Finance Analyst

United StatesRemoteFull-timemid

OtherFinance Analyst

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Quick Summary

Overview

Flex is building the AI-native private bank for business owners. We’re re-architecting the entire financial system for entrepreneurs—from the first dollar a business earns to how that value compounds,

Technical Tools

OtherFinance Analyst

Flex is building the AI-native private bank for business owners.

We’re re-architecting the entire financial system for entrepreneurs—from the first dollar a business earns to how that value compounds, moves, and is ultimately spent in real life. Banking, credit, payments, personal finance, and financial operations—rebuilt from the ground up as a single, intelligent system. Flex is the full financial home for ambitious owners.

Since launching publicly in September 2023, Flex has scaled from zero to nine-figure annualized revenue, with a clear path to profitability by late 2026. We move fast, ship relentlessly, and operate with extreme ownership.

Our customers are affluent business owners ($3–$200M in revenue)—the backbone of the economy and one of the most underserved segments in finance. They’re stuck with outdated banks and fragmented tools. We’re replacing all of it. The opportunity is massive: a ~$1T+ revenue market hiding in plain sight. Our ambition is to build a $100B+ company by delivering a product that is fundamentally better—not incrementally improved.

Flex has raised $100M+ in equity and $300M+ in debt.

- Mission-critical problems: We build software that directly controls how money moves at scale.

- High bar, low ego: Small teams, exceptional people, real ownership.

- Speed over comfort: We prioritize execution, quality, clarity, and results.

- Enduring impact: What we’re building will define how a generation of owners runs their businesses.

Team & Locations

We hire exceptional people who want to build hard things and see their work matter immediately. Roles are available in: San Francisco, Miami, New York, and fully remote.

Flex Fuels Ambition.

This is a ground-floor seat on a small finance team, and it's a genuinely embedded one. Most of your week will be spent with our go-to-market org — reporting on what our growth spend is actually returning, and acting as the finance counterpart on deal structure and pricing. The rest goes to the budget cycle, where you'll sit with department leads to build and defend their plans.

We're hiring for judgment and speed, not years served. If you're two years out of a banking analyst program, or a strong new grad who models well and writes clearly, you're the profile. You'll report to our Director of FP&A and get real exposure to the exec team.

Own reporting on the ROI of our growth investments — by channel, campaign, and segment — so the team knows what's working and what to cut
Run Deal Desk: serve as the finance liaison on pricing, deal structure, and non-standard terms, and be the person go-to-market pulls in before a deal gets committed
Build and maintain the customer and growth economics that inform how we invest in acquisition
Sit in go-to-market's meetings, not just their inbox — translate their questions into analysis and hand back a recommendation instead of a spreadsheet

Partner with department leads through quarterly budget and headcount planning — collect inputs, pressure-test them, and translate them into the plan
Track spend against budget, surface drift before it compounds, and flag what needs a decision
Build the analysis behind headcount, vendor, and resourcing calls — payback, cost-to-serve, build-vs-buy

Support the monthly forecast cycle: pull and reconcile actuals, build the variance analysis, and draft the commentary that explains what moved and why
Maintain the schedules and drivers that feed the company operating model, working alongside the Director of FP&A
Help assemble the monthly and quarterly reporting packages for leadership, the board, and lenders

Replace recurring manual work with something durable — AI workflows, queries, dashboards, templates — so next month it takes minutes
Bring rigor to automated output: reconcile it, stress it, and know where it breaks before someone else finds out

0–2 years in FP&A, strategic finance, investment banking, consulting, Big 4, or a comparably analytical role — exceptional new grads welcome
Bachelor's degree in finance, economics, accounting, engineering, mathematics, or another quantitative field
You build financial models from a blank sheet. Advanced Excel or Google Sheets is table stakes here, not a bullet point
Hands-on exposure to a real budgeting or forecasting cycle
AI is already the default in how you work, and you have the judgment to go with it: a reliable instinct for when a machine-generated answer is wrong, and the discipline to check before you forward it
You write clearly. You can compress a 40-tab model into three sentences a founder can act on
Extreme attention to detail, and comfort operating in ambiguity at speed — priorities here change faster than the plan does
Based in the US

Nice to Have

~1 min read

SQL — you can pull your own data instead of filing a ticket
Python, or comparable scripting for analysis and automation
BI and analytics tooling (Looker, Tableau, Power BI, Hex) and modern planning tools (Pigment, Cube, Aleph, NetSuite)
Fintech, banking, or lending background