Financial Planning Analyst (Remote)

Part Time
Mid Level

Job Details: 


Want to help entrepreneurs all over the world build life-changing relationships and inspiring content? Through done-for-you podcast services, we help businesses grow, expand their outreach, and leave a lasting legacy.


Job Description: 

We are looking for a remote, initially part-time financial planning analyst who can create budgets and financial forecasts for a growing multiple 7 figure marketing agency business. You will review our books each month, project growth in revenue and costs, including what we should budget for all of the major categories in the P&L on an annual and rolling basis. You will report to Co-CEO John Corcoran and be responsible  for proactively providing executive management with support and advice on hiring, spending and operational challenges as they arise. ​​​​​​

​Your job will be to proactively predict business changes, develop budgets, and help us understand what we are doing right so we can do more of it and also what we are doing wrong so that we can anticipate growth and development issues and accelerate our business.  As with any small, high growth business, there are many hats to wear, and another important related function will be to oversee the quality control of our monthly accounting close process which is managed by our Controller. Your help identifying challenges before they slip through, using trend analysis and monthly analytical reviews will enhance your ability to deeply understand the business’s nuts and bolts, strengthening both our forecasting results and our underlying accounting data which forms the basis for those forecasts.


Key Responsibilities: 


  • With support from our fractional CFO, develop annual budget processes and apply those processes to develop and recommend annual financial budgets for the company.
  • Similarly develop various recurring monthly, quarterly and annual financial review and forecasting processes including various levels of reporting and tracking and use those processes to develop reporting procedures which permit appropriate communication of company goals and performance results both to executive management and within the company departmental and employee base.  Assist in leading those communications throughout the business.
  • Prepare forecasts and analysis trends in sales, finance, general business conditions and other related areas as required.
  • Perform both quantitative and qualitative analysis of all operational aspects of the company to evaluate the company’s progress toward achieving its goals and to map out and/or adjust future goals and plans.
  • Identify favorable and unfavorable revenue and spending trends and work with our existing staff Controller, bookkeeper and fractional CFO to provide analytic and detailed transactional results and recommendations for improved performance and efficiency.
  • Perform financial statement review to review the actual expense versus budget and issue monthly variance statements along with explanations of significant variances and recommendations to mitigate negative variances.
  • Develop a limited, impactful set of Key Performance Indicators, as well various supporting transformational financial and operational metrics to better understand the business’s operating dynamics and develop supporting financial models and decision-support tools to mechanize appropriate decision processes.
  • Work directly with our Controller to review the monthly accounting close process and analyze results using trend analysis to maximize the accuracy of the process.
  • Provide return on investment (ROI) analysis for client projects.
  • Other duties as assigned by the management.


This position is remote and self-paced. You can work from anywhere with a good Internet connection. We are looking for someone who will devote at least 20 or more hours per week.  If you have fewer hours available, we will work with the successful candidate so long as there is a clear, agreed upon pathway and timeframe to a role that is half-time or more given the workload involved.

You must be good at self-direction and taking initiative. In addition, it is important to us that all of our team members are detail-oriented and meticulous; therefore, in the application form, when it asks for your “favorite vegetable?” Please put the word “eggplant.”


Required Skills:

  • 5+ years Financial Planning and Analysis experience in a fast-paced entrepreneurial organization.  Experience in a marketing agency environment will make you a rockstar.
  • You are true self-starter and relish working independently for the greater good of a people oriented organization.  Our organization is fully virtual and it takes someone who loves what they do and wants to do it well and effectively to make us and themselves truly successful.
  • You are nice – we spend a lot of time working and we like to work with nice people.
  • You are quick with communication via email and Slack.
  • You speak English flawlessly (even if you are not a native English speaker).
  • You are detail oriented and meticulous about checking your work for factual and mathematical errors.
  • You are very organized and can use documents in Google Drive.
  • You have access to reliable Internet services at all times.


Who We Are:


Rise25, LLC is a company on a mission to help businesses connect with their ideal prospects, referral partners, and strategic partners using a podcast. 


Co-founders Dr. Jeremy Weisz, a chiropractor turned serial entrepreneur, and John Corcoran, a former White House writer and speechwriter, were early adopters of the podcasting medium and between them have over 25+ years of combined experience with podcasting. Today, Rise25 works with top-notch B2B businesses around the globe, including one of the nation’s largest ticket sellers, consulting firms, law firms, and more. Learn more at:


Why Rise25:

The 100% remote team at Rise25 prioritizes flexibility, so you can work where and when you want, as long as you get your job done. Although we have team members all across the globe, we strive to build a culture of one team working together toward a common goal.

Monthly Book and Masterclass Club meetings - One of our core values is to Keep Learning, so we pay for our entire team to join our Book and Masterclass Club, where we have monthly meetings to discuss one book or masterclass we have all read or watched together.

Monthly video team meetings - We meet as a team once a month to celebrate each member’s personal and professional successes and participate in team-building activities.

New team member mentoring sessions - Experienced team members meet one-on-one or in small groups with new team members to help them get onboarded, answer questions, and welcome them to the team.


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