Financial Analyst

This is a remote position.

All interested candidates are required to apply exclusively online. Please refrain from submitting your CVs or applications via email or LinkedIn. Applications received through these channels will not be considered.

• Budgeting and Rolling Forecasts
  

1. Understanding all the details of our current cashflow - you will need to become familiar with Xero.com which is the accounting software we use
   

2. Creating financial models that take into account several variables - using Google Sheets or Microsoft Excel with data visualisations in PowerBI; and/or identifying free or affordable dedicated financial forecasting software that can be used
   

3. Preparing our monthly Management Accounts and presenting these to the management team so that we understand where we are over budget and under budget
   

4. Making monthly recommendations on whether we need to adjust our growth targets (e.g. sales, revenue) and/or expenditure
   

5. On a monthly basis deciding the amount of cash we need to hold in reserve and making recommendations as to where we can make savings; taking into account that we need to make quarterly and monthly tax payments. (We will advise you on the tax requirements. We are not expecting you to be a specialist in UK tax but we do expect you to be able to understand the two types of tax we need to pay once we explain those to you and you should be willing to do your own learning so that you understand the payments we need to make)
   

• Streamlining our Financial Processes
  

1. Setting up a SaaS user licence billing system for Makerble - either by identifying a free or affordable third party billing tool we can use (e.g. Maxio) or working with our developers to build a custom billing module within Makerble so that our customers can pay for user licences using a payment card from within our platform
   

2. Setting up integrations between Jira (our project management system), our accounting system and your newly devised Makerble billing system so that we can bill clients for bespoke customisation work that we do
   

3. Incorporating the way we bill for Onboarding within our new billing system so that we no longer need to use spreadsheets to keep track of (A) the time we spend on each stage of onboarding and (B) the amount we need to bill our clients for Onboarding. 
   

4. Managing and analysing the data within our online payment tools; Wise, Stripe, GoCardless and PayPal
   

5. Identifying other opportunities to streamline our financial processes
   

• Data Unification, Analysis and Visualisation
  

1. Combining customer data from different sources so that we can see a clear financial and non-financial picture of our customers. Specifically this includes combining data from HubSpot CRM, Xero, Makerble, Jira Service Desk and several Spreadsheets
   

2. Creating dashboards in PowerBI that visualise customer data as well as financial data
   

3. Enabling other team members to analyse the data you have prepared, by creating easy-to-use filters within the PowerBI dashboards and preparing guidance documentation and videos 
   

4. Conducting data analysis of our financial data and customer data in order to spot trends and insights
   

5. Setting up and managing SaaS analytics software packages like ProfitWell.com
   

6. Identifying other opportunities to improve the way we unify, analyse and visualise our data
   

• Other financial tasks that support the growth of a startup
  

1. Taking on other projects that might be strongly or loosely related to finance, for example, setting our pricing strategy for different markets or preparing financial models for investors
   

2. Reconciliation of transactions within Xero.com, our accounting platform
   

3. Setting up automations and integrations for financial processes where appropriate, e.g. for payroll
   

4. Identifying industry benchmarks to compare Makerble®’s performance against
   

5. Identifying opportunities to analyse other commercial data within Makerble® and proposing ways the management team can use that data to run the business
   

6. Briefing and responding to questions from Makerble’s external accountants who prepare our annual financial statements.
   

Role Overview:

Your manager will be the CEO. You will also work with the CTO.

Requirements

Essential:

• Makerble is a technology startup therefore this role requires you to be someone who is very comfortable with new technologies. We expect you to be quick to master new software and able to figure out how things work yourself, without needing a lot of guidance from your manager.
  

• Highly numerate. Strong mathematical background.
  

• Good understanding of accounting
  

• Understanding of how to read and assemble a Balance Sheet, Profit & Loss statement and Cash Flow statement 
  

• Proficient using spreadsheets and managing data 
  

• Comfortable exploring and learning how to use new financial software yourself 
  

• Analytical. Ability to spot trends within large datasets.
  

• Willingness to master the following software tools that we use on a daily basis: Jira, HubSpot, PayPal, GoCardless, ProfitWell, Xero, Stripe, Confluence, Slack, Microsoft Excel, Microsoft PowerBI, Trello and Google Drive
  

Desired but not essential

• Bachelor's degree in a relevant field (e.g. Accounting, Finance, Mathematics, Economics).
  

• Strong understanding of accounting
  

• Financial management software
  

• Programming skills