Our client is a fast-growing fractional CFO firm that works with founders to build exceptionally rigorous financial models and powerful systems of financial control and reporting. This role is a strong stepping stone toward a future CFO career path.
Who We're Looking For
- Analytical Thinker: Excels in financial modeling and analysis with attention to detail.
- Team Player: Works seamlessly with cross-functional teams to achieve common goals.
- Proactive Problem-Solver: Takes ownership of tasks and identifies innovative solutions.
- Client-focused: Understands startup challenges and provides actionable insights.
- Process-Oriented: Builds and implements efficient workflows and SOPs.
Key Responsibilities
- Build and maintain fundraising and operating financial models for startup clients.
- Design investor reporting templates, including monthly and quarterly updates.
- Generate monthly management accounts and detailed narrative reports.
- Conduct budget refreshes and variance analyses.
- Partner with Bookkeepers to ensure accurate financial data and manage month-end close processes.
- Collaborate with startup founders to identify financial needs and provide strategic insights.
- Write and implement Standard Operating Procedures (SOPs) for key financial processes
Requirements
- Bachelor's degree in Finance, Accounting, Economics, or a related field.
- 2-3 years of experience in FP&A, investment banking, consulting, Big 4 Transaction services, PE/VC Analysts
- Proficiency in financial modeling, Excel, and financial analysis tools.
- Strong organizational, written, and verbal communication skills.
- Ability to thrive in a fast-paced environment and manage multiple clients.