Source Job

• Lead monthly forecasting, variance analysis, and financial reporting
• Maintain and enhance core financial models that support strategic and operational decisions
• Conduct strategic analyses that inform investment decisions, prioritization, and long-term planning

Phantom is a modern money app used by millions globally, simplifying finance by combining management, spending, and growth of money in one platform. With 20M+ users, Phantom ranks high in app stores, offering industry-leading security and user-friendly tools in the crypto finance space.

• Create and maintain shared data definitions.
• Document metric definitions and core logic.
• Create and maintain dashboards to monitor metrics.

Splash Financial helps people with debt by refinancing student loans and credit cards. They have refinanced over $6 Billion in loans and raised over $135 million from investors and operates with a fast-paced, nimble, and heart-filled startup culture.

• Build and maintain deep institutional relationships within the mortgage and capital markets sectors.
• Act as a subject matter expert by providing real-time industry perspectives to the product team to support innovation and solution packaging.
• Manage the full sales cycle, from initial prospecting and client engagement through trials, pricing negotiation, contract execution, and onboarding.

Experian is a global data and technology company, powering opportunities for people and businesses around the world. With a team of 23,300 people across 32 countries, they operate across a range of markets, from financial services to healthcare, automotive, agrifinance, insurance, and many more industry segments.

• Own end-to-end financial analyses, from problem definition through recommendation.
• Analyze financial and operational data to assess the impact of business decisions.
• Build, maintain, and evolve dashboards and reports for leadership using business intelligence platforms.

Arena Club is igniting a collectibles revolution with a dynamic marketplace. Backed by Derek Jeter and Brian Lee, its cutting-edge platform offers grading, authentication, secure vaulting, and digital pack openings, empowering collectors to curate unique online showrooms.

• Assist with the creation of new reporting/data collection processes.
• Identify key financial metrics and measurements relating to existing and potential assets.
• Collect and utilize data to improve investment decision making.

Element Critical provides hybrid infrastructure solutions in an expanding portfolio of data center facilities across the country. They aim to meet the diverse needs of today’s business and technology leaders by delivering superior service and product offerings.

• Analyse spend, evaluate channel performance, and help set CPA targets that actually align with our financial north star.
• Support end-to-end forecasting using warehouse data and statistical trends.
• Partner with the Financial Control team to ensure budget-setting is seamless and integrated into our strategic reporting.

ZOE is evolving its function from traditional reporting into a data-driven strategic powerhouse, using a modern stack (BigQuery, Python, and Hex) to find the "why" behind the numbers. They are a remote-first team, and value potential and commitment above all else.

• Translate data into strategy by analyzing client revenue, product usage, and interaction data to generate insights that drive growth and retention.
• Create, maintain, and evolve the suite of reporting metrics, covering client revenues, product adoption, interactions, issue escalations and others.
• Design and maintain Looker dashboards to enable self-service analytics for Relationship Managers and Customer Success, ensuring they have the data needed to manage a global client base.

Xapo Bank aims for economic freedom and wealth protection, regardless of location. They are a fully distributed team of over 130 Xapiens working remotely from 30+ countries, headquartered in Gibraltar and committed to changing the way things are done.

• Own financial modeling, forecasting, and reporting processes
• Analyze financial performance against plan, prior periods, and key drivers; clearly communicate insights and risks
• Partner with cross-functional stakeholders to support decision-making

Blink Health is a fast-growing healthcare technology company that builds products to make prescriptions accessible and affordable. They are a highly collaborative team of builders and operators who invent new ways of working in an industry that historically has resisted innovation.

• Support commercial, operational, and financial due diligence efforts.
• Build, maintain, and stress-test comprehensive financial models.
• Conduct detailed analyses of historical and projected financial performance.

Huron is a global consultancy that collaborates with clients to drive strategic growth and ignite innovation. They help clients accelerate operational, digital, and cultural transformation, enabling the change they need to own their future.

• Own financial reporting and analytics, partnering with Team Leads.
• Build dashboards, develop KPI frameworks, manage budget cycles.
• Bridge raw financial data and business understanding.

They are the team behind WebContainers, the groundbreaking technology that made it possible to run Node.js right in your browser. They are a globally distributed, fully remote team of passionate engineers, designers, and creatives building the future of software development.

• Model and analyze asset and liability positions, assessing risks and providing recommendations.
• Conduct in-depth financial analyses to assist leadership in making informed decisions.
• Prepare timely and accurate financial reports that meet all deadlines and regulations.

STCU is consistently rated one of the top-performing credit unions in the nation and has been named one of Fortune Magazine’s Great Places to Work. They look for employees who have a strong desire to serve others and are committed to working hard.

• Prepare and manage financial forecasts and budgets.
• Develop and maintain complex financial models.
• Analyze data to identify trends and opportunities.

Jobgether uses an AI-powered matching process to ensure applications are reviewed quickly, objectively, and fairly against the role's core requirements. Their system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.

• Aggregate, validate, and govern data across booking systems, CRM, finance tools, and partners
• Build and maintain dashboards and automated reports tracking usage, spend, and satisfaction
• Analyze trends and cohorts to surface risks, growth opportunities, and inefficiencies

Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Their system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.

• Conduct in-depth financial analysis to evaluate company performance.
• Create business recommendations informed by data-driven analysis.
• Prepare financial reports to management, highlighting key financial trends.

Transact and CBORD have joined forces as industry leaders to bring the best integrated technology solutions to education, healthcare, and business campuses worldwide. They are committed to transforming organizations and improving the lives of people doing mission-critical work.

• Design, govern, and operate the analytical and forecasting backbone for growth and execution.
• Own revenue data integrity, forecasting architecture, metric definition, and narrative reporting.
• Lead advanced analytics and scenario modeling to influence go-to-market strategy and revenue outcomes.

HealthEquity's mission is to save and improve lives by empowering healthcare consumers. They are passionate about providing solutions that allow American families to connect health and wealth, with a vision to make HSAs as widespread and popular as retirement accounts.

• Financial Modeling: build, improve, and maintain complex financial models used to forecast and report key top-line metrics.
• Key Metric Reporting: monitor and communicate key performance indicators to business leaders and our board of directors.
• Strategic Partnership: act as a strategic advisor to the go-to-market organization by providing data-driven analysis and action plans.

Socure is building the identity trust infrastructure for the digital economy, verifying identities in real time and stopping fraud. They hire people who move fast, think critically, act like owners, and care deeply about solving customer problems with precision.

• Act as a trusted business advisor who influences decision-making for the growth team and deeply understands the business, both inside and out
• Own the design of dashboards, metrics, and reports, turning data into actionable insights for the growth team, cross functional partners, and the leadership team
• Dive into large, complex datasets/logs to turn your findings into scalable data models necessary to facilitate reporting, analytics and ML models

Kraken is building the future of crypto by uniting a world-class team with crypto conviction. As a fully remote company with Krakenites in 70+ countries, they develop premium crypto products for experienced traders, institutions, and newcomers.

• Support the FP&A team through financial preparation.
• Influence strategic decision-making through financial analysis.
• Drive enhancements in financial reporting and analysis.

LEARN Behavioral is a national organization dedicated to nurturing children with autism and special needs. They specialize in applied behavior analysis and personalized treatment plans, and are proud to be part of each family’s journey, with 20 years of experience.

• Support annual budgeting and quarterly forecasting in partnership with Product and Operations leadership.
• Develop and maintain financial/data models to assess growth, profitability, and key performance metrics.
• Prepare monthly reporting packages for leadership, including variance analysis and performance commentary.

Jobgether is a company that uses an AI-powered matching process to ensure job applications are reviewed quickly, objectively, and fairly. They identify the top-fitting candidates and share this shortlist with the hiring company.

• Design and maintain the canonical revenue and subscription data model, centered on Stripe.
• Implement ARR, MRR, NRR, churn, and customer/account counts as tested, versioned dbt models.
• Partner with Finance to translate business definitions into precise, production-grade SQL logic.

HighLevel is an AI-powered, all-in-one white-label sales & marketing platform that empowers agencies, entrepreneurs, and businesses to elevate their digital presence and drive growth. With over 1,500 team members across 15+ countries, they operate in a global, remote-first environment and cultivate a culture where innovation thrives.