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Senior Financial Modeling and Reporting Specialist

About the role

We're a fractional CFO and AI finance operations firm supporting high-growth startups. We help founders build faster close cycles, cleaner reporting, and investor-ready financials — combining strategic finance leadership with AI-powered workflows. This isn't a traditional FP&A role. You'll be doing the finance work and building the systems that make it faster and more scalable for clients.


What you'll do

Finance delivery:

  • Build and maintain 3-statement models, rolling forecasts, and scenario analyses across multiple client accounts
  • Prepare board materials, investor reports, and executive dashboards
  • Run variance analysis and translate findings into clear, actionable insights for founder and executive audiences
  • Deliver ad hoc financial analysis as client priorities shift

AI-powered workflow design:

  • Use AI tools (Claude, ChatGPT, Copilot) to automate reconciliations, reporting, and month-end close tasks — not just to work faster, but to build workflows clients can rely on
  • Identify where manual effort exists in a client's finance function and design AI-assisted processes to replace it
  • Help clients adopt and trust these workflows — you'll often be the person explaining why a new process works and how to use it
  • Share what's working with the internal team; we iterate together

What we're looking for

Required:

  • 5+ years in FP&A, financial reporting, or modeling — startups, consulting, or multi-client environments preferred
  • Advanced Excel and/or Google Sheets (complex models, not just formulas)
  • Strong data visualization experience — Tableau, Power BI, Looker, or similar
  • Already using AI tools in your actual finance work — building prompts, automating outputs, replacing manual steps
  • Clear communicator with non-finance audiences; you can explain a model and a workflow change in the same breath
  • Self-directed across multiple concurrent client engagements

Nice to have:

  • Familiarity with QuickBooks, NetSuite, Ramp, Brex, or Stripe
  • Experience supporting Series A/B companies or fundraising processes
  • Background in month-end close optimization
  • MBA, CPA, or CFA

Independent Contractor Perks

  • Permanent work from home
  • Immediate hiring

Note

Please click the Apply button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.

Senior Financial Modeling and Reporting Specialist

Job Category

Accounting and Finance

Job Type

Part Time (20 - 34 Hours per week)

Work Schedule and Timezone

San Fransisco USA

Published on

Apr 28 2026