The Associate Financial Consultant is a critical, hands-on role that challenges you to leverage your technical background in finance and accounting to build our customers' financial models and dashboards using Mosaic’s powerful software. Your goal is to automate our new customer’s FP&A workflows, leveling them up from tactical to strategic.
If you’re a problem-solver and a finance guru, you will thrive in this role as you will find creative solutions to automate our customers' modeling and KPI reporting processes using Mosaic’s sleek application. You will analyze our customers' models and reporting, quickly understand the assumptions driving the model, and leverage your product expertise to architect and build solutions in Mosaic.
This role is consultative in nature in that you will have the opportunity to present your solutions and methodologies to the customer to enable them to take the pen on their models and dashboards post-onboarding.
The Associate Financial Consultant wears many hats and works cross-functionally internally by working with Customer Success, Support, and Data Operations.
The Opportunity:
- Become an early member of a quickly growing team for a SaaS business that tripled ARR in FY22 and hone your finance skills through deep exposure to many different business models at the hottest startups.
- Assist customers with financial model and dashboard creation using the Mosaic Planning and Analytics solution, including multiple budget scenarios, headcount planning, department-level expense forecasting, and other key features.
- Gain exposure to complex models across various industries, business models, and company sizes.
- Spearhead and influence future product development by serving as the voice of the customer and sharing feedback with the Product team.
- Collaborate closely with various teams, including Support and Data Operations. to ensure world-class customer satisfaction.
Requirements:
- 2+ years of professional experience working in financial consulting, finance, accounting, investment banking, or a related field.
- Exceptional analytical skills, including financial modeling and in-depth analysis (modeling exercise will be part of the interview process).
- Understand the interrelationship between the Income Statement, Balance Sheet, and Cash Flow.
- Proactive, self-motivated, and takes full ownership of responsibilities.
- Exceptional communication and interpersonal skills, with the ability to lead conversations.
- Detail-oriented and highly organized, ensuring tasks are completed efficiently.
- Quick learner with a strong drive to grow and succeed.
- Comfortable navigating challenging or unfamiliar situations.
- Thoughtful and inquisitive, always seeking to understand the purpose behind tasks.
- Open communicator who knows when to ask for guidance and updates frequently.
- Previous experience demonstrating autonomy and accountability in their role.
Nice to Have:
- Experience with Enterprise SaaS business models.
- Experience working in a start-up environment.
- Experience juggling multiple clients or projects at one time.
- Experience working with ERP, CRM, Billing & HRIS systems.
- Basic understanding of data languages, including SQL.
- PST timezone.
At Mosaic, we take immense pride in our diverse workforce, continuously nurturing a cohesive team of talented, independent, and compassionate individuals who are revolutionizing the realm of corporate finance. As a staunch believer in equal opportunities, Mosaic ensures the inclusion of all intersectional identities and maintains a strict policy against any form of discrimination. Our team members are equipped with the tools they require to enjoy a high degree of autonomy, and we encourage everyone to chase both professional and personal growth. While our headquarters are located in the picturesque Del Mar, California, we adopted a remote-friendly work environment early in our journey. Our teams make biannual trips to San Diego, taking a break from digital screens to engage in in-person interactions and team-building activities.
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What We Do
Born from the needs of high-growth, data-driven companies, Mosaic fuels financial planning and business performance. The platform combines big data and machine learning to provide powerful predictive reporting capabilities, leveling the playing field and giving startups tools and insights previously reserved for large enterprises. Mosaic is complementary to your existing tech stack, and its elegant one-click integrations and real-time analytics offer clear insights and straightforward recommendations. Whether it’s better understanding your cash burn, forecasting spend scenarios or uncovering powerful business insights, Mosaic provides greater visibility into the most important dynamics of the business. Built and led by co-founders with 25+ years of experience scaling high growth venture-backed companies, Mosaic is transforming the way businesses approach planning and performance management.
