Junior Financial Analyst - Financial Consulting Firm

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CFO is a specialized, hands‑on management consulting firm, providing fractional and interim CFO services to small and medium‑sized businesses, primarily on California's Central Coast. Our team develops financial structures, strategic management and operational improvements to drive growth for our clients, both in an on‑site and remote capacity.

Reporting to the Principal, the Junior Financial Analyst will provide daily support of company workflows, client requests, maintain digital filing systems, perform data entry, reconciliation and analysis, through a variety of mediums. This position is an entry‑level role, with growth opportunities for the ideal candidate that wants to learn and develop his/her career.

• Gather, organize and analyze financial data in support of company workflows;
• Handle client inquiries and manage project workflows;
• Maintain organized digital filing systems;
• Prepare presentations and ad‑hoc reports of management review;
• Perform accurate data entry and financial audits/analysis;
• Assist with calendar management, scheduling and meetings;
• Utilize Quick Books Online and ERP systems for data entry, reconciliation and analysis;
• Leverage Microsoft Excel for month‑end tasks and data insights.

• 1 – 3 years of experience within a similar role;
• Advanced proficiency in the MS Office suite of products;
• Experience with the Google suite of products;
• Experience with Quick Books Online;
• Experience with multiple ERP systems, preferred;
• Ability to learn new software applications and ERP systems quickly;
• Exceptional oral and written communication and interpersonal skills;
• Exemplary time management, organizational, problem‑solving, attention to detail, high level of accuracy, multi‑tasking, critical thinking and customer service skills;
• Ability to work effectively alone and within a team environment;
• Previous coaching, leadership, or business owner experience, a plus.

$25.00 - $33.00 per hour DOE, for this full‑time, non‑exempt position.

• 401(k) with annual company match;
• Company profit sharing;
• Health, dental, vision insurance premiums paid 100% by employer for employee for the Bronze plan; buy‑up options available via employee payroll deductions;
• HSA account funded by employee;
• 60 hours of annual paid vacation time, which starts accruing 90 days from start date; increasing to 80 hours in year 2; eligibility for use thereafter when time is banked;
• 40 hours of annual standard CA paid sick time, which begins accruing on the start date; eligibility for use after 90 days of employment;
• Professional development support.

8:30AM – 5:00PM, Monday – Friday

Atascadero, CA – onsite position