Junior Financial Analyst - Financial Consulting Firm
About The Position
UpgradeCFO is a specialized, hands-on management consulting firm, providing fractional and interim CFO services to small and medium-sized businesses, primarily on California's Central Coast. Our team develops financial structures, strategic management and operational improvements to drive growth for our clients, both in an on-site and remote capacity. Reporting to the Principal, the Junior Financial Analyst will provide daily support of company workflows, client requests, maintain digital filing systems, perform data entry, reconciliation and analysis, through a variety of mediums. This position is an entry-level role, with growth opportunities for the ideal candidate that wants to learn and develop his/her career.
Requirements
- 1 – 3 years of experience within a similar role
- Advanced proficiency in the MS Office suite of products
- Experience with the Google suite of products
- Experience with QuickBooks Online
- Ability to learn new software applications and ERP systems quickly
- Exceptional oral and written communication and interpersonal skills
- Exemplary time management, organizational, problem-solving, attention to detail, high level of accuracy, multi-tasking, critical thinking and customer service skills
- Ability to work effectively alone and within a team environment
Nice To Haves
- Experience with multiple ERP systems, preferred
- Previous coaching, leadership, or business owner experience, a plus
Responsibilities
- Gather, organize and analyze financial data in support of company workflows
- Handle client inquiries and manage project workflows
- Maintain organized digital filing systems
- Prepare presentations and ad-hoc reports of management review
- Perform accurate data entry and financial audits/analysis
- Assist with calendar management, scheduling and meetings
- Utilize QuickBooks Online and ERP systems for data entry, reconciliation and analysis
- Leverage Microsoft Excel for month-end tasks and data insights
Benefits
- 401(k) with annual company match
- Company profit sharing
- Health, dental, vision insurance premiums paid 100% by employer for employee for the Bronze plan; buy-up options available via employee payroll deductions
- HSA account funded by employee
- 60 hours of annual paid vacation time, which starts accruing 90 days from start date; increasing to 80 hours in year 2; eligibility for use thereafter when time is banked
- 40 hours of annual standard CA paid sick time, which begins accruing on the start date; eligibility for use after 90 days of employment
- Professional development support
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
