Senior Associate, Finance
Own Hallow’s financial model, forecasting, budgeting, KPI analysis, and strategic finance work while partnering directly with the CFO and executive team. Requires a finance or accounting bachelor’s degree, 3+ years of relevant experience, and strong three-statement modeling skills.
About the job
Responsibilities
- Own the long-term three-statement monthly operating model, forecasts, and scenario planning.
- Explain variances between actual results and projections.
- Prepare materials for Board reporting and executive team reviews.
- Lead annual and quarterly budgeting with department heads and the executive team.
- Partner with accounting on monthly company, segment, and budget-owner budget-to-actual reviews.
- Own the monthly customer cohort model and conduct weekly and monthly financial KPI reviews.
- Perform ad hoc financial and operational analyses to identify opportunities for improvement.
- Help transform finance processes through AI-native tools and automated financial planning and analysis.
- Support partnership and financing opportunities, due diligence, and pro forma business cases.
Requirements
- Bachelor's degree in finance or accounting.
- 3+ years of experience as a financial analyst, associate, or equivalent experience in investment banking, private equity, or corporate development.
- Experience building three-statement financial projection models and scenario models.
- Familiarity with consumer subscription or enterprise SaaS revenue and expense recognition principles.
- Strong Excel and PowerPoint skills.
- Exceptional attention to detail and ability to work under pressure.
- Ability to manage multiple priorities, produce efficient and auditable analyses, exercise sound judgment, and communicate financial conclusions clearly.
Nice-to-haves
- Experience with automated financial planning.
- Experience leading KPI reviews.
Compensation and Benefits
- Base salary: $125,000-$150,000 USD per year.
- Equity compensation and discretionary annual bonus eligibility.
- Unlimited paid time off, insurance, remote-flexible work, paid parental leave, 401(k) match, and stipends for spiritual development, health and wellness, home office, and learning.
Skills
Financial Modeling, Scenario Modeling, Budgeting, Forecasting, Excel, PowerPoint, Financial Planning And Analysis, Kpi Analysis, Cohort Analysis, Revenue Recognition, Expense Recognition, Due Diligence
Similar jobs
Finance & Accounting jobs
Current
New York, NY
Administers private-company equity plans and end-to-end payroll for a growing fintech company. The role requires 3+ years of combined payroll and equity experience, advanced Excel skills, and familiarity with HRIS, payroll, and equity-management platforms.
Cloudflare
Austin, TXThe Senior Revenue Accountant manages revenue recognition under U.S. GAAP, supports close and audit activities, and advises cross-functional partners. The role requires at least four years of accounting experience, an active CPA, ASC 606 and SaaS expertise, and the ability to apply AI and automation to accounting workflows.
Fivetran
Oakland, CA
Partners with Product and Customer Support leaders on budgets, forecasts, investment decisions, and product economics. Requires 4+ years in finance, strong financial modeling, software subscription-economics knowledge, and preferably SQL proficiency.
Databricks
Mountain View, CAOwns the end-to-end revenue accounting close, applying ASC 606 to complex contracts, supporting reporting and audits, and improving scalable processes. Requires a bachelor's degree, five or more years of revenue accounting experience, and proficiency with Excel, NetSuite, Salesforce, and AI tools.
Checkr
San Francisco, CA
Strategic finance analyst who owns revenue and operating expense models, develops AI-enabled finance workflows, and delivers insights that guide growth, resource allocation, and strategic planning. Requires 4+ years of relevant experience and expert financial modeling skills.