Not your traditional financial analyst position! We are seeking a skilled and experienced individual who not only understands the numbers but also thinks strategically and is able to communicate financial information in a non-financial way to business owners. 

 

You will be an essential part of our close-knit team, working with the Owner/CEO and actively contributing to the growth and success of Journey Consulting. Through your work, you will positively impact the lives of business owners, their employees, family members and our community. 

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Objectives of This Role: 

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• Serve as the financial analyst within the firm, providing client support to improve financial reporting, metrics, and overall financial performance.

• Preparation and delivery of business estimates of value.  

• Enhance the client reporting to measure value creation over the client relationship.  

• Development and enhancement of internal processes to increase internal efficiencies and drive client value.

 

Key Responsibilities:

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Financial Analysis – conduct analysis of client financial statements, identifying trends, anomalies, and areas for improvement.

Business Estimates of Value – prepare, analyze, and deliver business estimates of value to provide a baseline from which to build future value and align personal and financial goals.  

Client Engagement – nurture strong client relationships through effective communication and understanding of their business and financial needs.  Act as a trusted advisor providing proactive financial insights and solutions to enhance client success.

Consulting – work collaboratively with Owner/CEO and clients to understand their business goals and challenges and offer tailored financial strategies and solutions.

Process Improvement – Evaluate and optimize client financial processes to enhance efficiency and accuracy.  Implement improvements in financial reporting and management. 

 

Required Skills and Qualifications:

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• Bachelor’s degree in Finance, Accounting, or a related field

• 3-5 years of progressive, hands-on experience in finance and accounting roles

• Demonstrated proficiency in financial modeling and analysis and offering strategic recommendations for improvement

• Excellent communication skills, with an ability to translate data into actionable insights

• An eye for detail, with strong analytical and problem-solving skills

• Experience in working within QuickBooks Online

• Experience in generating process documentation

• Strong working knowledge of relevant Microsoft applications, including Excel, Power Point, Word

• A proactive and self-motivated approach to work, with the ability to thrive in a small team environment

• Alignment to Journey’s core values of transparency, partnership, responsiveness, integrity, growth and development, and critical thinking

 

Preferred Skills and Qualifications:

• Proven ability to manage client relationships and projects 

• High proficiency in writing reports summarizing results and providing clear recommendations and analysis
   

Are you ready to join a fun, growing company that invests in its team members?

 

Submit your cover letter, resume, and salary requirements to:

info@journeyconsult.com