Financial Analyst

1 month ago


Tampa, Florida, United States Atlantix Partners Full time
About CFOA

CFO Alliance, a proud affiliate of Atlantix Partners LLC, is a dynamic company that serves innovative clients. We lead our clients through intense periods of change and growth, whether it's implementing new processes, acquiring and selling businesses, or redefining their accounting and finance functions.

We foster a supportive and collaborative work environment, committed to the growth and development of our employees. At CFOA, we believe in the power of creating a positive impact for our clients.

We're looking for passionate, entrepreneurial, and like-minded individuals to join our team. If you enjoy versatility, helping others, and cracking jokes, you may be a good fit.

Key Responsibilities

  • Partner with team members to meet client stakeholder needs
  • Work with various companies at different stages: start-ups, growth, scale, sell, etc.
  • Recommend and implement process improvements by streamlining, automating, or reconfiguring processes
  • Create C-Suite slide decks and participate in client meetings and presentations
  • Develop client service plans and participate in project team meetings
  • Assist in creating C-Suite slide decks and participate in client meetings
  • Utilize MS Excel and various software to complete accounting and finance duties
  • Travel to client sites in the Tampa Bay Area on occasion

Requirements

  • Bachelor's Degree in Accounting or related field strongly preferred
  • 3-5 years of progressive experience in a mix of finance and accounting roles is required
  • Public or private accounting/consulting experience strongly preferred
  • Advanced Excel and modeling skills (pivots, lookups, complex formulas, and macro capability)
  • Strong accounting and finance knowledge and experience (month/year-end close, general ledger, financial systems, financial reporting, consolidations, reconciliations, cash flow modeling, etc.)
  • Private equity and/or mergers and acquisitions experience preferred
  • MBA or dual degree in finance, CPA, CMA, or other certifications preferred
  • Ability to learn new software programs quickly


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