Financial Analyst Career Description

CFOShare, headquartered in the premier RiNo neighborhood of Denver Colorado, is the antidote for big-4 accounting and advisory firms. Our clients are small but mighty businesses and start-ups with complex accounting and finance operations – multiple companies, global sales – you get the idea. Since 2017 our innovative approach to outsourcing has allowed our clients to concentrate on what they do best, running their business. We are a young, energetic startup company ourselves and we’re growing fast! We are looking for individuals with passion and grit who want to share in our success. Interested?

We value: Excellence, Growth, Transparency

As the newest member of our FP&A team, you will be working with a portfolio of clients to help small companies grow and thrive. Your degree in finance and early career experience has provided a foundation to make a real impact on small businesses. If you are looking for a new challenge and the opportunity to work across multiple industries while being a part of an innovative company, let’s talk!

You Value: Integrity, Curiosity, Humility

What your days look like:

Manage the efforts of multiple client engagements in a wide variety of industries with the ability to manage to budget.
Regularly conduct and review financial analysis, modeling, forecasting and reporting efforts to ensure clients’ efficient financial operations.
Perform a variety of monthly reporting processes for clients.
Analyst is responsible for integration, analysis, and interpretation of data from a wide variety of sources used in financial & statistical analyses.
Prepare models that will help drive business insight and help with decision-making for clients.
Ensure that project milestones and goals are met.
Research and evaluate policies related to new, significant, or complex financial matters for clients. Communicate suggestions to and discuss with management.
Maintain a high level of accuracy and productivity with day-to-day finance activities for a variety of clients.
Synthesize client data into findings, then effectively communicate those findings verbally, in written communication, and with data visualizations.
Create, maintain, and improve models which clearly and accurately calculate clients’ financial positions.
Assist with formal performance evaluations of team members in other departments.
Work closely with the finance management team to assist with the implementation of new service offerings.
Build trust and maintain solid relationships with employees, clients, and vendors.
Offer input into tactical and strategic decisions based on client business objectives.
Identify and track key performance metrics pertaining to business operations, competitors, benchmarking, etc.
Guide cost analyses for clients by establishing and enforcing policies and procedures, providing trend analysis, forecasts, explaining processes and techniques, and recommending actions for optimization.
Communicate effectively and build strong and trusted relationships with clients, subordinates, and coworkers.
Analyze past results, perform variance analysis (Budget vs Actuals-BvA), identify trends, and make recommendations for improvements to startups and small business clients.
Ability to perform and review business valuations and analysis involving proxy for value.
Work closely with the accounting team (internal and external) to ensure accurate financial reporting.
Contribute to team effort by accomplishing related results as needed.
If necessary, assist with formal and informal performance evaluations of finance department employees.
Uphold our five core values: excellence, transparency, growth, self-management, and relationship management.

What you’ll bring with you:

Bachelor’s degree in a finance-related field
0-3 years of experience in financial planning and analysis, accounting, investment banking, consulting, and/or corporate finance
Strong modeling background
Exceptional attention to detail and accuracy
Extremely strong analytical, problem-solving skills and business acumen
Strong communication skills
Project management experience
Ability to work under pressure and within short time constraints in a complex system and business environment
Advanced experience using an ERP or accounting system
Outstanding computer skills, especially Microsoft Office suite
Deadline and detail orientation

Our team members enjoy:

Challenging clients in multiple industries to broaden your career expertise
Mentorship from experienced finance and accounting professionals
Soft skill development beyond numerical analysis
Complete benefits package including unlimited PTO
A growing company where your loyalty is rewarded

Send resumes and cover letter to HR@CFOshare.org