Financial Analyst

We're looking for a highly analytical, systems-minded Financial Analyst to serve as the financial architect of a growing private club organization.

This is not a transactional accounting role. You will operate as a high-level individual contributor responsible for building financial clarity, modernizing reporting systems, and partnering with operational leaders to drive disciplined, data-driven decisions.

You will report directly to executive leadership and provide structured financial insights that support long-term sustainability, capital planning, and operational performance. The goal is to transition from reactive reporting to a structured, systems-first operating model.

If you enjoy building financial infrastructure from the ground up and turning messy operational data into board-ready clarity, this role is a strong fit.

Why You'll Want to Join

You will be paid in USD (bi-monthly: every 15th and 30th)

Paid Time Off in accordance with company policy

Observance of Holidays per company guidelines

100% remote setup so you can work wherever you feel productive

High-visibility role with direct executive and board interaction

Opportunity to modernize financial systems inside an established organization

Ownership over reporting, modeling, and capital planning

What You'll Work On

Strategic FP&A and Business Partnering

Build and formalize a structured monthly reporting package including full financial statements and department-level Budget versus Actual reports

Partner with department leaders to extract operational data and standardize reporting workflows

Develop scenario models to guide pricing, membership, and program decisions

Provide board-ready financial presentations and insights

Capital Planning and Project Oversight

Manage multi-year capital expenditure budgets

Oversee project-level cash flow tracking and variance analysis

Review vendor contracts and monitor milestone-based spending

Maintain a rolling 13-week cash flow forecast to ensure liquidity planning

Financial Integrity and Systems Leadership

Maintain audit-ready financial records and oversee tax compliance coordination

Monitor loan covenant compliance and lender reporting requirements

Serve as the internal systems lead for Jonas Club Software, owning accounting modules including A/P, A/R, member billing, fixed asset schedules, and financial reporting

Improve data integrity across Jonas POS and accounting systems

Identify and automate manual reconciliation processes using Jonas reporting tools and Excel-based workflows

Risk and Insurance Oversight

Lead annual insurance renewal processes

Partner with brokers to evaluate coverage and cost impact

Analyze premium shifts and their effect on the operating budget

What You Bring

5+ years of experience in strategic finance or FP&A

Experience in recurring revenue environments such as membership models, subscriptions, SaaS, or similar

Advanced Excel proficiency including financial modeling, multi-tab reporting structures, and variance analysis

Hands-on experience with Jonas Club Software or comparable club management and accounting platforms such as Clubessential, Northstar, or similar

Strong understanding of three-statement financial reporting

Experience building financial systems or reporting infrastructure from scratch

Ability to translate operational data into executive-level insights

Strong written and verbal communication skills

Comfort presenting to senior leadership or board-level stakeholders

Nice to Have

Experience in private clubs, hospitality, or service-based organizations

Familiarity with Jonas Club Software accounting modules including fixed asset depreciation, interim financial statements, and POS reconciliation

Experience managing capital projects or multi-year budgets

Background improving financial workflows through automation

How to Apply

Please include:

Your updated resume

A short Loom video (1 to 2 minutes) explaining a financial reporting system or modeling framework you built and how it improved decision-making

Only candidates who submit a Loom video will be moved to the next step of the hiring process.

If you are structured, detail-oriented, and capable of building financial clarity inside an operationally complex environment, this role offers executive visibility and the opportunity to architect long-term financial systems that actually get used.

Application Process Overview

Our comprehensive selection process ensures we find the right fit for both you and our clients:

Initial Application - Submit your application and complete our prequalifying questions

Video Introduction - Record an video introduction to showcase your communication skills and work experience

Role-Specific Assessment - Complete a homework assignment tailored to the position (if applicable)

Recruitment Interview - Initial screening with our talent team

Executive Interview - Meet with senior leadership to discuss role alignment

Client Interview - Final interview with the client team you'd be supporting

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