Financial Advisory & Special Projects Analyst

We are seeking a highly analytical and motivated finance professional to join a growing advisory and consulting organization in a role offering exposure to a diverse client base, complex financial challenges, and strategic business initiatives. This individual will partner with clients and senior leadership to provide financial insights, evaluate business performance, and support key strategic and operational decisions. Responsibilities will include financial statement analysis, developing sophisticated financial models, business valuations, budgeting, forecasting, cash flow projections, and scenario planning. The position will also involve identifying operational improvements, evaluating growth opportunities, conducting industry and competitive research, and managing special projects related to financial reporting, accounting, business transformation, and strategic initiatives. Additional responsibilities include preparing executive-level presentations, financial reports, and recommendations while providing hands-on accounting and advisory support to clients as needed.

The ideal candidate will have 2–5 years of experience in public accounting, audit, financial advisory, or consulting, with a strong preference for professionals from Big 4 or other leading accounting and advisory firms. Candidates should possess a solid understanding of accounting principles, financial reporting, and the relationship between financial and operational performance, along with advanced Excel skills and demonstrated experience building complex financial models. Experience with transaction advisory, FP&A, business valuations, financial transformation, or process improvement initiatives is highly desirable. Exposure to private equity-backed businesses, SaaS organizations, nonprofit entities, or middle-market clients is a plus. A bachelor's degree in Accounting, Finance, Economics, Business, or a related discipline is required, while CPA credentials, progress toward certification, an MBA, or CFA designation are advantageous. Success in this position requires exceptional analytical and problem-solving abilities, strong written and verbal communication skills, intellectual curiosity, and the ability to manage multiple priorities in a collaborative, entrepreneurial environment. Advanced proficiency in Microsoft Excel, PowerPoint, and Word is expected.