FreeWillFR

Senior Financial Analyst (Brazil)

FreeWill makes estate planning warm, intuitive, and totally free.

FreeWill

Employee count: 51-200

Salary: 30k-30k USD

United States only

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 the2025 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 the Brazil

About 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!

About the job

Apply before

Posted on

Job type

Full Time

Experience level

Senior

Salary

Salary: 30k-30k USD

Location requirements

Hiring timezones

United States +/- 0 hours

About FreeWill

Learn more about FreeWill and their company culture.

View company profile

FreeWill makes estate planning warm, intuitive, and totally free. So you can more easily care for the people and causes you love.

70% of adults in the U.S. do not have a will.

Estate planning is traditionally considered complex, scary, and expensive. That’s why we set out to build a simple tool that anyone can use to create these important documents. All estate plans made using FreeWill are 100% legal and specifically tailored to your jurisdiction.

Here at FreeWill, we also believe in the human instinct to do good—that’s why we’ve made charitable giving especially easy. To date, people have used our platform to commit more than $8.7B+ to nonprofit organizations.

Our no-cost estate planning tools are made possible by the support of hundreds of nonprofit organizations that work on meaningful issues.

Many people who create their estate plans on FreeWill choose to leave a gift to a cause they care about, and we hope you’ll consider doing the same. It's never too soon to consider the legacy you want to leave behind.

Values we stand by

  • Focus: Our mission is to help people do the most good for the people and causes they love.

  • Kindness: We treat each other and the people that we serve with genuine care. We believe that's the best way to keep improving ourselves and our products.

  • Joy: We work hard and make sure to have fun along the way. We believe that joy comes from doing worthwhile things alongside great people.

  • Courage: Our values guide the actions we take. We always try to do the right thing, especially when it scares us.

Employee benefits

Learn about the employee benefits and perks provided at FreeWill.

View benefits

Flexible PTO

FreeWill offers flexible paid time off, allowing employees to take breaks when needed.

Team Events

FreeWill hosts team events to foster a sense of community and teamwork among employees.

Parental Leave

FreeWill provides paid parental leave, supporting new parents in their important life stage.

Work Flexibility

FreeWill supports a flexible work schedule, helping employees balance work and personal life.

View FreeWill's employee benefits
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FreeWill

Company size

51-200 employees

Founded in

2017

Chief executive officer

Jenny Xia Spradling and Patrick Schmitt

Employees live in

View company profile

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FreeWill hiring Senior Financial Analyst (Brazil) • Remote (Work from Home) | Himalayas