What are the responsibilities and job description for the Financial Analyst position at Kaizen CPAs Advisors?
Job Description
**Job Description**
As a Financial Analyst at Achieve, you will play a crucial role in supporting our Business Unit Finance Managers. You will immerse yourself in daily business operations, assist in financial planning, and analyze KPI trends. Your expertise will allow you to craft detailed reports that provide actionable insights and drive business outcomes, ensuring transparency and enhancing decision-making for senior leadership. Your contributions will be vital in implementing business strategies effectively and aligning them with Achieve's operational goals and strategic vision. This role is well-suited for someone who enjoys detailed financial analysis, solving complex problems, and synthesizing data into actionable insights.
What You’ll Do
**What You’ll Bring:**
Achieve Well-being With
We are proudly offering hybrid options in the San Mateo, CA, and Phoenix, AZ metro market. In other locations throughout the country, we offer work from home, like: TX, UT, NV, WA.
**Join Achieve, change the future.**
**At Achieve, we’re changing millions of lives.**
From the single parent trying to catch up on bills to the entrepreneur needing a loan for the next phase of growth, you’ll get to be a part of their journey to a better financial future. We’re proud to have over 3,000 employees in mostly hybrid and 100% remote roles across the United States with hubs in Arizona, California, and Texas. We are strategically growing our teams with more remote, work-from-home opportunities every day to better serve our members. A career at Achieve is more than a job—it’s a place where you can make a true impact, have a sense of belonging, establish a fulfilling career, and put your well-being first.
**Job Description**
As a Financial Analyst at Achieve, you will play a crucial role in supporting our Business Unit Finance Managers. You will immerse yourself in daily business operations, assist in financial planning, and analyze KPI trends. Your expertise will allow you to craft detailed reports that provide actionable insights and drive business outcomes, ensuring transparency and enhancing decision-making for senior leadership. Your contributions will be vital in implementing business strategies effectively and aligning them with Achieve's operational goals and strategic vision. This role is well-suited for someone who enjoys detailed financial analysis, solving complex problems, and synthesizing data into actionable insights.
What You’ll Do
- Support Business Unit Finance Managers in forecasting and annual planning
- Develop and refine financial models that tie user-level metrics to P&L outcomes
- Monitor and analyze financial data and KPIs, to identify risks and opportunities for the business
- Provide detailed reports and actionable insights to senior leadership
- Collaborate across functions to develop long-range financial plans, ensuring alignment with Achieve's strategic goals
**What You’ll Bring:**
- 1-3 years of experience in Investment Banking, Consulting, FP&A, or a similar function; experience in the Lending space is a plus
- BA/BS in Finance, Economics, Accounting, or a related field
- Strong foundational skills in financial modeling and analysis
- Experience supporting project management workstreams
- Background in Finance, Business Operations, or a related field
- Excellent communication, teamwork, organizational, and interpersonal skills
- Adaptability to quickly respond to changing business needs and complex environments
- Critical thinking and ability to investigate financial models and offer thoughtful insights/improvements
Achieve Well-being With
- Hybrid and remote work opportunities
- 401 (k) with employer match
- Medical, dental, and vision with HSA and FSA options
- Competitive vacation and sick time off, as well as dedicated volunteer days
- Access to wellness support through Employee Assistance Program, Talkspace, and fitness discounts
- Up to $5,250 paid back to you on eligible education expenses
- Pet care discounts for your furry family members
- Financial support in times of hardship with our Achieve Care Fund
- A safe place to connect and a commitment to diversity and inclusion through our six employee resource groups
We are proudly offering hybrid options in the San Mateo, CA, and Phoenix, AZ metro market. In other locations throughout the country, we offer work from home, like: TX, UT, NV, WA.
- Salary Range** : $80,000 to $95,000 annually bonus benefits.
**Join Achieve, change the future.**
**At Achieve, we’re changing millions of lives.**
From the single parent trying to catch up on bills to the entrepreneur needing a loan for the next phase of growth, you’ll get to be a part of their journey to a better financial future. We’re proud to have over 3,000 employees in mostly hybrid and 100% remote roles across the United States with hubs in Arizona, California, and Texas. We are strategically growing our teams with more remote, work-from-home opportunities every day to better serve our members. A career at Achieve is more than a job—it’s a place where you can make a true impact, have a sense of belonging, establish a fulfilling career, and put your well-being first.
- Attention Agencies & Search Firms: **We do not accept unsolicited candidate resumes or profiles. Please do not reach out to anyone within Achieve to market your services or candidates. All inquiries should be directed to Talent Acquisition only. We reserve the right to hire any candidates sent unsolicited and will not pay any fees without a contract signed by Achieve’s Talent Acquisition leader.
Salary : $80,000 - $95,000
