- Financial Modeling Specialist 2

Position : Financial Modeling Specialist

Salary Range : USD/month

Working Schedule : Monday to Friday 8:00 AM to 5:00 PM EST 8:00 PM to 5:00 AM Manila Time

About the Company

A leading financial modeling company established in 2012 specializing in providing entrepreneurs with industryspecific financial projection spreadsheet templates. With a vast array of 100 templates we empower startups small businesses and freelancers to create robust financial projections assisting them in their quest for investor and lender funding. As a small dedicated team of 4 we emphasize collaboration innovation and exceptional customer service.

About the Role

We are seeking a fulltime Financial Modeling Specialist to join our team. This dynamic role involves creating new financial projection templates enhancing existing ones providing technical customer service troubleshooting and fixing spreadsheets answering advanced technical inquiries providing straightforward consulting for clients and making strategic template recommendations for intricate requests. Reporting directly to the business owner and CPA you will play an integral role in shaping our company's future growth and success.

Responsibilities

• Design and build new industryspecific financial projection spreadsheet templates.
• Design and build other small business financial management template tools
• Update and improve existing templates enhancing functionality and user experience.
• Address technical customer service requests promptly and professionally.
• Troubleshoot and resolve spreadsheet issues and errors experienced by customers.
• Answer complex technical questions guiding customers in the usage and features of our spreadsheets.
• Undertake simple consulting projects providing valuable insight and guidance to our clients.
• Assist our CPA with more complex consulting projects including with building trouble shooting and proofreading parts of custom models.
• Recommend appropriate templates to potential customers particularly for complicated requests.

Although not all of these qualifications are required the strongest candidates will have many of the following qualifications:

• At least 3 years of proven experience in financial modeling and spreadsheet creation.
• Education or background in accounting with knowledge of US GAAP and/or IFRS.
• Familiarity with and ability to create basic interlocking & balanced financial statements including income statements cash flow statements & balance sheets.
• Proficient in Microsoft Excel and Google Sheets including the ability to:
  • Create & edit multisheet models
  • Write and understand complex nested formulas including:
    • If SumIf CountIf
    • SumProduct
    • Index Match
    • Lookups
    • Array formulas
    • IfError
    • Min Max
• Write and use simple macros for formatting in Excel.
• Strong problemsolving skills and ability to troubleshoot technical issues.
• Exceptional customer service skills with the ability to explain complex concepts in a clear concise manner.
• Experience in a consulting role is highly desirable.
• Excellent communication and collaboration skills.
• Detailoriented with strong analytical abilities.
• Able to thrive in a small team environment and handle multiple tasks simultaneously.