Finance and Operations Analyst

Who we are:

A Human-First organization that is passionate about creating the fastest and lowest-cost path to decarbonize buildings. Real estate is the single largest contributor to carbon emissions, with buildings and construction generating nearly 40% of global carbon emissions. As the wave of sustainability incentives and requirements sweep across the US and the world, buildings are going to be right in the middle of decarbonizing, and it's happening now.

Last year we helped our clients save over 23,000 tons of CO2, which is the equivalent of taking over 13,000 cars off the road. Unlike our competitors, we require no new sensors, and no equipment upgrades. On average we see an 11% reduction in CO2 emissions for our clients. We are serving clients in 10 markets, including Canada, and serve some of the biggest brands in the market, including Empire State Realty Trust and Silverstein Properties.

About the Role:

The Finance and Operations Analyst will oversee forecasting and ensuring healthy cash flow within the business. This role offers the autonomy to define and implement FP&A processes to streamline the function. The Analyst will work closely with the Founder & CEO and the Management Team to support fundraising efforts and provide operational strategic support.

Primary Responsibilities:

• Strategic Fundraising Support:
• Financial Analysis for Fundraising: Provide comprehensive financial analysis and support for fundraising efforts, including preparing detailed financial projections in collaboration with the Management Team and CEO.
• Investor Relations: Act as a key point of contact for investors, ensuring timely and transparent communication regarding financial performance, fundraising activities, and strategic initiatives.
• Investor Meetings: Collaborate with Management Team members to address investor questions and concerns, and actively participate in investor meetings and calls as needed.
• Leading Financial Reporting:
• Financial Model Ownership: Serve as the primary point person for the financial model, ensuring its accuracy and reliability.
• Monthly Close: Partner with the outsourced accounting firm to conduct the monthly close process and provide insights into the company's financial performance.
• Bookkeeping: Manage day-to-day bookkeeping activities, including recording financial transactions and maintaining accurate financial records.
• Business Operations Support:
• Cash flow management: Partner with SVP of Customer Success and Operations to ensure healthy cash flow by monitoring and managing cash flow projections and working capital requirements.
• Process improvement: Identify opportunities to improve financial processes and implement best practices to enhance efficiency and accuracy
• Additional Responsibilities:
• Cross-functional collaboration: Work closely with various departments to provide financial insights and support for operational decision-making.
• Special projects: Assist with special projects and other duties as assigned by the CEO or SVP of Customer Success and Operations.
  

Qualifications:

• 1+ years of experience in finance/accounting, operations, or consulting
• Excellent verbal and written communication skills both internally and externally
• Proficiency in Microsoft Excel
• Strong analytical skills with the ability to collect, organize, analyze, and disseminate data effectively
• Demonstrated problem solving abilities and capability to work independently as well as in a team
• Experience and interest in financial modelling that pulls a story forward from data
• Bachelor's Degree in Accounting, Economics, Finance, Business, or a related area of study
  
  

Personal Attributes:

• You exhibit qualities that fit into a high-growth, entrepreneurial culture that requires teamwork and significant interaction with employees at all levels
• You display a strong bias-to-action, are ultra proactive, self-motivated, and passionate about work
• You embody honesty and trustworthiness; a respected member of the organization who leads by example, and who people enjoy working with
• You display strong, clear, and concise communication skills
• You are passionate about the company's overall success knowing that will lead to your success
• You are honest, trustworthy, and function well on teams
• You enjoy creative problem-solving and can manage through challenges and uncertainty
  
  

Benefits:

• Competitive compensation and equity
• Access to 6 medical plans (Cortex covers 100% of the premiums for base plan)
• Access to 3 dental plans (Cortex covers 100% of the premiums for base plan)
• Access to 2 visions plans
• Access to Health Spending Account and Flexible Spending Account
• Commuter benefits
• Access to 401k plan
• 12 paid holidays
• Unlimited paid time off
  
  

Cortex provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.