Financial Planning and Analysis Analyst

Dallas, Texas /
Finance – FP&A /
Full-time
ABOUT REAL VISION

Real Vision helps people understand the complex world of finance, business, and the global economy with real in-depth analysis by real experts through the power of its community.

The company is on a mission to democratize the very best financial intelligence for all and become the one place where everyone lives their financial lives.

This enhanced platform will offer members different learning journeys that put them in control of their finances. Members will be able to watch videos, listen to podcasts, monitor market prices, analyze markets and economies, do technical analysis, create watch lists, read and publish research, monitor their portfolios, execute trades across both Tradfi and Crypto, and contribute to a thriving hive mind community.

Real Vision’s Financial Planning and Analysis Analyst will be a key asset in the future growth of the company. You will work closely with department leads, help support strategic decisions, and prepare analyses around capital spending, budgets, and long-term strategic planning.  You will report to the VP of Finance. You will be provided with ample opportunities for experience across the business. 

Responsibilities:

    • Assist in maintaining and improving the Group's corporate financial model
    • Develop ad hoc financial models to support strategic initiatives
    • Report and manage internal (non-GAAP) financials
    • Develop, maintain and manage financial tools to forecast, report, and analyze key financial and operational metrics of the business
    • Develop and maintain financial and operational databases
    • Proactively report on headcount across all departments and maintain a corporate hiring plan
    • Work with the Data and Insights team to present findings and recommendations
    • Evaluate new projects and investment opportunties
    • Analyze current and past trends in key performance indicators including all areas of revenue, cost of sales, expenses and capital expenditures
    • Help prepare the Company's annual budget, monthly budget vs actuals, and interim forecasts
    • Support the senior management team and department heads with in-depth analysis
    • Identify ways and processes to improve the efficiency of the business

Experience:

    • Bachelor's degree in Finance 
    • 2-3 years of experience in finance, consulting, or some other field that affords experience with data modeling, reporting, analysis, or presentation and the underlying tools required of these tasks
    • Advanced Microsoft Excel and PowerPoint skills 
    • Excellent verbal and written communication skills
    • Strong knowledge of accounting and finance principles required
    • Ability to work remotely and engage with a remote first team
    • Demonstrated ability to roll-up sleeves and work with team members in a hands-on management capacity outside of normal duties