We're looking for a highly analytical, systems-minded
Financial Analyst
to serve as the financial architect of a growing private club organization.
This is not a transactional accounting role. You will operate as a high-level individual contributor responsible for building financial clarity, modernizing reporting systems, and partnering with operational leaders to drive disciplined, data-driven decisions.
You will report directly to executive leadership and provide structured financial insights that support long-term sustainability, capital planning, and operational performance. The goal is to transition from reactive reporting to a structured, systems-first operating model.
If you enjoy building financial infrastructure from the ground up and turning messy operational data into board-ready clarity, this role is a strong fit.
Why You'll Want to Join
You will be paid in
USD
(bi-monthly: every 15th and 30th)
Paid Time Off
in accordance with company policy
Observance of
Holidays
per company guidelines
100% remote setup
so you can work wherever you feel productive
High-visibility role with direct executive and board interaction
Opportunity to modernize financial systems inside an established organization
Ownership over reporting, modeling, and capital planning
What You'll Work On
Strategic FP&A and Business Partnering
Build and formalize a structured monthly reporting package including full financial statements and department-level Budget versus Actual reports
Partner with department leaders to extract operational data and standardize reporting workflows
Develop scenario models to guide pricing, membership, and program decisions
Provide board-ready financial presentations and insights
Capital Planning and Project Oversight
Manage multi-year capital expenditure budgets
Oversee project-level cash flow tracking and variance analysis
Review vendor contracts and monitor milestone-based spending
Maintain a rolling 13-week cash flow forecast to ensure liquidity planning
Financial Integrity and Systems Leadership
Maintain audit-ready financial records and oversee tax compliance coordination
Monitor loan covenant compliance and lender reporting requirements
Serve as the internal systems lead for Jonas Club Software, owning accounting modules including A/P, A/R, member billing, fixed asset schedules, and financial reporting
Improve data integrity across Jonas POS and accounting systems
Identify and automate manual reconciliation processes using Jonas reporting tools and Excel-based workflows
Risk and Insurance Oversight
Lead annual insurance renewal processes
Partner with brokers to evaluate coverage and cost impact
Analyze premium shifts and their effect on the operating budget
What You Bring
5+ years of experience in strategic finance or FP&A
Experience in recurring revenue environments such as membership models, subscriptions, SaaS, or similar
Advanced Excel proficiency including financial modeling, multi-tab reporting structures, and variance analysis
Hands-on experience with Jonas Club Software or comparable club management and accounting platforms such as Clubessential, Northstar, or similar
Strong understanding of three-statement financial reporting
Experience building financial systems or reporting infrastructure from scratch
Ability to translate operational data into executive-level insights
Strong written and verbal communication skills
Comfort presenting to senior leadership or board-level stakeholders
Nice to Have
Experience in private clubs, hospitality, or service-based organizations
Familiarity with Jonas Club Software accounting modules including fixed asset depreciation, interim financial statements, and POS reconciliation
Experience managing capital projects or multi-year budgets
Background improving financial workflows through automation
How to Apply
Please include:
Your
updated resume
A
short Loom video (1 to 2 minutes)
explaining a financial reporting system or modeling framework you built and how it improved decision-making
Only candidates who submit a Loom video will be moved to the next step of the hiring process.
If you are structured, detail-oriented, and capable of building financial clarity inside an operationally complex environment, this role offers executive visibility and the opportunity to architect long-term financial systems that actually get used.
Application Process Overview
Our comprehensive selection process ensures we find the right fit for both you and our clients:
Initial Application - Submit your application and complete our prequalifying questions
Video Introduction - Record an video introduction to showcase your communication skills and work experience
Role-Specific Assessment - Complete a homework assignment tailored to the position (if applicable)
Recruitment Interview - Initial screening with our talent team
Executive Interview - Meet with senior leadership to discuss role alignment
Client Interview - Final interview with the client team you'd be supporting
Background & Reference Check - Professional reference verification
Job Offer - Successful candidates receive a formal offer to join the team
Each stage is designed to evaluate your fit for the role while giving you insights into our company culture and expectations.
We'll keep you informed throughout the process and provide feedback at each step.
