Financial Services Administrator managing client servicing tasks in the financial services sector. Ensuring administration for life, pensions, and investments is completed effectively.
About the role
- Financial Analyst assisting in internal operations with financial data analysis at data protection innovator Virtru. Collaborate with accounting and business operations teams.
Responsibilities
- Update and maintain financial model for Virtru
- Support and implement financial planning software with the goal of creating scalability
- Report monthly financial results against budgets and forecasts to Finance and Business unit leaders
- Prepare analyses supporting strategic business plans and initiatives by utilizing and building detailed and dynamic financial models
- Prepare financial components of executive level business reviews
- Manage ad hoc financial analyses based on business demand
- Assist with preparation of annual budget, monthly forecasts, and strategic planning models
- Use technologies such as Salesforce, Netsuite, Tableau, Ramp, Google G Suite, Microsoft Excel
Requirements
- A Bachelor's degree (BA/BS) or equivalent educational background is preferred.
- Strong proficiency in Excel
- Staying organized and maintaining high accuracy
- Ability to make informed decisions based off of data
- Possess the ability to learn quickly and embrace change
- A positive attitude and a strong work ethic
- Desire to work for a high growth start up, and okay with the changes that come along the way
Benefits
- A Flexible PTO policy — we strongly encourage you to take time off (in addition to 14 holidays) to ensure that you are getting the proper time needed to unplug and recharge.
- A $1,500 annual Learning & Development Stipend focused on providing you the resources to continually learn and professionally grow.
- Frequent company-sponsored team celebrations that provide ample opportunities to connect with teammates and be social!
- Access to an Employee Assistance Program
- Access to Headspace, a mental health app tailored to your specific needs.
- A flat 3% contribution to your retirement account
- A high degree of flexibility — Have an appointment, errand, or family emergency to take care of? Hop to it! We give you the time and space to take care of you and your own first.
- Competitive compensation
- Generous parental, medical, and bereavement policies
- 401K contribution and stock options
- Full medical, dental, and vision benefits
- New Hire Swag and IT Welcome boxes
- Structured semi-annual 360° performance reviews
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