Job Description
📋 Description Understand client situations, simplify models, and implement client data in the environment Provide detailed analysis on budgeting, forecasting, planning, and reporting Manage, interpret, and validate customer data to improve service quality Recommend process changes to optimize procedures and outcomes Build long-term relationships with customers and gather reporting requirements 🎯 Requirements 3-5 years in customer-facing roles with finance/accounting background Advanced Excel skills: formulas, VLOOKUP, Pivot Tables, Power Query, complex models Strong communication and relationship-building with CFOs, VPs, and finance leaders Bachelor's degree or equivalent experience Spanish fluency is a plus 🎁 Benefits Collaborative, team-oriented environment; own your schedule in your local time zone Base salary target: $90-110k USD per year Meaningful equity 401(k) with up to 4% match and HSA/FSA options 100% paid medical, dental, and vision for employees $540/year toward glasses/contacts
