CPM Advisory Group Hiring for Finance Analyst (Startups – REMOTE) Job at Remote Full Time

We are looking for a financial analyst and data junkie to join our team. Ideal candidates are analytical, inquisitive, and enjoy diving into financial data to identify key performance drivers and fresh insights. We believe data is meaningless if it doesn’t tell a larger story. Candidates should be skilled in presenting financial results clearly with high-impact visualizations and other presentation tools. This is a client-facing role and candidates should be confident leading client discussions independently or alongside other CPM team members. Candidates with early-stage startup experience in accounting, finance, or FP&A roles are preferred, as are candidates with client-service experience and SaaS industry experience.

CPM Advisory is redefining the “finance department” for early-stage companies and VC-backed startups. We deliver high-caliber accounting/finance leadership and support to entrepreneurs and management teams building scalable, high-growth companies. Our clients are actively managing cash burn, measuring performance, reporting to investors, making capital allocation decisions, and preparing for fundraising. All of that takes expertise and time that founders don’t have and can’t afford to hire for. CPM closes the gap with flexible, fixed-fee support packages that provide fractional leadership and operational support from CFOs, Controllers, FP&A Managers, and Accounting Managers.

What You’ll Do

• Build financial dashboards that use visualization to communicate results and tell a “story”
• Prepare and present comprehensive monthly financial reports to multiple clients, including all financial statements, trend reporting, budget vs. actual reporting, and key metrics
• Develop assumptions-driven financial models that empower clients to forecast company performance, assess headcount and resource needs, manage runway, and plan for fundraising
• Work closely with client teams to understand their business and key performance drivers
• Prepare detailed reporting on unit economics and margin analysis
• Lead annual and quarterly budgeting process for multiple clients
• Collaborate with accounting teams to understand underlying data
• Perform ad-hoc analysis for clients on pricing strategy, margin sensitivity, cash burn scenarios, etc.
• Ensure all forward-looking models and analysis is accessible and built with investors in mind

What You’ll Need

• 7+ years’ experience in financial planning, analysis, and reporting
• Bachelor’s degree in Accounting or Finance with specific knowledge of GAAP/accrual principles
• Expertise with cloud-based accounting and reporting systems
• Highly organized with ability to prioritize work, meet deadlines and manage multiple clients
• Strong analytical and advanced Excel skills as well as excellent written and verbal communication
• Ability to work independently, as well as collaborate with a virtual team
• Exceptional analytical, reasoning, and problem-solving skills
• Aligned as a partner with client team and known for polished, professional presentation

What We Offer:

• Competitive salary with incentive compensation
• Full medical, dental, and vision benefits
• 401(k) plan with employer match
• Stipend for continued professional development
• Role is 100% remote

All applicants must be authorized to work in the United States.