Financial Analyst
Financial Analyst
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Salary Not Disclosed
1 Vacancy
Job Description
We are seeking a highly motivated and detailoriented Financial Analyst to support a Fractional CFO in managing financial operations for multiple clients. In this role you will assist in analyzing financial data creating reports and helping drive strategic decisionmaking. You will work in a dynamic environment where you will support various small to mediumsized businesses providing financial insights and contributing to their overall growth.
- Assist in preparing monthly quarterly and annual financial statements and reports for clients.
- Support in creating budgets and financial forecasts based on clientspecific needs.
- Analyze financial data to identify trends variances and key performance indicators (KPIs) that affect business operations.
- Monitor cash flow projections identifying potential issues and helping develop strategies to manage liquidity.
- Investigate variances between actual and budgeted financial results providing insights and recommendations.
- Build financial models to support business decisions including profitability analysis cost management and investment evaluation.
- Identify areas where financial processes can be streamlined or improved providing suggestions to optimize efficiency.
- Collaborate directly with the Fractional CFO to relay financial information and present findings to clients in an understandable and actionable way.
- Perform ad hoc financial analysis and projects as needed by clients or the Fractional CFO.
Qualifications :
- Bachelors degree in Finance Accounting Economics or related field.
- 13 years of experience in financial analysis accounting or a similar role.
- Proficiency in financial modeling data analysis and forecasting techniques.
- Strong knowledge of accounting principles and financial statements.
- Advanced Excel skills; experience with financial software (e.g. QuickBooks Xero or others) is a plus.
- Excellent attention to detail and organizational skills.
- Ability to work independently and manage multiple client accounts.
- Strong communication skills and the ability to explain complex financial data in simple terms.
- Experience working with small to mediumsized businesses is preferred.
Additional Information :
Heres a peek at whats ahead as we get to know each other:
Please note: Progression through each step of the interview process is based on fit and qualifications and is not guaranteed for all applicants. We kindly ask that you do not contact us directly regarding your application as doing so may result in disqualification.
Apply: Submit your resume for review.
Phone Screen: If we think there might be a great fit based on your resume a brief call with HR will be scheduled to learn more about you and share details about the role.
First Panel Interview: Meet with the hiring team to discuss your experience skills and alignment with our core values.
Assessments & References: Complete relevant assessments and provide professional references to help us get a full picture of your potential.
Second Panel Interview: A deeper conversation with the team to explore fit expectations and next steps.
Offer: If its a match well extend an offer and begin onboarding!
Perks of Being Part of Our Team
Compensation: Starting at $70k per year based on experience with the opportunity for commission incentives when earnings exceed annual compensation.
Benefits: We offer a competitive benefits package designed to support your health wellbeing and worklife balance. Benefits may include:
- Medical Dental and Vision Insurance
- ShortTerm & LongTerm Disability and Life Insurance
- Cafeteria/Section 125 Plan
- Retirement/401(k): Employer match with 100% vesting on day one of eligibility
- Paid Vacation: Starting at 2 weeks available for use from day one
- Paid Personal Time (PTO): 32 hours available to use from day one
- Paid Holidays: New Years Day Memorial Day Independence Day Labor Day Thanksgiving the day after Thanksgiving Christmas Eve (if it falls during the work week) and Christmas Day
Note: Benefits are subject to change or revocation at the sole discretion of the Firm.
Equal Opportunity Employer: Kaizen CPAs Advisors is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace free from discrimination and harassment. We prohibit discrimination based on race color religion age sex national origin disability genetics veteran status sexual orientation gender identity or any other characteristic protected by law. This policy applies to all aspects of employment including recruitment hiring promotion termination leave of absence compensation and training.
Remote Work :
No
Employment Type :
Fulltime
Employment Type
Full-time
