Financial Analyst

Job Description

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:

1. Your updated resume
2. 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:

1. Initial Application - Submit your application and complete our prequalifying questions
2. Video Introduction - Record an video introduction to showcase your communication skills and work experience
3. Role-Specific Assessment - Complete a homework assignment tailored to the position (if applicable)
4. Recruitment Interview - Initial screening with our talent team
5. Executive Interview - Meet with senior leadership to discuss role alignment
6. Client Interview - Final interview with the client team you'd be supporting
7. Background & Reference Check - Professional reference verification
8. Job Offer - Successful candidates receive a formal offer to join the team

Each stage is designed to evaluate your fit for the role while giving you insights into our company culture and expectations.

We'll keep you informed throughout the process and provide feedback at each step.