Senior Client Advisory Analyst

Posted 10 days agoViewed

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💎 Seniority level: Senior, 6+ years

📍 Location: United States

💸 Salary: 40.0 - 50.0 USD per hour

🔍 Industry: Accounting

🏢 Company: Chazin & Company👥 1-10 Consulting Non Profit B2B

🗣️ Languages: English

⏳ Experience: 6+ years

🪄 Skills: Data AnalysisFinancial ManagementCommunication SkillsAnalytical SkillsAccountingWritten communicationProblem-solving skillsReportingBudgetingData visualizationStrategic thinkingFinancial analysisData modeling

Requirements:

Bachelor's degree in Accounting or Finance
CPA or CFA license preferred
Minimum of six years accounting, financial planning & analysis experience
Public accounting experience is preferred
Extensive knowledge of generally accepted accounting principles (GAAP)
Proven ability to synthesize complex financial information for diverse audiences
Advanced Excel skills and proficiency with financial reporting tools, experience with QuickBooks Online, Sage Intacct, or similar service orientation
Experience working independently in a remote environment is preferred
Nonprofit accounting experience preferred

Responsibilities:

Serve as a strategic financial advisor to nonprofit clients, supporting executive teams and boards
Develop and maintain multi-year financial forecasts, cash flow projections, and scenario analyses
Lead the preparation and presentation of board reporting packages and management dashboards
Perform high-level financial analysis, identifying trends, opportunities, and risks
Guide clients through budgeting processes, including annual budgets and mid-year reforecasts
Support clients during audits, compliance reviews, and strategic planning sessions
Drive improvements in financial reporting tools and advisory service delivery

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