Financial Analyst for AI SaaS company Offline

About Us:
We are Sembly AI -- a cutting-edge AI SaaS startup revolutionizing how businesses use AI to achieve results with our industry-leading AI Teammate product. As a Customer Success Associate, you will have a pivotal role in ensuring our customers derive the maximum value from our product. We are a US company (NYC origins) with a strong presence in Ukraine and EU.

Role Overview

We are seeking a detail-oriented and proactive Part-Time Financial Analyst to join our growing team. This is an excellent opportunity for someone who thrives in a fast-paced, data-driven environment and is looking to contribute meaningfully to a high-growth tech company.

The role begins with a 4-week full-time onboarding phase to build foundational knowledge of our current spend structure, followed by an ongoing commitment of approximately 16 hours per month.
 

Key Responsibilities

• Conduct a comprehensive review of all company expenditures across departments and categories
• Build and maintain a structured, up-to-date spend database
• Create monthly spend reports with breakdowns and trends by category, department, vendor, etc.
• Develop month-over-month change reports and analysis to highlight cost shifts and anomalies
• Generate future spend projections based on historical data, contracts, and business plans
• Collaborate with leadership to support budgeting and planning initiatives
• Provide ad hoc financial analysis as needed to support business decisions
   

Requirements

• Proven experience as a financial analyst or similar role, ideally in a startup or SaaS environment
• High proficiency with Excel/Google Sheets, including pivot tables, advanced formulas, and data visualization
• Knowledge of automations in Excel/Google Sheets, strong "chatgpt" skills (preferred: some SQL knowledge)
• Experience building simple dashboards in Google Sheets (preferred advanced, such as Looker Studio)
• Strong analytical, problem-solving, and organizational skills
• Excellent attention to detail and ability to spot inconsistencies or gaps in data
• Clear written and verbal communication
• Ability to work independently and manage time across ongoing and ad hoc tasks
• Fluent or near-fluent English
   

Preferred Qualifications (not required)

• Experience working in or with IT or SaaS product companies
• Knowledge of how to work with API's and automate data extraction from other application/tools for reporting
• Familiarity with financial planning and analysis (FP&A) functions in a startup context
• Knowledge of accounting and bookkeeping principles is a plus
• Familiarity with tools such as QuickBooks
   

What We Offer

• Flexible part-time work with a high degree of autonomy
• Opportunity to work with an innovative AI company at the forefront of productivity tech
• Insight into startup operations and strategy
• A collaborative, global team environment