Senior Financial Operations Specialist
1 day ago
Job Overview:
">We are seeking a highly skilled Financial Analyst and Reporting Specialist to support our clients by managing the back-end financial operations. This role is pivotal in ensuring seamless financial modeling, analysis, and reporting while leveraging advanced tools to improve efficiency and automation.
The client specializes in providing fractional CFO services to subscription-based companies, empowering them with financial clarity, operational excellence, and strategic insights. They focus on delivering key performance indicators (KPIs) dashboards, enhanced financial reporting, compliance optimization, and board reporting. As the company grows, they require a dynamic, detail-oriented contractor to join the team and handle back-end financial analysis and reporting, enabling the company to focus on customer-facing needs and business development.
Key Responsibilities">- Build and maintain advanced financial models to support decision-making for our clients.
- Develop and enhance KPI dashboards and other performance tracking tools.
- Automate manual processes in Excel, Power Query, and other platforms to improve efficiency.
- Conduct detailed financial analysis and reporting, ensuring accuracy and clarity.
- Provide support with forecasting, budgeting, and variance analysis.
- Collaborate with the team to streamline financial workflows and optimize reporting structures.
- Assist with bookkeeping tasks, as needed, and identify opportunities for automation.
- Demonstrated ability to manage multiple projects/clients simultaneously.
- Communicate findings and recommendations effectively to internal and external stakeholders.
Our ideal candidate has a strong accounting foundation, at least 5 years of experience in financial planning and analysis (FP&A), and advanced proficiency in financial modeling. Proficiency in Excel, Power Query, and tools like ChatGPT for automation and analysis is required. The successful candidate will possess excellent analytical and problem-solving skills, strong organizational skills, and attention to detail. Additionally, they must be able to convey complex financial concepts clearly and efficiently.
Requirements:
- Bachelor's degree in Accounting, Finance, or a related field.
- CPA or CFA certification is a plus.
- Strong communication skills.
- Proficient in Microsoft Office and Google Workspace.
What We Offer:
- A competitive compensation package.
- Opportunities for growth and professional development.
- A collaborative and supportive work environment.
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