Note: The job is a remote job and is open to candidates in USA. Flex is building an AI-native private bank for business owners, combining banking, credit, payments, personal finance, and financial operations into a single intelligent system. The Finance Analyst will partner with go-to-market teams on growth ROI, pricing, deal structure, and customer economics; manage budgeting and planning; support forecasting and reporting; and automate recurring financial analysis.
Responsibilities
- Own reporting on the ROI of our growth investments — by channel, campaign, and segment — so the team knows what's working and what to cut
- Run Deal Desk: serve as the finance liaison on pricing, deal structure, and non-standard terms, and be the person go-to-market pulls in before a deal gets committed
- Build and maintain the customer and growth economics that inform how we invest in acquisition
- Sit in go-to-market's meetings, not just their inbox — translate their questions into analysis and hand back a recommendation instead of a spreadsheet
- Partner with department leads through quarterly budget and headcount planning — collect inputs, pressure-test them, and translate them into the plan
- Track spend against budget, surface drift before it compounds, and flag what needs a decision
- Build the analysis behind headcount, vendor, and resourcing calls — payback, cost-to-serve, build-vs-buy
- Support the monthly forecast cycle: pull and reconcile actuals, build the variance analysis, and draft the commentary that explains what moved and why
- Maintain the schedules and drivers that feed the company operating model, working alongside the Director of FP&A
- Help assemble the monthly and quarterly reporting packages for leadership, the board, and lenders
- Replace recurring manual work with something durable — AI workflows, queries, dashboards, templates — so next month it takes minutes
- Bring rigor to automated output: reconcile it, stress it, and know where it breaks before someone else finds out
Skills
- * 0–2 years in FP&A, strategic finance, investment banking, consulting, Big 4, or a comparably analytical role — exceptional new grads welcome
- * Bachelor's degree in finance, economics, accounting, engineering, mathematics, or another quantitative field
- * You build financial models from a blank sheet. Advanced Excel or Google Sheets is table stakes here, not a bullet point
- * Hands-on exposure to a real budgeting or forecasting cycle
- * AI is already the default in how you work, and you have the judgment to go with it: a reliable instinct for when a machine-generated answer is wrong, and the discipline to check before you forward it
- * You write clearly. You can compress a 40-tab model into three sentences a founder can act on
- * Extreme attention to detail, and comfort operating in ambiguity at speed — priorities here change faster than the plan does
- * Based in the US
- + SQL — you can pull your own data instead of filing a ticket
- + Python, or comparable scripting for analysis and automation
- + BI and analytics tooling (Looker, Tableau, Power BI, Hex) and modern planning tools (Pigment, Cube, Aleph, NetSuite)
- + Fintech, banking, or lending background
Benefits
- True ownership — Small teams, high trust, real accountability.
- Founder-level exposure — Direct access to leadership, customers, and investors.
- Elite peers — People here are builders, not tourists.
- Real upside — Meaningful equity if you help build something big.
Company Overview