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Financial Planning Specialist

2 months ago

Minneapolis, Minnesota, United States OurFamilyWizard Full time

About OurFamilyWizard: OurFamilyWizard is a technology-driven organization dedicated to enhancing family dynamics through innovative solutions. We encompass three prominent family management platforms: OurFamilyWizard, the leading co-parenting application, Cozi, the top family organizing app in the U.S., and FamilyWall, a well-regarded family organization tool in Europe.

Cozi serves millions of families by simplifying their busy lives with its comprehensive family calendar and organizing features, earning over 250,000 five-star ratings. OurFamilyWizard is a SaaS platform designed to facilitate seamless co-parenting across different households, with nearly one million users, including parents and family law professionals, utilizing its tools for scheduling, documentation, digital payments, and conflict resolution. FamilyWall offers services in nine languages, providing families with essential organization, planning, communication, and budgeting resources. Together, these platforms deliver a complete suite of solutions for diverse family needs.

We have recently secured a private investment round from Spectrum Equity, positioning Cozi and OurFamilyWizard alongside notable companies in the tech industry. We are eager to welcome passionate individuals to our team as we strive to expand our reach and impact on families worldwide.

Role Overview: As a Financial Analyst, you will be instrumental in shaping our financial strategies and guiding decision-making processes within our rapidly growing SaaS enterprise. Your expertise in data analysis will be crucial in enhancing performance and supporting our growth initiatives.

Key Responsibilities:

  • Manage KPI Reporting: Analyze and develop a thorough understanding of the key performance indicators that drive our business operations.
  • Conduct In-Depth Analyses: Generate insightful analyses to refine our market strategies, including sales data analytics, marketing activity assessments, and product engagement evaluations.
  • Propose Actionable Enhancements: Identify and recommend data-driven insights to optimize outcomes across various departments, including sales, marketing, and product development.
  • Oversee Budgeting and Forecasting: Take charge of revenue models and financial projections related to quarterly forecasts and annual budgets.
  • Prepare Financial Communications: Assist in the creation of materials for Board meetings, management reports, and regular performance metric updates.
  • Develop Dashboards: Utilize tools like Excel and Tableau to create reports that enhance business processes.
  • Collaborate Across Teams: Work alongside colleagues and leadership to leverage data for improved business results.
Ideal Candidate Profile:
  • Analytical Expertise: You are a detail-oriented planner and communicator, capable of producing comprehensive analyses.
  • Curiosity and Inquisitiveness: You enjoy using data to uncover solutions to complex business challenges.
  • Pride in Quality: You maintain a strong attention to detail and strive for accuracy in your analyses.
  • Consultative Approach: You are collaborative and adopt a client-focused mindset when working with various stakeholders.
  • Effective Communicator: You convey complex data analyses in clear, concise terms, highlighting key insights.
  • Integrity and Humility: You prioritize finding the best solutions for clients and the organization, valuing ethical decision-making.
Qualifications:
  • Bachelor's or Master's degree in Finance, Business, Economics, Mathematics, Statistics, or Engineering.
  • A minimum of two years of experience in analytics, financial planning, or consulting roles.
  • Proficient in Microsoft applications, especially Excel and PowerPoint.
  • Advanced Excel financial modeling capabilities.
  • Strong verbal and written communication skills.
  • Familiarity with data visualization tools such as Tableau or PowerBI; knowledge of SQL and database architecture is a plus.
Why Join OurFamilyWizard?

We are committed to creating a safe and supportive environment for families, a mission we have upheld for two decades. Our growing team is dedicated to innovation and evolution, providing opportunities for meaningful contributions as we continue to expand. Our positive and collaborative culture values curiosity, creativity, and continuous improvement.

Benefits:
  • Comprehensive medical coverage with 100% premium paid for employees and their families.
  • 401k plan with up to a 4% match and immediate vesting.
  • 12 weeks of paid leave for all new parents.
  • 15 paid holidays plus additional personal days.
  • Learning and development stipend for employees.
  • Flexible working environment with remote work options.
Equal Opportunity Employer: OurFamilyWizard is an equal opportunity employer, committed to fostering a diverse and inclusive workplace. We prohibit discrimination and harassment of any kind, ensuring a fair and equitable work environment for all individuals.