Finance and Operations Manager

Overview

At Advocate, our mission is to empower Americans to obtain the government support they've earned. Advocate aims to reduce long wait times and bureaucratic obstacles of the current government benefits application process by developing a unified intake system for the Social Security Administration, utilizing cutting-edge technologies such as artificial intelligence and machine learning, crossed with the knowledge and experience of our small team of EDPNA’s and case managers. 

The Finance and Operations Manager will support the CEO by driving key finance and operations initiatives. You’ll play a critical role in weekly metrics reporting, financial analysis, and revenue forecasting to support our strategic decision-making. This position is ideal for someone with 1-2 years of investment banking experience, looking to apply their skills in a dynamic, mission-driven startup environment. It is a unique opportunity to be part of a small but impactful team and contribute directly to the growth and success of our company.

Job Responsibilities

• Financial Analysis & Reporting: Oversee weekly metrics reporting, providing data-driven insights to support company goals.
• Revenue Projections: Maintain and update the revenue projections model, offering scenario analyses to guide leadership decisions.
• Operational Efficiency: Assist in optimizing operational workflows across departments, including finance, client operations, and technology.
• Project Management: Coordinate cross-functional projects to ensure alignment with financial and operational objectives.
• Data-Driven Decision Support: Develop and maintain reports and dashboards to monitor KPIs, ensuring our team can make informed, data-driven decisions.
• Ad-hoc Analysis & Support: Conduct ad-hoc financial analyses and support operational initiatives as they arise.

Qualifications

• Bachelor’s degree in finance, business, or a related field
• 1-2 years of investment banking experience
• Strong proficiency in Excel, including financial modeling and data analysis
• Strong analytical skills and an eye for detail
• Excellent verbal and written communication skills
• Ability to adapt to new challenges in a fast-paced, mission-focused environment
• A proactive, solutions-oriented mindset and a passion for mission-driven work

This is a remote position and Advocate is currently a fully remote team. Advocate is an equal opportunity employer and values diversity in the workplace. We are assembling a well-rounded team of people passionate about helping others and building a great company for the long term.