[Hiring] Financial Analyst Planning REMOTE USA

Position: Financial Analyst Planning

Date Posted: December 19, 2025

Industry: Finance / Accounting / Marketing / B2B Services

Employment Type: Part-Time

Experience: 5+ Years

Qualification: Bachelor’s Degree holder in Finance, Accounting, Business Administration, or related field

Location: United States REMOTE

Company: Rise25

Description:

WE ARE HIRING – FINANCIAL ANALYST, PLANNING

Rise25, LLC is a forward-thinking company dedicated to helping businesses build meaningful connections through podcasting. Founded by Dr. Jeremy Weisz and John Corcoran, the company works with top B2B organizations worldwide, offering tailored podcasting solutions that drive strategic relationships. With a strong commitment to remote work, Rise25 values creativity, professionalism, and initiative in its collaborative environment.

Role Overview:
We are seeking a detail-oriented, remote Financial Planning Analyst to support the financial health and strategic growth of our marketing agency. Initially part-time, this role involves developing budgets, financial forecasts, and performing analyses to guide executive decisions. Reporting directly to Co-CEO John Corcoran, the role oversees monthly financial books, projects revenue and expense growth, and manages budgeting across all major profit and loss categories. This position is ideal for a proactive, self-directed individual who thrives in remote, independent work environments and offers potential to transition to a full-time role.

Key Responsibilities:

• Develop and recommend annual financial budgets in partnership with the fractional CFO.
• Establish recurring monthly, quarterly, and annual financial review and forecasting processes.
• Create reporting procedures to communicate financial goals, performance metrics, and results to executive management.
• Prepare financial forecasts and conduct trend analyses for sales, expenses, and operational areas.
• Evaluate operational performance using quantitative and qualitative analysis to support strategic planning.
• Identify revenue and expenditure trends and provide actionable recommendations for improvement.
• Compare actual expenses against budgets, issue variance reports, and suggest corrective actions.
• Develop KPIs and operational metrics to improve business insight and decision-making.
• Collaborate with the Controller to oversee the monthly accounting close process.
• Conduct ROI analyses for client projects to support strategic investments.
• Perform ad hoc financial analysis and other duties as assigned to enhance operational efficiency.

Qualifications & Skills:

• Minimum 5+ years of experience in financial planning and analysis, preferably in fast-paced, entrepreneurial environments.
• Marketing agency or service-oriented industry experience is a plus.
• Strong independent work ethic with the ability to take initiative.
• Excellent written and verbal communication skills, proficient with email and Slack.
• Highly organized with attention to detail and proficiency in Google Drive tools.
• Fluency in English; non-native speakers are welcome.
• Reliable remote working setup with strong internet connectivity.
• Expertise in financial modeling, trend analysis, variance reporting, and KPI development.
• Willingness to collaborate with team members and stakeholders effectively.

Benefits:

• Flexible, fully remote work environment.
• Opportunities to collaborate with an innovative and growing team.
• Monthly learning and development sessions, including book clubs and masterclasses.
• Regular team meetings to celebrate achievements and foster cohesion.
• Mentoring opportunities with experienced professionals.
• Potential pathway to a full-time role based on performance.
• Featured benefits include medical insurance, vision insurance, dental insurance, and 401(k).

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