About the role
- Analyze financial or operational performance of companies to act as a strategic advisor and identify areas of improvement
- Develop and maintain sophisticated financial models including 3 statement financial models, leveraged acquisition models, operating projection analysis, and valuation analysis
- Based on financial models, provide analysis and insight to teams and stakeholders to develop solutions to existing pain points, or to assess the financial or capital impact of decisions
- Develop cost models to effectively capture the true cost of client’s products or services
- Identify the inefficiencies within processes tied to the office of the CFO and recommend opportunities for automation or improvement. Processes include but are not limited to:
- AR/AP Processing
- Month End Close
- Financial Reporting
- Job/Product Costing
- Budgeting/Forecasting
- Support client pricing strategy conversations based on market comfort, cost modeling, margin expectations, and strategic business goals
- Automate the completion of monthly/quarterly/yearly financial reporting for clients
- Design, develop, and deliver training to the client as needed to ensure proper change management of initiatives
- Work with project team to define project requirements by identifying project milestones, phases, and deliverables
- Execute project plan, report progress, identify and resolve problems, and recommend further actions
- Delegate tasks to appropriate resources as project requirements dictate
- Bachelor’s degree in Finance, Accounting or related discipline (or equivalent experience)
- (Preferred, not required) CPA license
- Advanced working knowledge of financial models and associated analysis
- Executive presence and ability to advise key stakeholders
- Ability to interface with multiple other business functions (internally and externally)
- Desire to build analytical competencies in others within the business
- Curiosity to ask questions and challenge the status quo
- Creativity to devise out-of-the-box solutions
- Ability to travel as needed to meet client requirements (up to 4 days/week)
- Competitive pay and bonus
- Travel incentive bonus structure
- Flexible time off
- Investment in your growth and development
- Full health, vision, dental and life benefits
- Paid parental leave
- 3:1 charity match
*Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of employment Visa at this time.*