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Financial Analyst

Chatbooks

Chatbooks

IT, Accounting & Finance
Lehi, UT, USA
Posted on Sep 30, 2024

About Chatbooks

At Chatbooks, we think photos deserve to be seen, not trapped on your phone— which is why we created our user-friendly photo book app! Users make the memories and we make the photo books. By focusing on four core values—beyond easy, super affordable, great quality, and amazing service—we continue to keep Chatbookers everywhere excited about printing their everyday magic.

About the Team

We have a high-performing ALL-STAR culture and team and are headquartered in Lehi, UT. We offer a competitive compensation package including salary, bonus, health benefits, unlimited PTO, and lots of flexibility.

The “Big Why” driving the company’s mission is to strengthen families, so Chatbooks co-founders Nate and Vanessa Quigley have deliberately created a company culture that’s supportive of employees’ whole lives. Their goal is that everyone on the team can put this mission into practice in their own lives, whether that’s flexibility to go to a child’s dance recital and hit up the gym during lunch, or time off to recharge and travel the world.

Some recognitions we’ve received include: 2022 Top Workplaces USA, 2022 Fortune Best Medium Workplaces, 2022 Best Workplaces for Millennials Award, 2022 Best Workplaces in Technology—just to name a few.

Chatbooks strives to be an employer-of-choice for women and parents by offering flexible working options, welcoming kids in the office, and strongly supporting women in leadership roles. Women currently make up 56% of the company’s leadership positions.

At Chatbooks, we have put incredible focus into building a team of high-performing “All-Stars.” All-Stars have 6 characteristics: Grown-Up (you manage yourself and your time & handle disagreements without drama), Ship (you get things out the door efficiently, and manage shifting priorities), Amazing (your work is simply AMAZING!), Optimistic (you share solutions instead of problems), and Kind (you’re consistently kind to teammates and partners), Hungry (you feel the urgency to make progress and execute relentlessly) . If this sounds like you, we’d love to talk!

We are very interested in every qualified candidate who is eligible to work in the United States. However, we are not able to sponsor visas.

We are open for employment in the following states: Alaska, Arizona, California, Connecticut, Florida, Idaho, Illinois, Minnesota, Missouri, North Carolina, New Jersey, Nevada, New York, Oklahoma, Pennsylvania, Tennessee, Texas, Utah, Virginia, and Washington.

About the role
Join our dynamic finance team and help shape the future of Chatbooks by managing budgets, forecasts, and insightful financial analysis. You'll collaborate across departments to optimize our financial model, analyze new initiatives, and guide strategic decisions through data-driven storytelling. If you're a detail-oriented self-starter with a passion for finance and a love for spreadsheets, we’d love to hear from you!

What you'll do

  • Work with the FP&A Manager in preparing budgets, forecasts, month-end reporting and analysis, operational and management reporting and trend analysis

  • Manage continuous financial model, including frequent data updates and re-forecasting, and optimize modeling structure to scale with company growth

  • Develop relationships and work effectively across departments (esp. operations and marketing) to ensure financial forecast is collaborative and accurate

  • Analyze new initiatives to support strategic management decision-making process

  • Build comprehensive models and highlight and understand major assumptions and their effects on the budget/forecast

  • Assist in preparation of monthly and quarterly reporting packages that include analysis of key business trends and variances to plan

  • Use critical thinking and technical skillset to run scenarios to evaluate and recommend data-driven solutions

  • Identify areas of risk and opportunity through regular analysis of key business trends

  • Leverage data for financial storytelling and present it through data visualizations in compelling dashboards and reports, to aid in decision making

  • Guide planning and resource management

What you'll bring

  • Bachelor’s degree in finance, accounting, economics or related field

  • Advanced Excel skills required with modeling experience

  • 1-2+ years experience in finance, preferably investment banking/consulting or FP&A for a subscription business

  • Experience in SQL and Tableau preferred

  • Excellent business acumen and ability to relay objectives and translate data to stakeholders within an organization

  • Strong interpersonal and presentation skills; ability to work cross functionally with multiple teams and communicate effectively

  • Employs effective time management skills and meets deadlines.

  • Manages multiple assignments simultaneously and has strong organizational skills.

  • Demonstrates a strong attention to detail.

  • Has knowledge of Generally Accepted Accounting Principles (GAAP) and its applications in accounting, budgeting, and finance.

  • Demonstrates initiative and resourcefulness as a self-starter.

  • Hybrid in office/WFH role - Tuesday, Thursday in Office / Monday, Wednesday, Friday Work From Home
What you'll accomplish within the first 90 days
  • Have a clear understanding of Chatbooks culture, business objectives, and strategy.

  • Develop a deep comprehension of the Chatbooks financial model, proficiency in updating and producing analysis from the model, and an understanding of the driving forces on growth and profitability.

Why you'll love working at Chatbooks
  • 100% coverage for medical for you and your family

  • 100% coverage for employee dental, and vision, group life and long-term disability insurance —yes, you read that right we cover it all

  • Unlimited, free therapy sessions from the comfort of your home

  • 4-12 weeks paid Parental Leave

  • Paid Holidays

  • A good work/life balance is encouraged! We’ve implemented Mandatory Time Off with a recommendation to take 1 week off every season

  • Company-wide winter break to relax with your family

  • 401k plan with employer match of up to 4%

  • We are a remote first company headquartered in Lehi, Utah

  • Company sponsored WFH Setup

  • Impending work week Sunday night dread? Nope, that’s not a thing here!

  • Ability to travel 2-3 times a year to our Lehi, Utah Clubhouse for in person collaboration and annual Chatfest celebration