About this role

Financial Analyst (FP&A & Client Advisory)

About the job

At EFS Group, we serve as the outsourced CFO and strategic finance partner for growing businesses across the U.S. We help business owners understand their financial performance, improve profitability, strengthen cash flow, and make confident, data-driven decisions.

Our clients rely on us for forecasting, financial analysis, KPI reporting, budgeting, cash flow planning, and ongoing strategic financial guidance. As a Financial Analyst, you'll play a key role in delivering these insights and helping business owners turn financial data into action.

If you're looking for a role that combines financial analysis, strategic thinking, and meaningful client relationships, we'd love to hear from you.

What You'll Do

Build and maintain financial forecasts, budgets, and cash flow models for a portfolio of clients.
Develop KPI dashboards and monthly management reports that help clients understand and improve business performance.
Analyze financial statements to identify trends, risks, profitability drivers, and growth opportunities.
Perform pricing, profitability, margin, and financial modeling analyses to support strategic decision-making.
Translate complex financial data into practical, actionable recommendations for non-financial audiences.
Conduct monthly financial review meetings and partner directly with business owners as a trusted financial advisor.
Research industry and market trends to support client strategy and long-term planning.
Collaborate with internal team members to continuously improve client outcomes and advisory processes.
What Success Looks Like

In this role, you'll:

Help clients make confident, data-driven business decisions.
Deliver accurate, timely financial forecasts and reporting.
Identify opportunities to improve profitability, cash flow, and operational performance.
Build trusted relationships with business owners and executive teams.
Required Qualifications
Bachelor's degree in Finance, Accounting, or a related field.
3+ years of experience in FP&A, financial analysis, strategic finance, or financial advisory.
Strong understanding of financial statements, budgeting, forecasting, cash flow analysis, and financial modeling.
Advanced Microsoft Excel skills.
Excellent analytical, written, and verbal communication skills.
Ability to explain financial concepts clearly to non-financial audiences.
Preferred Qualifications
Experience working directly with clients or business stakeholders.
Experience supporting small or mid-sized businesses.
Experience with QuickBooks Online, Xero, or similar accounting platforms.
Experience building KPI dashboards and executive reporting.
Consulting or advisory experience.
Why Join EFS Group?
At EFS Group, you'll have the opportunity to make a meaningful impact on growing businesses while expanding your own expertise.

We offer:

Fully remote work environment
Flexible schedule with a high level of autonomy
Direct exposure to a variety of industries and business models
Meaningful client relationships and strategic advisory work
Clear opportunities for professional growth into Senior Financial Analyst and Advisory Manager roles
Collaborative, supportive team environment
401(k) with up to a 6% company match
Health, dental, vision, and life insurance
Paid time off
Job Type: Full-time
Pay: $77,000.00 - $83,000.00 per year

Benefits

401(k)
401(k) matching
Dental insurance
Health insurance
Life insurance
Paid time off
Retirement plan
Vision insurance

Application Question(s):

Have you presented financial results or recommendations directly to business owners?
Do you have professional experience building financial forecasts, budgets, and cash-flow models?
Do you have experience analyzing P&Ls, balance sheets, and cash-flow statements?

Education

Bachelor's (Required)

Experience

financial analysis, strategic finance, or financial advisory: 3 years (Required)
Work Location: Remote