Senior Financial Analyst, Lion Holdings

You’re inquisitive. Statistics fascinate you. You enjoy digging into information to understand the real story. You have a knack for recognizing trends and you like translating data for a larger team. Hello Senior Financial Analyst! Join us.

The SeniorFinancial Analyst analyzes financial data, makes forecasts, and provides recommendations to help company management and company stakeholders to make informed decisions. He/She ensures all financial reporting, operations, and transactions maintain compliance with organizational and regulatory financial policies, standards, and controls. He/She uses financial modeling and analytical tools to measure and forecast the impact of various economic scenarios, risks, and business changes. The Senior Financial Analyst tracks variances between financial projections and actual results to identify differences and recommends  necessary adjustments and/or improvements. He/She prepares balance sheets, income statements, cash flow analyses, and other financial reports to assess company performance and financial health.

This is a highly visible role with direct exposure to senior leadership and the opportunity to shape financial strategy in a dynamic, entrepreneurial environment. This is an onsite role located in Fort Lauderdale, Florida. We work 5 days per week in-office.

Job Responsibilities
 

• Analyze and forecast sales performance across core business units, including media content, online education, consulting services, events, and digital products. Use historical data and trend analysis to identify revenue drivers and performance gaps
• Develop and maintain financial models and dashboards that track key performance indicators (KPIs), pricing effectiveness, customer acquisition costs, ROI, and overall business health
• Support revenue planning and strategic decision-making, providing scenario modeling, sensitivity analysis, and insights influencing product launches, investment decisions, and resource allocation
• Deliver financial support across multiple business functions, aligning teams on budgeting, forecasting, and financial goal setting while ensuring consistency in reporting and accountability
• Prepare monthly and quarterly reporting packages, build dashboards, and presentations for leadership and investors.
• Collaborate with Sales, Marketing, and Executive Leadership to evaluate sales funnel performance, conversion rates, and channel efficiency, driving strategic initiatives based on real-time data insights
• Translate complex data into actionable insights, creating compelling presentations and reports that inform leadership and guide business growth strategies.
• Partner with various teams to provide actionable insights to support strategic initiatives and investments. 

Job Requirements

• 5+ years of experience in financial planning and analysis, investment banking, consulting or corporate planning
• A Bachelor’s degree in Accounting, Finance, or other relevant degree program is required; CPA and/or MBA preferred
• Must have proven ability to build and manage financial models, forecasts, and performance dashboards using Excel or Google Sheets
• Must have a strong understanding of sales operations, lead funnels, customer segmentation, and pricing optimization
• Experience with business intelligence (BI) tools such as Tableau, Power BI, or Looker is highly desirable
• Experience working in high-growth/startup environments is ideal
• Excellent communication and presentation skills, with the ability to explain complex financial concepts to non-financial stakeholders are required
• A self-starter mindset with a bias toward action, problem-solving, and delivering high-impact insights in a fast-paced, entrepreneurial setting is ideal

• Prior experience in digital media, consulting, ecommerce, or a startup environment is a plus
• Familiarity with Valuetainment’s content, mission, and audience - or a passion for entrepreneurial media is ideal
• Experience working with CRM or sales platforms like HubSpot, Salesforce, or other pipeline management tools is preferred

Compensation: Salary + Performance-Based Bonus, Comprehensive Benefits Package. Final compensation will be determined based on experience and skills and may vary from the range listed above.

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Valuetainment is proud to be an Equal Opportunity Employer. Our hiring practices provide equal opportunity for employment without regard to race, religion, color, sex, gender, national origin, age, United States military veteran’s status, ancestry, sexual orientation, marital status, family structure, medical condition including genetic characteristics or information, veteran status, or mental or physical disability so long as the essential functions of the job can be performed with or without reasonable accommodation, or any other protected category under federal, state, or local law.