Here’s the thing—we hate traditional job descriptions. In our experience, they’re a terrible representation of what a job really entails and never paint a true picture of what it’s like to work at an organization.

That’s why, at Fundera, we do things differently. Instead of presenting you with some run-of-the-mill job description, we offer potential candidates our Job Spotlights. This gives us a chance to tell you the story of us, why you should work here, and what the role is really like.

Who’s Fundera and Why Should I Care?

Fundera is the go-to, financial resource for small businesses. We’re here to help entrepreneurs achieve their financial goals and grow businesses as big as their aspirations.

As a catalyst for smart financial decisions, our combination of proprietary technology and financial expertise provides business owners with tailored solutions based on their unique needs and eligibility—helping them prosper, create more jobs, and, ultimately, grow the economy.

Armed with one of the most experienced and passionate leadership teams in the business and backed by the industry’s leading investors, we’ve made a big impact on Main Street in just a short amount of time (Fundera launched in 2014 and has helped 35,000+ small businesses find their best financial solutions and secure over $1 billion in funding).

We’re experiencing massive growth year over year, and our impact on America’s job creators grows with us. We’re looking to further our impact and need incredible, ambitious, mission-oriented people to get there.

If you want to make a difference, if you want to create a workplace and life you love, and if you want to learn more and grow faster than you will at any other point in your career, you should keep reading.

What Is It Like to Work Here?

The easiest way to answer this is to check out our great rating on Glassdoor, take a deep dive into a few of our employee profiles, or look into some of our recent awards, like Crain’s Best Places to Work. Also, don’t forget to peep our Instagram.

For more detail, though, here are a few of our favorite things:

1. We want people who elevate the game - and offer meaningful equity in our fast-growing company to compensate for top performers.

2. We offer generous medical, dental, and vision insurance—you shouldn’t have to stress about your health. (And less stress makes you healthier, right?!)

3. Yes, your Fundera family is very important, but yours at home matters most. That’s why we offer incredibly generous maternity and paternity leave, have a family-friendly office, and love nothing more than seeing our Fundera kiddos at company events and socials.

4. Everybody needs a little R&R—but we want our team to have more than just a little. You’ll get flexible PTO and we mean legitimately flexible PTO.

5. We sponsor regular catered lunches with really cool speakers (like the founders of Birchbox, CityRow, and Percolate). We also regularly host company happy hours, and other events such as employee-led trivia and visits to customers. It’s important to bring our team together as much as possible.

6. Transparency is what our product is built on—and so is our culture. Whether that means regular all-hands meetings, board decks circulated every month, or a highly-accessible leadership team, we’re all stakeholders in this company and never forget that.

Ultimately, at Fundera, you get to come to work with a group of supportive, talented, ambitious individuals who will teach you something new every day, whilst building a product that will truly and actually change the lives of America’s small businesses and job creators. We think it’s pretty cool, and think you will, too.

Is This Role Right for Me?

The Financial Analyst will support the finance function, and Company in turn, by building and maintaining financial forecasts and performing financial analysis to support strategic decision-making related to operating results, investment areas, strategic partnerships, and internal operations. This person will own the company financial model and bring rigor and thoughtfulness to all aspects of the finance function.

As our Financial Analyst You'll Get to...

• Own Fundera’s financial model and lead the company-wide annual budgeting process in conjunction with the Sr. Director of FP&A. Work with department leaders to set annual budgetary goals and OPEX plans. Maintain a consistent projection of our next 18-24 months performance.
• Update company and team budgets within 10 business days of each month-end to reflect operational and financial results and perform budget-to-actual analysis by department. Review team budgets with team leads within the same timeframe.
• Build financial models, run scenario analysis and provide data analytics to identify areas of risk and opportunity supporting strategic decision making at the senior management level.
• Help Fundera link operational data and financial results by leveraging systems and data to build processes and tools that support real-time analysis.
• Perform ad-hoc reporting and analysis as needed and in support of other teams in the company.
• Create, update, and distribute monthly and quarterly financial reporting packages and bespoke requests, both for internal leadership and external investors and stakeholders.
• Provide useful competitive intelligence by tracking the performance of competitors and industry benchmarks based on available information in public markets.

We're Looking for People Who Have...

• College degree required, finance or accounting major preferred but not required with strong experience
• At least 2 years of experience in a finance role focused on forecasting and modeling such as investment banking (e.g. investment banking analyst) or a similar modeling focused role in a financial institution (e.g. private banking analyst), or a corporate finance / FP&A role including a similar role to this one a startup (e.g. FP&A analyst, strategic finance analyst)
• Direct experience with forecasting/budgeting
• Advanced modeling and presentation skills; expert in Excel and Google Sheets
• Understanding of GAAP accounting principles
• A passion for financial analysis & precision; understands the importance of company financials and would not compromise on accuracy
• An analytical and quantitative mindset that enjoys writing complicated spreadsheet formulas and putting together a tough piece of analysis the right way
• Ability to “see the forest through the trees” and easily understand the larger purpose of a piece of analysis while also methodically working through analytical details
• Strong detail-orientation, including excellent time management, prioritization, and organizational skills. Process-oriented approach with high standards for quality and accuracy in their work product

What Should I Do If I'm Interested?

If working at Fundera gets you excited, we want to hear from you, regardless of whether you think this role is a fit. If you think you’ve got the experience, apply below to be our Financial Analyst

DISCLAIMER: Fundera does not accept unsolicited resumes from recruiters. Fundera is not responsible for fees from recruiters or other agencies except pursuant to written agreements with Fundera and authorization access granted on a per job basis through the use of Fundera’s agency portal link.