Title: Senior Financial Analyst
Location: Charlottesville, VA
Status: Full Time - Exempt
Compensation: Base Salary Range: $105K - 120K
PLUS: Quarterly Bonus Program
PLUS: YE Profit Sharing Bonus
Relocation: Assistance available for candidates with ties and familiarity with
the Charlottesville and broader Shenandoah Valley market
Benefits: Hybrid In-Person and Remote, 401k, 401k matching, Paid Time Off,
Medical (proportional company subsidy), Dental, Vision,
Technology allowance, Highly Flexible Schedule
Forward Financial Intelligence empowers local businesses and nonprofits by strengthening financial operations and distilling better intelligence from financial data. We are seeking a full-time Senior Financial Analyst to join our team!

REQUIRED TECHNICAL SKILLS:

• Thorough understanding of all three financial statements
• At least 5 years of progressive analytics experience
• Expert level spreadsheet skills
• Financial acumen rooted in an in-depth knowledge of accounting
• Experience with Quickbooks Online
• Degree in finance, accounting or equivalent work experience

AS PART OF THE TEAM, YOUR RESPONSIBILITIES WILL INCLUDE:

• Delivering analyses with impressive spreadsheet skills
• Managing client onboarding projects
• Reviewing and interpreting financial statements
• Assisting in the design of client financial and operational reporting metrics
• Supporting the advisory team with your analytics, creativity, wisdom and wit

ESSENTIAL SOFT SKILLS TO QUICKLY GROW INTO A CLIENT ADVISOR ROLE:

• Passion for helping small business clients
• Collaborative mindset for solving client challenges
• Excellence in self-directed workflow, prioritization, and time management
• High attention to detail and organizational skills
• Aptitude for delighting clients by anticipating their needs
  Our diverse clients are almost exclusively in the Charlottesville area, so a passion to serve our local business and non-profit community will be essential. As such, while this work will be hybrid and leaning towards mostly remote, you local to the Charlottesville area. If you currently live elsewhere, but have ties to the region and would like to relocate, we can provide relocation assistance.
  We look forward to learning more about your professional goals, and would love to hear why this position interests you and how you are uniquely qualified. We thoroughly enjoy LinkedIn profiles and other alternatives to a traditional resume. Please send your cover letter and resume or alternative to us at hello@fwdfi.com. Please feel free to share examples of your work.
  All offers of employment contingent upon clear results of a thorough background check.