Financial Analyst - work with Seed to Series D/growth start-ups

Wells Group is a boutique management consulting firm offering CFO (strategic finance) and Controller (Accounting) for startups and mid-sized companies. The firm consists of 30 employees and advises companies operating in ecommerce, technology/SaaS, media, food & beverage, and healthcare, among other industries. We run extremely flat and are looking for someone that can not only execute, but become a core member of our team and contribute to the mission, vision, and culture both at Wells Group and for our clients. This is a salaried full-time position.

We are seeking a finance professional for a financial analyst role. The ideal candidate can work efficiently without sacrificing accuracy and is a self-starter. Candidate should be able to work with large amounts of numerical data, handle multiple tasks with deadlines, and provide transparent and complete reports to management. Candidate should have a firm grasp of financial practices, be extremely analytical, and possess strong computer, verbal and written communication skills. Candidate should be detail-oriented and professional as well.

Responsibilities:
-Compiling, analyzing, and reporting financial data
-Presenting financial information to all levels of management in the organization
-Maintaining accurate financial records with support
-Assisting management in the decision-making process by assisting with budgets and financial forecasts
-Assist clients in creating or maintaining KPI dashboards and tracking key business metrics
-Assist in creating presentations - e.g. Board decks, investor decks
-Broad level client support including communications and maintaining finance & accounting infrastructure

Requirements:
-Bachelor’s degree in Finance or Accounting
-Minimum of 2+ years Finance or Accounting experience
-Must be proficient in Microsoft applications, including Excel and Powerpoint
-Strong financial modeling capabilities or excel experience utilizing data from numerous sources to achieve desired results
-Comfortable when challenged with difficult, unstructured problems that must be solved quickly
-Strong critical thinking skills
-Requires planning / organizational skills and strict attention to detail
-Strong written and verbal communication skills
-CPA or CFA a plus