Financial Analyst
About You
You have the capacity to achieve much more than you are being asked. You chew up problems and spit them out. Do you want to stop wasting time commuting? Are you looking for a workplace that values you and your family, that values work-life balance?
You are well organized and comfortable dealing with financial data. You are a natural at finance, and it has always just “clicked”. You are detail-oriented and love solving problems. You also love data – especially financial data! You would love a place where you can grow, interact with diverse clients, and be an important part of the team.
You will work closely with our CFO team to help deliver unparalleled financial leadership to our clients through reporting, dashboarding, and ad-hoc analysis. You will be assisting with the finance functions of multiple companies across multiple industries. You will have a high amount of autonomy, managing many of your own tasks and clients, all while working remotely.
Responsibilities
- Conduct financial analysis, forecasting, and budgeting for multiple small to medium sized businesses
- Develop and maintain financial models and reports, and analyze financial data to identify trends and opportunities
- Collaborate with management teams to develop financial plans and strategies that align with business objectives
- Monitor and report on financial performance, highlighting any significant issues or trends
- Assist in the preparation of monthly, quarterly, and annual financial reports
- Provide ongoing support and guidance to management teams, including answering financial-related questions and providing financial analysis as needed
- Participate in ad-hoc projects as required
- Help our CFOs prepare for client calls by providing analysis and models to be reviewed
Qualifications
We believe that attitude and behavior are more important than degrees and pedigrees. While we want you to be...
- Strong analytical skills, with the ability to analyze complex financial data and identify trends and opportunities
- Highly proficient in Excel (comfortable with data sets, using formulas)
- Basic or greater understanding of database and data structure
- Tech savvy
- Basic or greater understanding of accounting (cash vs. accrual, income vs. cash flow)
- Proficiency in financial modeling and forecasting techniques
- Excellent communication skills, both verbal and written
- BS/BA in Accounting or Finance is preferred,
- Experience with QuickBooks Online is a bonus
- 3+ years of experience in a Finance related role
...we think it is just as important that you:
- Are kind to yourself and those around you
- Have high initiative and are self-motivated
- Execute, get the job done, and solve problems like a rock star
- Have past successes
- Can adapt to our environment, team, and clients
Who we are
Prosper CFO is at the cutting edge of how accounting, tax, and CFO services are being provided. We are innovating the services themselves as well as how they are delivered and want to transform the client experience.
We are expanding through a growing reputation for excellence and client experience. We're adding new staff, raising expectations of our existing team, and shifting our company culture. We’d love for you to be a part of that.
Skills Required
- Strong analytical skills to analyze complex financial data
- Highly proficient in Excel with data sets and formulas
- Basic understanding of database and data structure
- Basic understanding of accounting principles
- Proficiency in financial modeling and forecasting techniques
- Excellent verbal and written communication skills
- BS/BA in Accounting or Finance is preferred
- 3+ years of experience in a Finance related role
What We Do
Build a business that prospers. Our goal is to help you grow your business through our expertise in bookkeeping, tax and CFO services.
