Financial Analyst, Planning

About The Company
Rise25, LLC is a dynamic and innovative company dedicated to helping businesses connect with their ideal prospects, referral partners, and strategic collaborators through the power of podcasting. Founded by Dr. Jeremy Weisz, a chiropractor-turned-serial entrepreneur, and John Corcoran, a former White House speechwriter and communications expert, Rise25 leverages over 25 years of combined experience in the podcasting industry. The company works with top-tier B2B organizations worldwide, including major ticket sellers, consulting firms, and law practices, providing tailored podcasting solutions that foster meaningful business relationships. With a strong commitment to remote work and flexible scheduling, Rise25 fosters a collaborative environment where creativity, initiative, and professionalism are valued and encouraged.

About The Role
We are seeking a remote, initially part-time Financial Planning Analyst to join our team. This role is pivotal in supporting the financial health and strategic growth of our expanding marketing agency, which operates on a multiple 7-figure revenue model. The successful candidate will be responsible for creating budgets, developing financial forecasts, and analyzing financial data to guide executive decision-making. Reporting directly to Co-CEO John Corcoran, you will review monthly financial books, project revenue and expense growth, and manage the budgeting process across all major profit and loss categories on both an annual and rolling basis. Your insights will help identify operational efficiencies, anticipate potential challenges, and optimize business performance. This position offers flexibility, working approximately 20 or more hours per week, with the possibility of transitioning to a full-time role based on performance and workload. The role requires a proactive, self-directed individual with meticulous attention to detail and strong analytical skills, capable of working independently in a remote environment.

Qualifications

• Minimum of 5+ years of experience in financial planning and analysis, preferably within a fast-paced entrepreneurial setting.
• Experience working in a marketing agency or similar service-oriented environment is a plus.
• Proven ability to work independently with minimal supervision and take initiative.
• Excellent communication skills, proficient in email and Slack.
• Fluency in English (non-native speakers are welcome to apply).
• Strong attention to detail and accuracy, with a track record of meticulous work and error checking.
• Highly organized with proficiency in Google Drive and related tools.
• Reliable internet connection and ability to work remotely from any location.
• Demonstrated ability to analyze financial data, develop budgets, and create financial models.
• Experience with trend analysis, variance reporting, and KPI development.
• Willingness to collaborate effectively with team members and stakeholders.

Responsibilities

• Develop and recommend annual financial budgets in collaboration with our fractional CFO.
• Establish recurring monthly, quarterly, and annual financial review and forecasting processes.
• Create reporting procedures that effectively communicate financial goals, performance metrics, and results to executive management and relevant departments.
• Prepare financial forecasts and conduct trend analyses across sales, expenses, and operational areas.
• Perform quantitative and qualitative evaluations of operational performance to inform strategic planning.
• Identify and analyze revenue and expenditure trends, providing actionable insights and recommendations for improvement.
• Review and compare actual expenses against budgets, issuing variance reports with explanations and corrective suggestions.
• Develop key performance indicators and operational metrics to better understand business dynamics and support decision-making.
• Work closely with the Controller to oversee the monthly accounting close process, ensuring accuracy through trend analysis and review.
• Provide ROI analyses for client projects to support strategic investments and initiatives.
• Assist with ad hoc financial analysis and other duties as assigned by management to support company growth and operational efficiency.

Benefits

• Flexible, fully remote work environment allowing you to work from anywhere with a reliable internet connection.
• Opportunity to work with a forward-thinking, innovative team in a growing company.
• Monthly learning and development sessions, including book clubs and masterclasses.
• Regular team meetings to celebrate successes and foster team cohesion.
• Mentoring opportunities with experienced professionals to support your career growth.
• Potential pathway toward a full-time role based on performance and workload requirements.

Equal Opportunity

Rise25, LLC is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based on race, ethnicity, gender, age, religion, sexual orientation, disability, or any other protected status. All qualified applicants will receive consideration for employment without regard to these factors.