Financial Analyst

Company Description

Since 1964, Kaizen CPAs + Advisors has been dedicated to helping businesses unlock their profit potential and achieve sustained growth. As a second-generation, family-owned CPA firm, we bring firsthand expertise in providing forward-thinking advice, strategic planning, and detailed preparation to support our clients’ success.

Job Description

We are seeking a highly motivated and detail-oriented Financial Analyst to support a Fractional CFO in managing financial operations for multiple clients. In this role, you will assist in analyzing financial data, creating reports, and helping drive strategic decision-making. You will work in a dynamic environment where you will support various small to medium-sized businesses, providing financial insights and contributing to their overall growth.

• Assist in preparing monthly, quarterly, and annual financial statements and reports for clients.
• Support in creating budgets and financial forecasts based on client-specific needs.
• Analyze financial data to identify trends, variances, and key performance indicators (KPIs) that affect business operations.
• Monitor cash flow projections, identifying potential issues and helping develop strategies to manage liquidity.
• Investigate variances between actual and budgeted financial results, providing insights and recommendations.
• Build financial models to support business decisions, including profitability analysis, cost management, and investment evaluation.
• Identify areas where financial processes can be streamlined or improved, providing suggestions to optimize efficiency.
• Collaborate directly with the Fractional CFO to relay financial information and present findings to clients in an understandable and actionable way.
• Perform ad hoc financial analysis and projects as needed by clients or the Fractional CFO.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• 1-3 years of experience in financial analysis, accounting, or a similar role.
• Proficiency in financial modeling, data analysis, and forecasting techniques.
• Strong knowledge of accounting principles and financial statements.
• Advanced Excel skills; experience with financial software (e.g., QuickBooks, Xero, or others) is a plus.
• Excellent attention to detail and organizational skills.
• Ability to work independently and manage multiple client accounts.
• Strong communication skills and the ability to explain complex financial data in simple terms.
• Experience working with small to medium-sized businesses is preferred.

Additional Information

Kaizen CPAs + Advisors provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. 

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.