Financial and Data/AI Analyst

About the Position

Join the "Financial and Data/AI Analyst" Network

CFO Ventures is the world's first fully remote, distributed CFO services firm. We partner with founders and C-suite to help them make smarter strategic decisions with cutting-edge financial plans.

Our mission is to connect top financial analysts with fast-growing companies and provide the tools, systems, and community that make independent analyst work scalable and rewarding.

Why Join Us

💼 Client Opportunities

• Be matched with vetted businesses seeking part-time or project-based financial analysts (FP&A, RevOps, Data/AI for Finance).

🧭 Modern Tools, Templates & AI

• Access forecasting models, cohort/LTV frameworks, revenue dashboards, SQL/Python notebooks, and AI workflows (variance narratives, anomaly detection, forecasting assistants).

🌍 Community of Peers

• Collaborate with experienced analysts and CFOs across industries. Learn, share, and grow together.

🚀 Practice Acceleration

• Playbooks for scoping, data intake, analytics QA, and delivery - so you ship high-quality work faster.

Responsibilities

• Work on projects such as:
  • Monthly BvA with automated variance narratives (AI-assisted)
  • Cash flow forecasts and scenario modeling
  • Revenue analytics (cohorts, churn/retention, pricing & discounting)
  • Unit economics (CAC payback, LTV by segment, contribution margin)
  • Data pipeline setup from ERP/CRM to warehouse + BI dashboards
  • Board/Investor reporting packs with clear insights & actions

Requirements

• English: fluent
• Experience (any of the following):
  • FP&A / Finance Analyst in SME/startup or enterprise
  • Data Analyst / Analytics Engineer focused on finance metrics
  • Consulting background in finance/analytics (e.g., Big Four, boutiques)
• Customer-centric and solution-oriented; clear written & verbal communication
• Quality focus with strong analytical rigor and documentation habits
• Fluent with numbers & metrics (revenue bridges, unit economics, CAC/LTV, cohorts)

Nice to Have

• Data/Tooling (nice to have, the more the better):
  • SQL, Excel/Google Sheets (advanced), Python
  • BI: Power BI / Looker / Tableau / Metabase
  • Warehouses & ELT: BigQuery / Snowflake / Redshift, dbt / Airbyte / Fivetran
  • Finance stacks: Xero / QuickBooks / NetSuite exports
  • AI: prompt engineering for narratives, time-series forecasting, anomaly/outlier detection

How it Works

1. Apply to Join the Network

   • Fill out a short form below with your stack, industries, and availability.

2. Intro Conversation (selected profiles)

   • Quick call to align on strengths, use-cases, and our delivery standards.

3. Join the Community

   • Access templates, notebooks, SOPs, and our analyst forum.

4. Access Future Opportunities

   • As we expand, certified members receive client introductions and exclusive resources.

About the Company

CFO Ventures is dedicated to empowering fast-growing companies with strategic financial insights and data-driven decision-making. Our remote, distributed model allows for a flexible and dynamic work environment, fostering innovation and collaboration across a global network of professionals.