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Mid LevelFull-timeGit
Salary Range
$72,250 - $97,750 /year
This salary is estimated based on similar roles. The actual salary may vary.
About the Role
We are looking for a Financial Analyst to join our team. This role focuses on building financial forecasts, tracking budget performance, and managing accounts receivable for a fast-growing coaching, education, and events company.
Key Responsibilities
- →Build and maintain financial forecasts and cash flow models.
- →Track budget vs. actual performance and provide clear variance reports.
- →Create digital and in-person event budgets based on historical data and KPIs.
- →Work directly with the bookkeeper to ensure accurate, up-to-date financials.
- →Calculate and track commissions for the sales team.
- →Manage accounts receivable, send invoices, and follow up on outstanding payments.
- →Prepare simple, clear financial summaries for leadership.
Requirements
- ✓2+ years of experience in finance, accounting, or a similar role.
- ✓Strong skills in Excel or Google Sheets (formulas, basic models, reports).
- ✓Experience with budgeting, forecasting, or variance analysis.
- ✓Comfortable working with bookkeepers and financial data.
- ✓Detail-oriented and organized.
Free to sign up. Takes 30 seconds.
About Agent
Agent is a forward-thinking technology company specializing in the development of intelligent automation solutions for businesses. Operating at the intersection of artificial intelligence and customer service, the company aims to transform how organizations interact with their clients through innovative digital tools. While the exact founding date and location are not specified, Agent has established itself as a key player in the AI-driven automation industry, catering to enterprises seeking to streamline operations and enhance customer experiences. The company’s name reflects its focus on creating "agents" that act as digital representatives, handling tasks traditionally performed by human employees. The core offerings of Agent include AI-powered chatbots, virtual assistants, and automation platforms designed to handle customer inquiries, support requests, and routine business processes. These solutions are characterized by their advanced natural language processing capabilities, seamless integration with existing systems, and customizable workflows tailored to specific industry needs. Agent primarily targets mid-sized to large enterprises across sectors such as retail, finance, and telecommunications, where efficiency and scalability are paramount. The company’s tools are designed to reduce operational costs, improve response times, and provide consistent, high-quality service to end-users. Agent has gained recognition for its cutting-edge technology and has been adopted by numerous global brands seeking to modernize their customer engagement strategies. Its market position is strengthened by a commitment to continuous innovation, with regular updates to its platforms to incorporate the latest advancements in AI. A unique value proposition of Agent lies in its ability to balance automation with human-like interaction, ensuring that businesses can deliver personalized experiences while optimizing resource allocation. This blend of efficiency and empathy has positioned Agent as a trusted partner in the evolving landscape of digital customer service.
