Senior Analyst, CFO and Controllership Advisory

Exbo Group is looking for an exceptional individual to join our CFO & Controllership Advisory practice as a Senior Analyst. This is an opportunity to become a member of a rapidly growing premier consulting business with limitless upside as we scale. Our expectation is for this individual to learn, grow, and establish themselves as a key player for their clients through their next leg of growth. This individual will provide financial analysis, operational support, and data-driven insights to clients. They will interface and support our clients and team as we scale.

The Senior Analyst will play a key role in supporting the financial operations and advisory functions at Exbo Group. In this role, they will analyze financial data, prepare reports, and brainstorm operational strategies for our growth-stage clients. As a Senior Analyst, they will implement best practices and support the full spectrum of financial advisory services. In addition to these responsibilities, this individual will work closely with the Engagement Managers of clients to maintain financial models, perform variance analyses, and provide actionable insights to help clients scale efficiently. This role provides an opportunity to learn and grow within a fast-paced, client-focused environment, offering exposure to a variety of industries and business challenges.

The ideal candidate has a finance/accounting and analytical background and can leverage these skills to work closely with both our internal team and external clients to strengthen current processes. They embrace ambiguity, are meticulous about the details, and hold themselves to the highest quality standards. They are a humble team player looking to join an engaging and passionate group of coworkers. This position is client-focused and will require participation in both internal & external meetings, strong communication skills, and the ability to execute tasks effectively.

WHAT YOU’LL DO:

● Support the financial analysis and reporting needs of growth-stage clients

● Develop and maintain financial models for clients’ operational and strategic

decision-making

● Analyze and reconcile client accounts, research discrepancies, and propose solutions

● Provide data-driven insights to clients, identifying opportunities for operational improvement

● Carry out month-end closing activities, ensuring accuracy and completeness

● Prepare variance analysis reports and presentations for clients

● Work with the Engagement teams & clients to identify and implement financial operations

software solutions

● Develop a deep understanding of clients’ business models and provide tailored recommendations

● Support external audits by preparing and assisting in delivering requested documents

● Collaborate with internal and external stakeholders to ensure accurate financial reporting

● Contribute to ad-hoc projects and initiatives as assigned by Engagement Managers or as requested by clients

KEY QUALIFICATIONS:

● Holds a Bachelor’s degree in Finance, Accounting, Economics, or a related field

● 1-3 years of experience in financial analysis, accounting or related field

● Strong analytical and critical thinking skills with the ability to interpret complex financial data

● Proficiency in MS Office, particularly Excel

● Experience with financial modeling and analysis

● Familiarity with accounting software such as QuickBooks or other ERP systems, like Netsuite

● High attention to detail with exceptional accuracy in work output

● Strong knowledge of financial principles and concepts, including variance analysis

● Superior written and verbal communication skills; ability to present information clearly and

effectively

● Ability to manage multiple priorities, work under pressure, and meet deadlines

● A proactive mindset with a willingness to learn and adapt to new challenges

● Enjoys working with and advising a diverse set of growing companies

WORK MODEL

This is a full-time position based in New York, NY. We maintain a flexible model that balances remote work with in-person collaboration from our NoHo office.

ABOUT EXBO GROUP

Exbo Group is a team of investment bankers, consultants, and accountants that grew out of a $400M New York-based venture capital fund. The fund’s portfolio companies had CEOs with strong visions and operating experience but lacked the technical financial expertise to scale. The companies needed a way to offload the complex administrative burden of running a finance department and interfacing with their investors. After providing financial analysis and advisory support for a firm’s successful $10M Series A raise, several other funds and firms began to seek out Exbo Groups assistance. Our team has grown substantially and now provides high-touch accounting, finance advisory, tax and transaction services support to growth-stage companies and middle-market financial sponsors nationwide.

WORKING AT EXBO GROUP

Exbo Group has four core values that will inform your experience working here:

People are Paramount: Our people are the most important asset we have, and once great people are found, we give them the trust and autonomy to be the CEO of their role. We want to empower people with information rather than limit them with process.

Client Obsession: Our clients are our lifeblood. We built our business to facilitate their growth and provide financial support in the areas they need most. We work vigorously to earn and keep customer trust to build a long-term relationship.

High Standards: We deliver a premium service to our customers and in return, they expect nothing but excellence. When problems inevitably pop up, they are addressed and fixed immediately. Our relentless focus is on maintaining a high bar for our work so that we can keep clients happy.

Positive Energy: We know positivity and optimism benefit our work, and we harness positive energy as a vehicle toward greater awareness, growth, and collaboration. We believe in cultivating positive relationships within our team and with our clients to make our workplace a fun and inclusive environment to be a part of.

Exbo Group is an equal opportunity employer. We value a diverse workforce and an inclusive culture. We encourage applications from all qualified individuals without regard to race, color, religion, gender, sexual orientation, gender identity or expression, age, national origin, marital status, disability, and veteran status.