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FreeWill

Senior Financial Analyst (Brazil)

Posted 4 Days Ago
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Remote
Hiring Remotely in USA
Senior level
Remote
Hiring Remotely in USA
Senior level
The Senior Financial Analyst will drive financial strategy, assist in budgeting and forecasting, and enhance reporting processes within the Finance team.
The summary above was generated by AI

FreeWill is an award-winning, social-good startup that has partnered with 2,200+ nonprofits who support our mission while raising more than $11.9B in bequests to charities since we were founded in 2017. We’ve been featured in the New York Times, Forbes, Oprah’s magazine, and our co-CEOs have even been named to Town & Country’s “Top 50 Philanthropists” list.

All of this is because we’ve figured out how to make some powerful (but complicated!) ways to donate much easier and more accessible. Our products make things easier for the donors who want to change the world and for nonprofits doing heroic work around the planet.

In the last 8 years, we’ve grown from 5 people to 200+ (all smart, tenacious, and kind), and continue to grow. We’d love to have you be a part of this adventure. In 2024, we were named a "Most Loved Workplace" by both Newsweek and Best Practice Institute and in 2025, we were named as one of Forbes' Best Startup Employers and the 2025 Most Loved Workplaces® for Diversity; you can also check us out on Glassdoor! Curious about company culture and management at FreeWill? Check out the 2025 Best Manager Ever podcast featuring Anthony Sottile, FreeWill's VP of Partner Success on either Spotify or Apple.

Full-time • Contract • Work from Anywhere in BrazilAbout the Role

The Senior Financial Analyst is part of the Finance and Accounting team within Finance at FreeWill reporting directly to the VP of Finance. The successful candidate will play a critical role in shaping the financial strategy of the company, providing insights that drive decision-making, and drive company-wide planning and forecast. The ideal candidate will have strong analytical skills, attention to detail, and the ability to collaborate effectively with cross-functional teams. This role offers an opportunity to develop financial management skills in a dynamic, fast-paced environment while contributing to process improvement and system enhancement initiatives.

FreeWill has set compensation and a non-negotiation policy for fairness reasons (we don't think that an individual's pay should be determined by how comfortable they are negotiating). As a result, we like to be transparent and up front about the compensation. The offer for this role is a base salary of $30,000 USD. Contractors are currently paid in their local currency at the applicable conversion rate at that time but this will shift to being paid in USD in the near future.

Roles & Responsibilities:

Financial Planning & Forecasting:

  • Assist with budgeting processes, ensuring alignment with organizational goals and objectives in collaboration with department heads.
  • Collaborate with cross-functional teams to develop accurate forecasts and monitor performance against budgets.
  • Conduct scenario and sensitivity analyses to assess the impact of potential business decisions.
  • Develop and maintain complex financial models to support strategic initiatives and business planning

Management Reporting & Analysis:

  • Prepare comprehensive monthly, quarterly, and annual financial reports for senior management and stakeholders.
  • Analyze financial results to identify trends, variances, and opportunities for improvement.
  • Present financial insights and recommendations to executive leadership to inform strategic decision-making.

 Strategic Business Partnering:

  • Collaborate with cross-functional teams to provide financial guidance on initiatives, product launches, and market expansions.
  • Participate in the development of pricing strategies and assess their financial implications.

Process Improvement & Systems Enhancement:

  • Identify opportunities to streamline FP&A processes and implement best practices.
  • Enhance financial systems and tools to improve data accuracy and reporting efficiency.
  • Ensure compliance with accounting principles and internal financial policies.
Requirements:
  • Background in: Finance, Accounting, Economics, or a related field. Relevant certification (e.g., CFA, CPA) is a plus.
  • Experience: Minimum of 5 years of experience in financial planning and analysis, corporate finance, or a related area. (Having accounting experience is a plus...e.g., CFA, CPA). Having SaaS and start-up experience is preferred. 
  • Technical Skills: Proficiency in financial modeling, budgeting, and forecasting. Advanced knowledge of Microsoft Excel and experience with financial software and ERP systems like QuickBooks
  • Analytical Skills: Strong analytical and problem-solving abilities, with a keen attention to detail.​
  • Interpersonal Skills: Highly independent and self-motivated with a strong sense of ownership and accountability
  • Language Proficiency: Written and verbal fluency in English is required
Hiring Process

The hiring process for this role is as follows:

  • Recruiter Phone Screen (30 minutes)
  • Hiring Manager Interview (30 minutes)
  • Take Home Assignment (1 hour, on your own time) 
  • Final interview with 2 FreeWill team members
  • Offer (contingent on positive references)

Please note that steps in the hiring process can and may change and the Recruiter will be your point of contact in sharing about any updates in terms of the process. If you are selected to move forward in this process, the Recruiter will share more details about the hiring process and interviewers. However, this is a good estimate of what you can expect. For most roles, our hiring processes take an average of 4-6 weeks.

AI Policy

We are excited to engage with candidates who can demonstrate their experience and skills through their own words and work, not through AI-generated content. We want to understand your genuine interest in the company and your unique perspectives, not simply AI-driven responses. We ask that you refrain from use of AI-generated content during the hiring process which includes phone screens, video interviews, tech screens, or other assessment stages except as otherwise indicated to you by the Recruiter.

For example: Using ChatGPT to generate scripted answers to application questions or during phone screens and video interviews is strongly discouraged and will result in not moving forward in the hiring process. However, the use of an AI design tool to enhance the design of a presentation deck is permitted.

The Recruiter will be able to provide additional guidance during the hiring process if needed. If hired at FreeWill, we do encourage the use of AI in your role to build upon or enhance your skill set.


FreeWill is an equal opportunity employer and we value diversity. We are committed to finding talent that is not determined on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability status, or any other characteristic protected by law.

Don’t check off every box in the requirements listed above? Please apply anyway! Studies have shown that marginalized communities - such as women, LGBTQ+ and people of color - are less likely to apply to jobs unless they meet every single qualification. FreeWill is dedicated to building an inclusive, diverse, equitable, and accessible workplace that fosters a sense of belonging – so if you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to still consider submitting an application. You may be just the right candidate for this role or another one of our openings!

Top Skills

Budgeting
Erp Systems
Financial Modeling
Forecasting
Excel
Quickbooks

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