Job Description

Finance and Operations Analyst

Build the insight engine behind a fast-moving SaaS business

Why this role is different

If you love digging into numbers, asking hard questions, and turning data into decisions, this is your kind of role. We’re building the financial backbone of a growing company and we’re looking for someone who wants a front-row seat. You’ll work across teams to make sure big bets are backed by clear analysis and everyday operations run on solid fundamentals. This is part finance, part strategy, part ops – all with a mandate to make the business smarter, faster, and better. The ideal candidate will be in Charleston, SC and able to spend significant time in the

This is an in-person role based in our Charleston, SC office.

What you’ll do:

Your impact & how you’ll make it happen

Financial Planning & Analysis:

• Develop and maintain detailed financial models for forecasting, budgeting, and scenario analysis.
• Track financial and operational KPIs, highlighting variances and actionable insights.
• Partner with team leads to align budgeting with strategic priorities and department plans.
• Analyze and report on unit economics, pricing strategy, and business margins.
• Support day-to-day finance operations including invoice tracking, purchase order creation, spend management, and coordination with the accounting team.

Operational Strategy & Reporting:

• Design and maintain dashboards to monitor performance across departments.
• Build tools and templates that streamline data capture and improve decision-making.
• Work with the COO to evaluate business processes and recommend efficiency improvements.
• Support monthly and quarterly business reviews with clear, concise reporting.

Strategic Projects & Initiatives:

• Act as an internal consultant on high-priority operational or financial projects.
• Assist in evaluating vendors, tools, and partners that impact cost structure or growth potential.
• Support new business initiatives, market analysis, and investment cases.
• Conduct research and develop presentations to support executive decision-making.

Cross-functional Collaboration:

• Serve as the connective tissue between finance, operations, and leadership teams.
• Ensure key decisions are supported by robust analysis and aligned with business goals.
• Assist with process mapping, documentation, and change management across teams.

What we’re looking for

• 1-3 years of experience in finance, business operations, consulting, or a related analytical role
• Strong modeling and analysis skills using Excel, Google Sheets, and/or BI tools (e.g. Looker, Tableau, PowerBI)
• Experience with financial systems and accounting platforms (e.g. QuickBooks, NetSuite)
• Proficiency in querying large datasets using SQL to support financial reporting, performance analysis, and ad hoc decision-making preferred
• Excellent written and verbal communication skills, with the ability to distill complex data for non-financial stakeholders
• High attention to detail with a bias toward action and execution
• Comfort in fast-paced environments with ambiguity and evolving priorities
• Bachelor’s degree in Finance, Accounting, Economics, or a related field

Why you’ll love working here

• Early-stage visibility – you'll work directly with senior leadership and shape how decisions get made.
• Real business impact – your insights will be used daily, not filed away.
• Human-centered culture – flexible work hours, remote-friendly, zero-ego peers who value mentorship.
• Fast pace, no pretense – big ambition, small bureaucracy, and real room to grow.

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