Santa Monica, California, United States · Remote Solely
$80k–$90k/yr
Abacus is a progressive financial planning firm devoted to helping people expand what’s possible with money. We treat each other with the same level of care and respect we treat our clients – it’s why we offer unlimited …
Skills: Financial analysis, Forecasting, AI automation, Financial modeling, Data accuracy
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The role focuses on company forecasting, financial analysis, and reporting while leveraging AI to automate finance department processes. The analyst will partner with cross-functional teams to enhance reporting, ensure data accuracy, and provide insights to executive leadership.
Candidates must have 3+ years of financial data analysis and forecasting experience along with advanced Excel and financial modeling skills. A thorough understanding of GAAP and an eagerness to adopt AI tools are essential for success in this role.
Abacus is a progressive financial planning firm devoted to helping people expand what’s possible with money. We treat each other with the same level of care and respect we treat our clients – it’s why we offer unlimited vacation, flexible work hours (and location), 18 weeks of paid parental leave, and more.
The employee in this mid-level role will work remotely and partner with our finance team to ensure the company’s financial health is solid. Someone who would excel in this role feels comfortable taking initiative, is adept at solving problems independently and always treats coworkers as internal clients, with the utmost respect. The starting salary range for this position is $79,500 - $90,000.
What you will do:
The focus of this role is on company forecasting, analysis and reporting.
Use AI to create automation in the Finance department.
Partners with cross-functional teams to help enhance processes and automate financial and operational reporting.
Establishes strong quality checks and controls to ensure data accuracy.
Reviews financial planning work processes, systems, and procedures for efficient workflow and conformity with accounting principles.
Serves as a key resource for insightful analysis that facilitates decision making.
Prepares and delivers comprehensive evaluations, proposals, and recommendations to executive leadership, committees, and other stakeholders.
Reviews and audits fee calculations. Maintains simple loan ledgers and interest calculations.
Provides strong revenue analysis, explaining changes from prior periods and variance from budget.
Other general accounting functions including processing vendor invoices and client fees.
Must-Haves for success:
3+ years of financial data analysis and forecasting experience
Eager to learn and adopt the use of AI
Excellent organizational skills and attention to detail
Strong analytical and problem-solving skills
Advanced Excel spreadsheet and financial modeling skills
Ability to forecast trends and financial impacts based on multiple scenarios
Self-starter with ability to assess priorities and meet deadlines
Thorough understanding of generally accepted accounting principles (GAAP)
An understanding and appreciation of our Core Values - we hope you live and breathe them like we do.
We’re a certified B Corp committed to people and planet. If those things are priorities for you too, you belong with us!
Icing on the cake:
Financial industry knowledge and/or experience.
An interest in our work definitely helps – if you’re jazzed about money, financial planning, or our overall holistic and mindful approach to business – please mention it in your application!
At Abacus, we don't just support equal opportunity, we celebrate the value diversity brings and actively include varying perspectives and backgrounds in everything we do.
We care about your privacy and do not sell any information you share with us during the application process. Click here if you would like more information about our privacy policy.
Helping you align money with values through comprehensive financial planning and values-aligned investment management.
Abacus Wealth Partners is an independent, 100% independently-owned, fee-only, SEC-Registered Investment Adviser, and Certified B Corporation. Driven by purpose and a fiduciary responsibility to act in clients’ best interests, we provide personalized financial planning and research-driven, values-aligned investing. Our deeply human approach is designed to deliver clarity and confidence so you can have peace of mind knowing there’s a disciplined plan supporting your goals and your personal values. Our advisors work with clients through various stages of life, navigating major life transitions, preparing for retirement, and helping to grow and protect wealth while shaping the legacy they want to leave. As a firm, we emphasize clarity, intention, and long-term partnerships. We meet you where you are, help you understand your options, and offer support that connects your financial choices with your values. Disclosure: Abacus Wealth Partners, LLC [“Abacus”] is an SEC registered investment adviser. SEC registration does not constitute an endorsement of Abacus by the SEC nor does it indicate that Abacus has attained a particular level of skill or ability. This material is not intended to serve as personalized tax, legal, and/or investment advice. Social Media Disclosures: https://abacuswealth.com/social-media-guidelines/
Offices: 429 Santa Monica Blvd, Suite 500, Santa Monica, California 90401, US · 101 South Main Street, Sebastopol, CA 95472, US · 973 Laurel Street, San Carlos, CA 94070, US · 40 E. Montgomery Avenue, Ardmore, PA 19003, US
Helping you align money with values through comprehensive financial planning and values-aligned investment management.
Abacus Wealth Partners is an independent, 100% independently-owned, fee-only, SEC-Registered Investment Adviser, and Certified B Corporation. Driven by purpose and a fiduciary responsibility to act in clients’ best interests, we provide personalized financial planning and research-driven, values-aligned investing. Our deeply human approach is designed to deliver clarity and confidence so you can have peace of mind knowing there’s a disciplined plan supporting your goals and your personal values. Our advisors work with clients through various stages of life, navigating major life transitions, preparing for retirement, and helping to grow and protect wealth while shaping the legacy they want to leave. As a firm, we emphasize clarity, intention, and long-term partnerships. We meet you where you are, help you understand your options, and offer support that connects your financial choices with your values. Disclosure: Abacus Wealth Partners, LLC [“Abacus”] is an SEC registered investment adviser. SEC registration does not constitute an endorsement of Abacus by the SEC nor does it indicate that Abacus has attained a particular level of skill or ability. This material is not intended to serve as personalized tax, legal, and/or investment advice. Social Media Disclosures: https://abacuswealth.com/social-media-guidelines/
Offices: 429 Santa Monica Blvd, Suite 500, Santa Monica, California 90401, US · 101 South Main Street, Sebastopol, CA 95472, US · 973 Laurel Street, San Carlos, CA 94070, US · 40 E. Montgomery Avenue, Ardmore, PA 19003, US
