Financial Analyst

Kaizen CPAs + Advisors - Antioch, IL

Full-time - Entry Level

Antioch, IL

About the position

The Financial Analyst position at Kaizen CPAs + Advisors involves supporting a Fractional CFO in managing financial operations for multiple clients. The role focuses on analyzing financial data, creating reports, and driving strategic decision-making to help small to medium-sized businesses achieve growth and optimize their financial processes.

Responsibilities

• 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.

Requirements

• 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.