Our Values: Innovation, commitment, work-life balance
As the newest member of our team, you will be working with a portfolio of clients to help small companies grow and thrive. You have experience working in a regional consulting firm or growth stage company and consider your Excel Data Modeling skills to be just one of your superpowers. 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!
Your Values: Integrity, curiosity, humility
Spend your days
- Leading client discovery, strategy meetings and periodic reviews
- Managing a portfolio of clients - verifying, validating and updating their financial models
- Managing and reviewing projects to ensure high quality results for your clients
- Collaborating with analysts, accountants and client teams to establish efficient processes that keep us operating at peak levels – your expertise grows with each new client and industry
- Providing input into data driven financial analysis – learning from your team and listening to client goals to help guide responsible growth
- Building strong and trusted relationships with your clients
- Pitching in wherever you can – after all we are a small firm, and everyone wears a wide selection of hats!
What you'll bring with you
- BS or MS/MBA in Finance or Business Administration
- About 5 years of experience as an analyst with experience supporting growth stage companies
- Best in class Excel skills
- Detail oriented and organized – you can manage multiple projects, while focusing in on the intricacies and building relationships
- Internally driven to grow, but you know you have a lot to learn
- Self-directed, resourceful, with an agile mind – you can switch priorities quickly, have a service mindset and your memory is remarkable
- Friendly, outgoing, engaging personality – you genuinely like working with people!
- Experience coaching and mentoring junior team members
- Passionate about making deadlines
Our team members enjoy
- A competitive salary and grown up work flexibility
- Complete benefits package including unlimited PTO
- A growing company where your loyalty is rewarded.