Senior Client Advisory Services Analyst
Senior Client Advisory Services Analyst
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1 Vacancy
Job Description
SENIOR CLIENT ADVISORY ANALYST
(CPA or CFA Preferred)
This is a parttime (2025 hours/week) fully remote position open to candidates based in the United States. Please note that due to business and regulatory requirements we are currently unable to consider applications from residents of California.
Chazin & Company is a womanowned firm established by Adele Chazin in 2005. Although accounting is our business nonprofits are our passion. This passion coupled with years of practical experience has made Chazin & Company a premier provider of virtual accounting and finance solutions for the nonprofit sector. Chazin & Company has been nationally awarded in 2025 for Best of Accounting: Client Satisfaction and Best of Accounting: Employee Satisfaction. Take a look at what our clients and employees have to say: Chazin & Company reviews Best of Accounting Winner ()
As a Senior Client Advisory Services Analyst you will lead and deliver strategic financial guidance to a portfolio of nonprofit clients. In this clientfacing role youll support CFOlevel services including advanced forecasting financial modeling and board reporting. You will be a key advisor helping clients interpret financial data manage performance and plan for longterm sustainability. This position is ideal for an experienced financial professional who combines strong technical skills with excellent communication and a passion for missiondriven work.
Responsibilities of the Senior Client Advisory Services Analyst:
- Serve as a strategic financial advisor to nonprofit clients supporting executive teams and boards
- Develop and maintain multiyear financial forecasts cash flow projections and scenario analyses
- Lead the preparation and presentation of board reporting packages and management dashboards
- Perform highlevel financial analysis identifying trends opportunities and risks
- Guide clients through budgeting processes including annual budgets and midyear reforecasts
- Support clients during audits compliance reviews and strategic planning sessions
- Drive improvements in financial reporting tools and advisory service delivery
Qualifications of the Senior Client Advisory Services Analyst:
- Bachelors degree in Accounting or Finance
- CPA or CFA license preferred
- Minimum of six years accounting financial planning & analysis experience
- Public accounting experience is preferred
- Extensive knowledge of generally accepted accounting principles (GAAP)
- Proven ability to synthesize complex financial information for diverse audiences
- Advanced Excel skills and proficiency with financial reporting tools experience with QuickBooks Online Sage Intacct or similar service orientation
- Experience working independently in a remote environment is preferred
- Nonprofit accounting experience preferred
Compensation:
The hourly pay range for this position is $40/hour $50/hour depending on qualifications and experience. We offer a comprehensive benefits package and support opportunities for growth and advancement within our organization.
Benefits:
Chazin & Company offers our employees a 100% remote work environment a *flexible work schedule an attractive part time benefits program competitive compensation work life balance and a peoplefocused culture.
- 100% Remote
- Flexible part time schedule
- An annual company paid retreat
- 401(k) with company match & 100% vesting schedule after 1st year
- PTO
- Holiday pay
- Employee reward & recognition program
*At Chazin & Company we offer partial flexibility with work hours allowing team members to adjust schedules within specified parameters. This accommodates individual needs while maintaining core business hours for collaboration and meetings fostering a harmonious and productive work atmosphere.
We are an equal opportunity employer and value diversity at our company. We are committed to creating an inclusive work environment and do not discriminate based on race religion color national origin gender sexual orientation age marital status veteran status or disability status. We encourage individuals from all backgrounds and experiences to apply.
Required Experience:
Senior IC
Employment Type
Part-Time
