Senior Financial Analyst

Founded in 2017, Trust & Will is the leading digital estate planning platform, trusted by over one million users. We provide modern, accessible solutions to help families protect their legacies with attorney-approved, legally valid documents tailored to individual state requirements. Our seamless online platform simplifies the estate planning and settlement process, empowering individuals to create wills and trusts while also partnering with financial advisors, attorneys, and institutions to make legacy planning more inclusive and affordable.

At the heart of our success is financial discipline and forward-looking insight—not just reporting numbers, but driving real business impact by connecting operational plans to financial outcomes.

We’re looking for a Senior Financial Analyst who is excited to partner across the business and continue developing our financial planning capabilities. You’ll work closely with Sales, Marketing, Data, and other teams to keep forecasts current, provide timely analysis, and surface insights that drive smarter decisions.

If you thrive in fast-paced environments, enjoy turning ambiguity into clarity, and want to shape how our company scales its financial planning discipline, this is the role for you.

About You:

You bridge finance and the business with clarity and discipline. You’re comfortable leading forecasts across functions, producing crisp reporting, and explaining results in ways that drive action. You thrive in ambiguity, build reliable processes, and partner closely with stakeholders to deliver meaningful outcomes.

About the Role:

This role is central to our FP&A team, supporting leaders with forecasting, variance analysis, and reporting while helping maintain the company-level model. Beyond producing forecasts, you’ll improve how FP&A operates—making our processes more accurate, efficient, and impactful, and surfacing insights that guide smarter decisions.

What You’ll Do:

• Drive department forecasting & reporting in partnership with business leaders.
• Maintain and improve the company-level forecast alongside finance leadership.
• Perform budget vs. actuals and variance analysis, surfacing insights that explain results and guide actions.
• Monitor departmental P&L performance and partner with leaders to stay accountable to financial goals.
• Conduct analysis of core metrics such as ARPU, LTV, ARR, CAC, and retention metrics to guide investment and growth decisions.
• Identify cost efficiencies and resource optimization opportunities.
• Deliver polished reporting and presentations that translate business activities into financial impact and drive decisions at the executive level.
• Build financial models and scenario analyses to evaluate trade-offs and support long-term planning and priorities.
• Strengthen FP&A processes through scalable, repeatable workflows, including automation and AI-driven solutions.

Qualifications:

• Bachelor’s in Finance, Economics, Statistics or related field.
• 4–6+ years of experience in FP&A, financial analysis, or related finance roles.
• Strong Excel/Google Sheets skills.
• Comfortable with driver-based forecasting and building/maintaining models.
• Solid understanding of P&L structure, variance analysis, and financial statement linkages.
• Strong communicator and storyteller: able to simplify analysis into clear, actionable takeaways.
• Detail-oriented with a focus on accuracy, reliability, and repeatable processes.
• Proven ability to partner with stakeholders, influence decisions, and balance collaboration with financial discipline.
• Comfortable leveraging AI tools to accelerate analysis and automate workflows.

Bonus Points for:

• Experience in SaaS, fintech, or venture-backed growth companies.
• Exposure to BI tools (e.g., ThoughtSpot, Looker, Tableau) or SQL for pulling/cleaning data.
• Experience supporting Sales/Marketing functions in prior FP&A roles.
• Interest in building finance processes and reporting foundations at a scaling company.
• A Passion for legacy planning, fintech, or mission-driven work.

Full-time Employee Benefits & Perks:

• Compensation: Salary + Equity
  • Our salary range for this position is $100,000 - $120,000, in addition to compensation we also include an employee equity package as a component of our offer along with other benefits and perks outlined below. 
• PTO
  • Flexible time off that you are encouraged to use
  • Generous paid company holidays and breaks throughout the year 
  • Monthly friends & family day
  • Paid time off to volunteer in your community
• Health and Wellness Benefits
  • Fantastic health benefits including medical, dental, vision, life insurance, and generous parental leave 
  • Financial wellness benefits (Equity & tax advisory support, financial coach support, and employer-sponsored 401k with an employer match)
  • Guest speakers & reimbursement for learning opportunities
• Extra
  • Flexible work schedule + hours
  • Family-friendly work environment. We support the complexity of a remote world with the needs of families
  • Optional company-sponsored events and travel throughout the year
  • $500 Work from home stipend + Apple accessories 

About Trust & Will: 

• We are a remote-first company, giving our employees the flexibility they need to work in an environment that best suits their needs. Our hiring process is also conducted virtually unless otherwise noted. We are a company that was founded in San Diego, CA, and offer a collaborative co-working space that is available for you to use if you'd like but not required. #LI-Remote
• We are proud to be a certified B Corporation, using business as a force for good. We are committed to building a healthy, sustainable, and engaging working environment for all employees, their families, and communities. We publish an annual impact report to outline our positive contributions to our world and set an example for all employers.
• Trust & Will's mission is to help every family leave their legacy through affordable, accessible estate planning. That starts with the people we hire and the ways in which we support the development of their unique talents and capabilities. We are committed to prioritizing ways to make our company and industry more inclusive. This means we must be revolutionary in the way we value diversity to revolutionize our business sector. At Trust & Will, everyone has a seat at the table and space to be their authentic selves because only in a company that is inclusive and diverse can we truly stand in our members' shoes.
• California Privacy Notice: Trust & Will collects personal information from applicants including identifiers, professional/employment history, and education information to evaluate qualifications and communicate about your application. California residents have the right to know what information we collect, request a copy, correct inaccuracies, or request deletion (subject to exceptions). To exercise these rights, contact [email protected]. For more information, visit our privacy policy.