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Financial Analyst



IT, Accounting & Finance
United States
Posted on Tuesday, June 25, 2024

OurFamilyWizard is a technology company on a mission to help families thrive across all of life’s circumstances. We bring together two leading family management brands: OurFamilyWizard, the world’s most trusted co-parenting application, and Cozi, the #1 family organizing app.

Cozi is the leading family calendar and organizing app, helping millions of families manage busy family life and receiving over 250,000 5-star ratings. OurFamilyWizard is a SaaS technology platform that enables families to co-parent seamlessly across households. Nearly one million parents and family law practitioners have leveraged OurFamilyWizard to coordinate schedules, record documentation, exchange digital payments, and settle disputes. Together, the platforms provide a holistic set of solutions for all types of families.

We recently received a private investment round from Spectrum Equity, putting Cozi and OurFamilyWizard in the same neighborhood as Grubhub, Ancestry.com, Headspace, and others. We are looking for passionate team members to join us in accelerating our growth to the next level by reaching the millions of families who can benefit from our technology solutions.

As a Financial Analyst, you will play a pivotal role in driving financial strategies and decision-making processes for our high-growth SaaS company, leveraging data insights to optimize performance and support our continued expansion.

What you will accomplish:

  • Own our KPI reporting: Analyze, capture, and gain deep familiarity with the KPI metrics that drive our business.
  • Produce eye-opening analysis: Generate ad-hoc analyses to enhance our go-to-market strategy (e.g., go-to expert for sales data analytics, marketing and sales activity analysis to guide spend decisions, market analysis to guide regional focus, product engagement analysis to identify renewal drivers, etc.).
  • Recommend actionable improvements: Proactively identify actionable insights driven by data analysis and provide suggestions for optimizing results across sales, marketing, product, and other functions.
  • Support budgeting and forecasting: Take ownership of revenue and financial models related to quarterly forecasting and annual budgeting.
  • Communicate our financials: Assist in the preparation of Board materials, management reporting, and regular key performance metric reporting.
  • Build dashboards: Leverage tools such as Excel and Tableau to provide reports to improve business processes.
  • Collaborate. Work with team members and leaders across the organization to use data to improve business results.

Who you are:

  • An exceptional analyst. You are a meticulous planner, skilled communicator, and produce detailed and robust analysis.
  • A curious and inquisitive mind. You find joy in utilizing data to unravel solutions to business inquiries.
  • You take pride in your work. You have a strong attention to detail and always aim to produce error-free analysis.
  • A trusted consultant. You are collaborative and take a client-driven consultative approach to working with counterparts across the business.
  • Strong communicator. You communicate clearly, both written and verbally, and boil down complete data analysis into simple explanations with key takeaways.
  • Low ego and high integrity. You look for the best answers for your customers and our business, and value doing what’s right over being right.

What you bring:

  • Bachelor's or Master's degree in business, Finance, Economics, Math/Statistics, or Engineering
  • Demonstrated expertise with at least 2 years in analytics, financial planning, or financial consulting roles
  • Strong working knowledge of Microsoft applications, particularly Excel and PowerPoint
  • Expert Excel financial modeling skills
  • Excellent verbal and written communication skills
  • Extensive familiarity with data visualization tools such as Tableau or PowerBI; Knowledge of SQL and database architecture a big plus

Why Join?

Great mission. Creating a safe and productive environment for families to co-exist is extremely important for us; we’ve been doing it for 20 years and are deeply motivated by adding value to the lives of parents, children, and practitioners.

Growing team. While we’ve been around for a while, we continue to evolve and innovate. That’s what keeps us going! You’ll have an opportunity to contribute meaningfully to our organization as we hit our second stride.

Amazing Culture. OurFamilyWizard has a positive and supportive culture—we look for people who are curious, inventive, and work to be a little better every single day. In our work together, we aim to be smart, humble, hardworking and, above all, collaborative.

Here’s a list of our key benefits:

  • Full Medical: OFW Pays 100% of the premium for employee AND additional family members
  • 401k: Up to a 4% match with immediate vesting
  • 12 weeks paid leave for all new parents
  • 15 Paid Holidays + Additional You Days
  • Learning & Development stipend for employees
  • Supportive and flexible working environment – work from anywhere!

Come As You Are!

OurFamilyWizard provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.