Financial Analyst - 15545

We are a fast-growing fractional CFO firm led by experienced finance professionals and serving a diverse client portfolio. Our mission is to deliver strategic financial insights and operational support that empower entrepreneurs to scale their businesses. With a strong reputation for reliability and expertise, we provide clients with the clarity and confidence they need to make sound financial decisions.

To support our continued growth, we are seeking a detail-oriented and motivated Financial Analyst to join our team in a remote capacity.

The Financial Analyst will play a critical role in supporting client engagements by managing financial data entry, preparing reports, and performing foundational analysis. This is a mid-level role ideal for professionals with a background in accounting or finance who thrive in detail-oriented work and are eager to grow within a dynamic, client-focused environment.

Working closely with senior fractional CFOs, you will ensure that backend financial tasks are completed accurately and efficiently—enabling leadership to focus on client-facing strategy and advisory services.

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  Perform data entry and maintain accurate financial records across spreadsheets, dashboards, and systems.

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  Assist in preparing client-facing financial reports, forecasts, and analyses.

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  Support ongoing bookkeeping, reconciliations, and month-end close processes.

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  Use tools such as Excel and Iris (e-commerce CFO dashboard) for data management and reporting.

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  Collaborate with CFOs to provide timely updates and ensure accuracy of financial information.

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  Conduct quality checks and validation of financial data prior to client delivery.

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  Identify and contribute to process improvements in financial reporting and workflow management.

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  Provide ad hoc financial support as needed across client engagements.

• Bachelor’s degree in Accounting, Finance, Economics, or a related field.

• 2+ years of experience in finance, accounting, or an analytical role.

• Strong proficiency in Excel, with the ability to build and maintain complex spreadsheets.

• Familiarity with financial dashboards and reporting tools (experience with Iris a plus).

• Solid understanding of accounting principles and financial statements.

• Excellent attention to detail and organizational skills.

• Strong written and verbal communication skills.

• Proactive, self-starter mindset with the ability to work effectively in a remote, team-oriented environment.

• Eagerness to learn and adapt in a fast-paced setting.