Financial Analyst

Company Description

Who is Kaizen?

At Kaizen CPAs + Advisors, we’re a people-first firm dedicated to helping businesses overcome financial challenges and achieve their goals. With decades of experience, we focus on practical, forward-thinking solutions that put people at the heart of everything we do.

Our work is guided by four core values:

• Own It: Take pride in solving problems and delivering results. 💪🌟
• Be an Ideal Team Player: Collaboration and support are key to our success. 🤝🙌
• Make a Positive Impact: We’re committed to making a difference for our clients, team, and community. 🌍💖
• Embrace a Growth Mindset: Constant learning and evolving helps us grow—together. 📚🚀

At Kaizen and Your Payroll Department (YPD), we prioritize the growth and well-being of our people. You’ll join a supportive team where challenges are turned into opportunities, and where your work truly makes a difference for our clients, the team, and your career. Join us and experience a people-first culture that values your success and development!

Job Description

We are seeking a highly motivated and detail-oriented Financial Analyst to support a Fractional CFO in managing financial operations for multiple clients. In this role, you will assist in analyzing financial data, creating reports, and helping drive strategic decision-making. You will work in a dynamic environment where you will support various small to medium-sized businesses, providing financial insights and contributing to their overall growth.

• Assist in preparing monthly, quarterly, and annual financial statements and reports for clients.
• Support in creating budgets and financial forecasts based on client-specific needs.
• Analyze financial data to identify trends, variances, and key performance indicators (KPIs) that affect business operations.
• Monitor cash flow projections, identifying potential issues and helping develop strategies to manage liquidity.
• Investigate variances between actual and budgeted financial results, providing insights and recommendations.
• Build financial models to support business decisions, including profitability analysis, cost management, and investment evaluation.
• Identify areas where financial processes can be streamlined or improved, providing suggestions to optimize efficiency.
• Collaborate directly with the Fractional CFO to relay financial information and present findings to clients in an understandable and actionable way.
• Perform ad hoc financial analysis and projects as needed by clients or the Fractional CFO.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• 1-3 years of experience in financial analysis, accounting, or a similar role.
• Proficiency in financial modeling, data analysis, and forecasting techniques.
• Strong knowledge of accounting principles and financial statements.
• Advanced Excel skills; experience with financial software (e.g., QuickBooks, Xero, or others) is a plus.
• Excellent attention to detail and organizational skills.
• Ability to work independently and manage multiple client accounts.
• Strong communication skills and the ability to explain complex financial data in simple terms.
• Experience working with small to medium-sized businesses is preferred.

Additional Information

Here’s a peek at what’s ahead as we get to know each other:

✨ Please note: Progression through each step of the interview process is based on fit and qualifications and is not guaranteed for all applicants. We kindly ask that you do not contact us directly regarding your application, as doing so may result in disqualification.

📄 Apply: Submit your resume for review.

📞 Phone Screen: If we think there might be a great fit based on your resume, a brief call with HR will be scheduled to learn more about you and share details about the role.

🤝 First Panel Interview: Meet with the hiring team to discuss your experience, skills, and alignment with our core values.

📝 Assessments & References: Complete relevant assessments and provide professional references to help us get a full picture of your potential.

💬 Second Panel Interview: A deeper conversation with the team to explore fit, expectations, and next steps.

🎉 Offer: If it’s a match, we’ll extend an offer and begin onboarding!

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Perks of Being Part of Our Team ✨💼

Compensation: Starting at $70k per year, based on experience, with the opportunity for commission incentives when earnings exceed annual compensation.

Benefits: We offer a competitive benefits package designed to support your health, well-being, and work-life balance. Benefits may include:

• Medical, Dental, and Vision Insurance
• Short-Term & Long-Term Disability and Life Insurance
• Cafeteria/Section 125 Plan
• Retirement/401(k): Employer match with 100% vesting on day one of eligibility
• Paid Vacation: Starting at 2 weeks, available for use from day one
• Paid Personal Time (PTO): 32 hours available to use from day one
• Paid Holidays: New Year’s Day, Memorial Day, Independence Day, Labor Day, Thanksgiving, the day after Thanksgiving, Christmas Eve (if it falls during the work week), and Christmas Day

Note: Benefits are subject to change or revocation at the sole discretion of the Firm.

Equal Opportunity Employer: Kaizen CPAs + Advisors is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace, free from discrimination and harassment. We prohibit discrimination based on race, color, religion, age, sex, national origin, disability, genetics, veteran status, sexual orientation, gender identity, or any other characteristic protected by law. This policy applies to all aspects of employment, including recruitment, hiring, promotion, termination, leave of absence, compensation, and training.