Financial Assistant

Full time
Operations Team

Are you the Financial Assistant we're looking for?

We are looking for a Financial Assistant to join the Funnelytics team. This is a great opportunity for someone who loves startup culture and has experience in Accounting, Bookkeeping and Data Entry



As a VC-backed, fast-growing B2B SaaS company – Funnelytics is revolutionizing the way marketing and growth teams tie strategy and data together.

The Ideal Candidate


We are looking for a Finance Assistant to help our Operations  team execute on goals and objectives to ensure that we make well thought out decisions in regards to our financial performance. The financial assistant will assist on data entry of our financial activities  to ensure the accuracy of Funnelytics and clients financial records 



Key Responsibilities

  • Update financial spreadsheets with daily transaction
  • Prepare balance sheets
  • Create cost analysis reports (fixed and variable costs)
  • Track outgoing supplier invoices and costs associated
  • Support bi-weekly payroll and keep organized records
  • Record accounts payable and accounts receivable
  • Process invoices and follow up with clients, suppliers and partners as needed
  • Provide administrative support during budget preparation
  • Participate in quarterly and annual audits


  • Extensive understanding of financial trends both within the company and general market patterns
  • Strong interpersonal, communication and presentation skills
  • A solid understanding of financial statistics and accounting principles
  • Advanced MS Excel and Google sheets skills
  • Experience with data processing platforms (i.e Airtable)
  • Experience with payment platforms (i.e Stripe / Paypal)
  • Extremely organized
  • A keen eye for detail and desire to probe further into data
  • Adaptable and able to sort through large amount of data
Bonus points if:
  • Experience with sales commission software (i.e salesforce)  
  • Experience with CRMs 
  • Experience with Zapier

Additional Notes

Cultural competencies

Adaptable & can easily embrace change in a fast-moving environment, team player, transparent communicator, proactive problem solver, continuously seeks to evolve professionally and personally, sense of pride and ownership in everything they do.


Why Join Us? 



We value career growth so we will provide you with the tools and opportunities to continuously improve, and support you to find that right ‘fit’, so you can feel fulfilled each and everyday, both while at work and outside of work.

Play Video

We're changing the way that marketers look at data analytics.

The CREATOR Mindset

Our mantra is the CREATOR mindset, which is an acronym for each of our values:

  • Customer Centricity

  • Expression

  • Adaptability

  • Result Driven

  • Transparency
  • Resiliency
  • Ownership

We bring this mindset to everything we do in the company. Everyone on our team feels that they are creators, and it is crucial that anyone who joins Funnelytics feels a strong connection to each of the values it stands for so we can connect on a deeper level.



It’s a huge reason why we are able to work so well and efficiently together, understand and compliment one anothers strengths, value and respect each others ideas, and be adaptable to change and risk, to name a few. As a result of this- we are able to continue to strive to provide the best value to our customers and stay focused as a team.

Equal Opportunity Employer

Funnelytics is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all of our team members.

Some of the perks we offer

Flexible paid time off At Funnelytics, you decide when and for how long to take time off. We put full trust in our team to manage their time responsibly and therefore fully encourage ‘out of office’, whether it be individual days here and there or a nice long holiday somewhere by the beach.
Health & Personal benefits We offer great health and personal spend accounts that can be used for a wide range of medical and wellness related services, treatments and products - we want you to take care of yourself so you can feel your best!
Remote Work You don’t need to be in an office to have an impact! As of March 2020 we are a fully remote team, and even from afar we continue to foster a super productive and engaged remote environment while also ensuring flexibility and autonomy (not to mention more time on your hands). It’s a win win all around!
Learning & Development We never stop learning! Regular company planned workshops from business related topics to personal well-being and betterment. Plus, trainings, programs & We professional associations available to you to ensure you are set up for success in your role and career path.
Team Outings When you work with amazing team members, it’s not hard to have a good time. From regular after work virtual gatherings, from team games to happy hours, we ensure that we stay connected...and laughing!
© 2021 Funnelytics - All right reserved

Request a demo

Great! Before we get started, let’s get to know each other so we can best tailor your experience within Funnelytics.

"*" indicates required fields