Finance Analyst

Job description

About this role

Flex is building the AI-native private bank for business owners . We’re re-architecting the entire financial system for entrepreneurs—from the first dollar a business earns to how that value compounds, moves, and is ultimately spent in real life. Banking, credit, payments, personal finance, and financial operations—rebuilt from the ground up as a single, intelligent system.

Responsibilities

• - Own reporting on the ROI of our growth investments — by channel, campaign, and segment — so the team knows what's working and what to cut
• - Run Deal Desk: serve as the finance liaison on pricing, deal structure, and non-standard terms, and be the person go-to-market pulls in before a deal gets committed
• - Build and maintain the customer and growth economics that inform how we invest in acquisition
• - Partner with department leads through quarterly budget and headcount planning — collect inputs, pressure-test them, and translate them into the plan
• - Track spend against budget, surface drift before it compounds, and flag what needs a decision

Qualifications and requirements

• - 0–2 years in FP&A, strategic finance, investment banking, consulting, Big 4, or a comparably analytical role — exceptional new grads welcome
• - Bachelor's degree in finance, economics, accounting, engineering, mathematics, or another quantitative field
• - You build financial models from a blank sheet. Advanced Excel or Google Sheets is table stakes here, not a bullet point
• - Hands-on exposure to a real budgeting or forecasting cycle
• - AI is already the default in how you work, and you have the judgment to go with it: a reliable instinct for when a machine-generated answer is wrong, and the discipline to check before you forward it