What are the responsibilities and job description for the Financial Analyst position at Rize?
Rize is seeking a forward-thinking Financial Analyst to create new tools, insights, and models that will guide business decisions across our organization.
At Rize, we’re building the banking platform of the future — one that unifies spending, saving, and investing in ways current banks can’t. We’ve built a truly differentiated product capable of independently managing multiple pools of money across different account types. We’re dedicated to intelligently helping people achieve their financial goals. This is your chance to rebuild banking from the ground up!
WHO WE’RE LOOKING FOR:
The Financial Analyst will lead efforts in managing financial analysis, short and long term planning, project & cost analysis, and budget management functions. This position will work closely with all company departments on a regular basis to analyze the business, identify, and recommend actions which support company objectives and drive financial results.
This is an opportunity to build a lot of new functionality into our Finance organization. This person will take the lead on understanding what factors will move our business forward, then influencing adoption across teams. Our expectation is that this person will take a proactive approach and contribute towards market research, building forecasting, tweaking pricing models, designing investor reporting, among other objectives.
WHAT YOU’LL GET TO DO:
- Utilize Microsoft Excel, Google Sheets, and other software tools to build forecasts, financial reporting, comparative analyses, ad-hoc reports, and operational metrics dashboards
- Study industry and economic trends to understand and interpret how and when market data applies to our business
- Coordinate with other members of the organization (specifically on the Growth, Compliance, and Client Services teams), to provide analysis of forecasts and recommend actions for optimization
- Establish and evaluate profit plans
- Guide cost analysis process by establishing and enforcing policies and procedures
- Contributes to team effort by accomplishing tasks related to month-end close, invoicing, and day-to-day accounting operations
WHAT YOU’LL NEED IN ORDER TO BE SUCCESSFUL:
- Ability to not only operate but thrive in a fast-paced, remote work environment
- Self-motivation
- Strategic and creative thinking
- Strong research and decision-making skills. An attitude of, “Build it, try it, try it again.”
- Communication and active listening skills
- A high degree of proactivity
Preferred Education and Experience:
- Bachelor's degree in Accounting or Finance preferred
- Intermediate knowledge of Quickbooks Online required
- Intermediate knowledge of GAAP accounting required
- High proficiency in financial modeling techniques
- Strong fluency with Microsoft Excel and Google Sheets required
- 3 years of financial analysis experience in the Banking, Payments, or Fintech industry preferred
- Previous experience in a financial industry dealing with interchange highly preferred
WHY RIZE?
- We offer a competitive salary, robust benefits, 401K safe harbor, and stock options in the company. We treat you as an owner because you are!
- We trust you to get your work done so we offer unlimited PTO and a flexible remote-first policy.
- We’re a small, close-knit team and we always make room for fun in our busy schedules with monthly team lunch-and-learns and Fintech industry networking opportunities.
YOU SHOULD APPLY IF:
- You want to play a key role in changing the financial world for the better
- You want to be part of building something from the ground up
- You want to solve a new problem every day
- You work well with the fast pace and ambiguity inherent in a start-up
At Rize, we don’t just accept difference — we celebrate it, we support it, and we thrive on it for the benefit of our team, our products, and our community. Rize is proud to be an equal opportunity employer.
