Finance Consultant

Job Description

Job Description

Finance Consultant

Join the CESO team

At CESO, we partner with organizations to strengthen their financial and operational foundations so they can focus on what matters most. We’re looking for a  Finance Consultant to support our clients through financial analysis, planning, and advisory work that drives clarity, confidence, and smart decision-making.

This role is ideal for someone who enjoys problem-solving, client collaboration, and helping organizations improve how they understand and use their financial information.

What You’ll Do

As a Finance Consultant, you’ll work closely with client leadership teams to assess financial processes, analyze performance, and provide actionable recommendations. You’ll support a range of engagements, from budgeting and forecasting to process improvement and financial strategy, while collaborating internally to deliver high-quality consulting services.

Responsibilities

Client Financial Advisory

• Partner with clients to understand financial goals, challenges, and priorities
• Analyze financial statements, budgets, and forecasts to identify trends, risks, and opportunities
• Translate financial data into clear, actionable insights for client leadership

Planning, Analysis & Process Improvement

• Support budgeting, forecasting, and financial planning efforts
• Assist with financial modeling and scenario analysis
• Evaluate financial processes and recommend improvements to support accuracy, efficiency, and scalability

Engagement & Collaboration

• Contribute to client engagements by preparing reports, analyses, and client-ready materials
• Communicate effectively with client stakeholders and internal team members
• Support consistent service delivery across multiple clients or projects

Continuous Improvement

• Contribute to shared tools, templates, and best practices for finance consulting services
• Stay current on financial trends and best practices relevant to our clients
• Perform other related duties as assigned

Who You Are

• Analytical, curious, and solutions-oriented
• Comfortable working across multiple clients or projects
• A clear communicator who enjoys translating numbers into insights
• Organized, dependable, and proactive
• Motivated by helping organizations improve and grow

Education & Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field required
• 3–6 years of experience in finance, accounting, consulting, or a related role
• Experience in financial analysis, budgeting, or advisory work preferred
• Experience in school district finance preferred
• Strong Excel and financial modeling skills
• Familiarity with financial reporting and accounting concepts
• Experience working with clients or stakeholders preferred
• Must successfully complete a background and reference check

Perks & Benefits

• Pay Range: $90,000-$110,000 depending on experience
• As a full-time employee, you will have access to the following benefits:
  • Health, dental, and disability insurance
  • 401(k) with company contributions
  • Flexible schedule 
  • Paid time off + paid holidays
• Location: Remote/Hybrid

We’re Better Together. 

At CESO, we believe great consulting starts with strong relationships and trust. As a Finance Controller – Client Services, you’ll help our clients feel confident in their financial operations while working alongside a collaborative team that values care, clarity, and impact.