Financial Analyst

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

• Your updated resume
• 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

• Initial Application - Submit your application and complete our prequalifying questions
• Video Introduction - Record an video introduction to showcase your communication skills and work experience
• Role-Specific Assessment - Complete a homework assignment tailored to the position (if applicable)
• Recruitment Interview - Initial screening with our talent team
• Executive Interview - Meet with senior leadership to discuss role alignment
• Client Interview - Final interview with the client team you'd be supporting
• Background & Reference Check - Professional reference verification
• 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.