A

Total Funding

$78.7M

Headquarters

San Francisco, California

Founded

2020

Growth & Insights
Headcount

6 month growth

24%

1 year growth

114%

2 year growth

236%