Client Service Coordinator/Financial Analyst

Position Overview:

We are seeking a highly motivated and skilled Financial Analyst to join our team as the right-hand person in servicing client needs. This individual will play a crucial role in analyzing financial data, providing insights, and supporting key financial processes such as budgeting, cash flow modeling, and M&A economics modeling. The ideal candidate should possess a curious mind, entrepreneurial spirit, and a passion for helping entrepreneurs succeed.

Responsibilities:
•Monthly Financial Reporting: Build and maintain 3-statement financial models (P&L, Balance Sheet, Cash Flow) to support financial planning and analysis.
•Proformas for Acquisitions or Business Decisions: Develop comprehensive proformas and financial models to support strategic business decisions, acquisitions, and investments, with minimal guidance.
•Budgeting Process: Run a full budgeting process from start to finish, ensuring accuracy and alignment with strategic objectives.
•Monthly MD&A to Leadership: Conduct mergers & acquisitions economics modeling to assess potential deals and support decision-making.
•Trusted, Responsive Resource for Reliable Data: Act as a reliable and responsive resource for clients, providing accurate and timely financial information and analysis to support their decision-making processes.
•Analyze Complex Situations with Little Data: Analyze complex financial situations and scenarios with limited data availability, utilizing critical thinking and problem-solving skills to derive meaningful insights and recommendations.
•Provide Simple and Concise Recommendations: Translate complex financial data into simple and concise recommendations, enabling clients to make informed and effective business decisions.
•Other Duties, as Required: Assist with ad-hoc financial analysis, special projects, and other duties as needed to support the overall objectives of the organization.

Qualifications:
• Bachelor's degree in Finance, Accounting, or related field; MBA or CPA preferred.
• 3+ years of experience in budgeting/proforma is highly preferred.
• 5+ years of experience in accounting is highly valuable
• Proficient in multiple accounting systems is preferred
• Proven experience in financial analysis, budgeting, and reporting.
• Advanced proficiency in Microsoft Office applications and financial modeling.
• Strong analytical and problem-solving skills, with the ability to interpret complex financial data.
• Strong understanding of mergers & acquisitions economics modeling principles.
• Experience with running full budgeting processes and 13-week cash flow modeling.
• Excellent communication and interpersonal skills, with the ability to effectively collaborate with cross-functional teams and
communicate financial concepts to non-financial stakeholders is required.
• Proven ability to work independently, prioritize tasks, and meet deadlines in a fast-paced environment.
• A curious mind and a passion for helping entrepreneurs achieve their goals through reliable financial data and analysis.

To be processed on this opening, you will need to adhere to the following:
1. Go to - Upgrade to see actual info and fill out the form to formally apply for the position and be added to the pool of candidates.
2. You must read and comprehend the above qualifications before applying.
3. Send a link of your CV and cover letter highlighting your qualifications.