Financial Analyst
Relay is a digital banking platform that empowers business owners with financial tools and insights. The Financial Analyst will support financial planning, reporting, and performance analysis to drive the company's growth and success.
Responsibilities
- Support monthly and quarterly forecasting by maintaining and refreshing financial models, incorporating actual performance trends and accounting treatment updates
- Manage budget vs. actual tracking and conduct MoM and variance analysis, providing clear commentary to support monthly close and performance reviews
- Support the development of business performance targets, ensuring financial assumptions align with operational drivers
- Contribute to forward-looking scenario modeling and sensitivity analysis to inform data-driven strategic decisions
- Support managing vendor contracts-related financial processes, including spend tracking, cost analysis, and integrating assumptions into forecasting models
- Conduct cohort and segmentation analysis to evaluate KPI performance, revenue trends, and product usage activity
- Maintain dashboards tracking KPIs and operational metrics
- Build SQL queries to analyze customer and product data
- Improve and automate finance processes to increase efficiency and accuracy
- Partner with cross-functional teams to provide financial insights and support decision-making
- Ad hoc projects, analysis, & team support
Skills
- You have 1-3 years of experience in FP&A, corporate finance, consulting, or business analytics
- You have experience in financial modeling, including building and maintaining forecasting and scenario models
- You are proficient in writing SQL and building dashboards to analyze and visualize financial and operational data
- You excel in verbal and written communication, effectively conveying complex information with clarity
- You have a keen eye for detail and take pride in delivering error-free, concise, and accurate work
- You're analytical and make decisions based on timely and accurate analysis
- You have a team player mindset – our team is small and mighty, and we collaborate constantly
- You're a self-starter with a growth mindset and thrive in a fast-paced, scrappy environment where you can make an impact
- You have experience in B2B SaaS, fintech, or a high-growth startup
- You have experience with revenue analytics, cohort analysis, or usage-based business models
- You are familiar with ERP or financial planning systems
Company Overview