业务分析师
Business Analyst
关于FinStrat Management
FinStrat Management是一家提供部分CFO服务的公司，专注于SaaS企业。我们帮助客户财务团队更高效地运作——我们大量使用AI工具如Claude，以比传统公司更快、更严谨的方式实现这一点。
关于该职位
我们正在寻找一位充满好奇心、积极主动的应届毕业生加入，担任业务分析师。你将通过研究、财务分析、数据分析和报告来支持客户项目，同时与我们的内部团队和客户建立良好的工作关系。这个职位适合热爱数字和数据的人，善于提出有深度的问题，能够主动采取行动，而不是等待每一步的指示，并且不断寻求学习机会。你每天都会使用AI工具作为核心工作方式，同时运用自己的判断力和分析思维。
你将负责的工作
- 汇集研究、财务数据和分析，以支持客户项目，包括财务摘要、对比分析、市场调研、KPI分析和其他数据驱动的交付成果。
- 处理财务和运营数据，识别趋势、不一致之处和洞察点，并解释这些数字的含义。
- 对分配的任务负责，并主动识别下一步行动、开放性问题和提升项目质量的机会。
- 准备清晰简洁的书面材料——备忘录、摘要、跟踪表和分析报告——让我们的团队和客户能够快速理解并采取行动。
- 通过可靠的跟进、周到的沟通和及时的响应，与团队成员和客户建立良好的工作关系。
- 提问、寻求反馈，并持续提升对财务、会计、SaaS指标、客户运营和我们内部工具的理解。
- 使用Claude和其他AI工具加速研究、分析、起草和文档审查，同时独立验证输出和计算结果。
- 在需要时协助项目协调工作，例如安排日程、跟进跟踪和文档整理，同时进行核心分析工作。
- 快速了解我们的内部流程，并主动寻找提高效率的方法。
我们寻找的人选
- 金融、会计、商业、经济、数学、统计、数据分析或相关领域的学士学位优先。
- 强大的定量和数值技能，能够熟练处理财务信息、计算和百分比
查看英文原文
About FinStrat Management
FinStrat Management is a fractional CFO firm serving SaaS companies. We help our clients’ finance teams run better - and we lean heavily on AI tools like Claude to do it faster and more rigorously than a traditional firm.
About the Role
We’re looking for a curious, proactive recent grad to join as a Business Analyst. You’ll support client engagements through research, financial analysis, data analysis, and reporting, while building strong working relationships with both our internal team and our clients. This role is ideal for someone who loves working with numbers and data, asks thoughtful questions, takes initiative without waiting to be told every next step, and is always looking to learn. You’ll use AI tools as a core part of how you work day to day, while applying your own judgment and analytical thinking.
What You’ll Do
- Pull together research, financial data, and analysis to support client engagements, including financial summaries, comparisons, market research, KPI analysis, and other data-driven deliverables.
- Work with financial and operational data to identify trends, inconsistencies, and insights - and communicate what the numbers mean.
- Take ownership of assigned work and proactively identify next steps, open questions, and opportunities to improve the quality of an engagement.
- Prepare clear, concise written materials - memos, summaries, trackers, and analyses - that both our team and clients can quickly understand and act on.
- Build strong working relationships with team members and clients through reliable follow-through, thoughtful communication, and responsiveness.
- Ask questions, seek feedback, and continuously build your knowledge of finance, accounting, SaaS metrics, client operations, and our internal tools.
- Use Claude and other AI tools to accelerate research, analysis, drafting, and document review, while independently validating outputs and calculations.
- Support engagement coordination as needed, such as scheduling, follow-up tracking, and document organization, alongside your core analytical work.
- Learn our internal processes quickly and proactively identify ways to make them more efficient.
What We’re Looking For
- A bachelor’s degree in finance, accounting, business, economics, mathematics, statistics, data analytics, or a related field preferred.
- Strong quantitative and numerical skills, with the ability to work comfortably with financial information, calculations, percentages, trends, and large sets of data.
- Genuine curiosity and a desire to learn - you ask good questions, want to understand how things work, and actively seek opportunities to build your skills.
- A proactive mindset: you take initiative, anticipate what may be needed next, and are comfortable moving work forward without requiring constant direction. You don’t stop at completing the task assigned - you think about what the analysis is telling you, what questions remain, and what the logical next step should be.
- Strong written and verbal communication skills, including the ability to explain analysis clearly and adapt your communication to different audiences.
- Strong interpersonal skills and an interest in building relationships with teammates and clients.
- A genuine interest in data - numbers, spreadsheets, trends, and digging into why something doesn’t tie out are interesting to you rather than intimidating.
- High attention to detail and strong follow-through.
- Comfortable working in Excel/Google Sheets, including formulas, data manipulation, and analysis.
- Genuine comfort with AI tools such as ChatGPT or Claude, with the judgment to validate outputs rather than accepting them at face value.
- No prior industry experience required - we’ll train you on the specifics.
Bonus Points:
- Coursework or an internship in finance, accounting, or a related field.
- Experience with financial systems like QuickBooks or NetSuite.
Benefits and Perks
- Compensation commensurate with experience
- Flexible work schedule
- Unlimited vacation
- Medical, dental, and vision insurance
- Ongoing education and training
- Bonuses and profit-sharing
Originally posted on Himalayas