Senior Client Advisory Analyst - Remote

Overview

As a Senior Client Advisory Analyst, you will lead and deliver strategic financial guidance to a portfolio of nonprofit clients, supporting CFO-level services including advanced forecasting, financial modeling, and board reporting.

In Short

• Serve as a strategic financial advisor to nonprofit clients.
• Develop and maintain multi-year financial forecasts and cash flow projections.
• Lead the preparation and presentation of board reporting packages.
• Perform high-level financial analysis.
• Guide clients through budgeting processes.
• Support clients during audits and compliance reviews.
• Drive improvements in financial reporting tools.

Requirements

• Bachelor's degree in Accounting or Finance.
• CPA or CFA license preferred.
• Minimum of six years accounting and financial planning experience.
• Public accounting experience preferred.
• Extensive knowledge of GAAP.
• Proven ability to synthesize complex financial information.
• Advanced Excel skills and proficiency with financial reporting tools.
• Experience working independently in a remote environment.
• Nonprofit accounting experience preferred.

Benefits

• 100% Remote work environment.
• Flexible part-time schedule.
• Annual company paid retreat.
• 401(k) with company match.
• PTO and holiday pay.
• Employee reward and recognition program.