Stage 1 Financial LLC is the premier financial services firm and VC for high growth exciting consumer brands. We are female founded and a remote first environment with a belief in human autonomy in the workplace. 

Role:

This new team member will work alongside our Finance Director and Finance Team to support our clients in analyzing their businesses, in order to help them make fact-based decisions. An ideal person for this role is a problem solver, cool under pressure, great at meeting deadlines, and willing to go the extra mile for our clients.

Job Responsibilities: 

• Support our base of clients in the development and execution of all financial planning models: including cash flow, strategic planning, annual budgets, and other ad hoc planning and analysis. 
• Compile, consolidate and analyze operational results. 
• Enhance reporting by working with our accounting and business intelligence teams to facilitate improvements made with systematic reporting. 
• Participate in the preparation of annual and department budgets. 
• Develop and maintain variance analysis to identify opportunities and potential risks/exposures. 
• Work in congruence with business intelligence and accounting teams to build data warehouse by creating KPI’s, dashboards, and standardized reporting for product lines and divisions. 
• Support the preparation of consolidated monthly financial reporting, analysis and insightful commentary for key stakeholders. 
• Work with CFOs to develop board level analysis and presentations. 
• Perform analytical reviews of all financial statements. 
• Manage the review of capital appropriations for proper supporting documentation and accurate financial costing. 
• Operational support including business partnering support in developing annual forecast & quarterly updates. 

Requirements:

• BA/BS in accounting, finance or related field. 
• Strong verbal and written communication skills. 
• 3 years financial planning & analysis experience. 
• Excellent time management skills. 
• Excellent attention to detail. 
• Advanced Excel skills. 
• Strong customer service skills/background. 
• Advanced knowledge of QuickBooks, NetSuite (other accounting software a plus). 

May be tested on: 

• PIVOT TABLE, VLOOKUP, SUMIFS, INDEX & MATCH, COUNTIFS, etc. 

More About Stage 1 Financial

Stage 1 Financial LLC is pioneering the rise of a new industry, fully outsourcing the operational finance and accounting services for fast growing brands. We have experienced explosive growth in the past several years, currently working with over a hundred of the fastest growing brands in the country. Some current and past clients include Herbivore Botanicals, Lemon Perfect Beverage, Freck Beauty, Final Mouse, Miyokos Creamery and The Beard Club. 

We offer a competitive base salary, bonus, 15 days PTO per year for your first 3 years & 20 days per year after 4 years, CPA eligible hours, advanced schooling flexibility, CPE/CLE eligible hours, plus extremely competitive benefits including health, dental, vision, 401k plus more.