CFO Services Associate

Job Summary

A company is looking for an Associate, CFO Services.

Key Responsibilities

• Develop financial models, budgets, and forecasts while collaborating with Senior Managers or Managers
• Communicate insights and solutions to clients, ensuring their financial and business needs are met
• Conduct research and manage budgets, providing support for investor discussions and board meetings

Required Qualifications

• 1-2 years of relevant finance and strategy experience; investment banking or consulting experience is a plus
• CPA or MBA preferred but not required
• Advanced Excel modeling skills with the ability to translate complex information into clear outputs
• Ability to thrive in a fast-paced, cross-functional environment
• Proven ability to build strong collaborative relationships within the team