ABOUT VANTAGE CFO:

Vantage-CFO is a leading fractional CFO and fully outsourced accounting firm that delivers high-impact financial leadership to clients without the cost of a full-time CFO. We provide high-touch financial strategy, complete back-office accounting, and Controllership with single and multi-entity financial oversight for home offices, small businesses, start-ups, enterprise organizations, and a family of companies across diverse industries. By offering on-demand CFO expertise, Vantage-CFO helps businesses navigate complex financial landscapes with confidence. Our services drive growth and profitability for clients by combining strategic insight with day-to-day financial management. Vantage-CFO has become a trusted name in finance and accounting with regional offices in Atlanta, Chicago, and Huntsville, known for delivering quality solutions that give business owners auditable financial control and data-driven confidence in their decisions. We operate as fiduciaries for our clients’ teams, ensuring rigorous compliance and meticulous accounting so they can focus on growth, with experienced financial oversight.

QUALIFICATIONS

• Experience: 2–5 years in FP&A/corporate finance or closely related analytics roles; multi-entity or family-office exposure is a plus.
• Technical toolkit: Advanced Excel (index/match/lookups, dynamic arrays, power query, modeling best practices), Power BI or similar, and working knowledge of SQL; familiarity with QuickBooks and/or NetSuite.
• Accounting fluency: Solid grounding in U.S. GAAP; comfort reconciling model outputs to the GL and supporting consolidations/intercompany.
• Communication: Executive-ready written and verbal skills for HNWI/family-office settings; able to present complex findings clearly and succinctly.
• Credentials: Bachelor’s in Finance, Accounting, Economics, or related field; MBA preferred (or progress toward).
• Location: Atlanta, GA—with hybrid work collaboration.

ROLE OVERVIEW

We’re hiring a Financial Analyst to sit at the intersection of FP&A, corporate finance, and multi-entity accounting. You’ll build models, forecasts, and dashboards that inform asset and portfolio decisions; translate operational drivers into financial outcomes; and ensure clean integration of your analyses into consolidated financials. This is a hybrid Atlanta-based role with direct exposure to our CFO/Controller bench.

KEY RESPONSIBILITIES

• Forecasting & Modeling: Build driver-based revenue, margin, and cash flow models; scenario and sensitivity analyses; asset/portfolio performance models supporting acquisitions, dispositions, and exit cases.
• Reporting & KPIs: Assist and develop to lead monthly reporting packs (P&L bridges, variance analysis, rolling forecasts); maintain KPI dashboards for unit economics, working capital, cohort and product profitability.
• Multi-Entity Support: Partner with Controllers to align forecasts with consolidations and intercompany eliminations; reconcile model outputs to actuals and ledger detail.
• Data & Systems: Pull and transform data from QuickBooks, NetSuite, and related systems; build repeatable queries (SQL or no-code tooling) and automate refreshes into Power BI/Excel dashboards.
• Deal & Lender/Broker Support: Prepare analyses and materials for lenders and brokers (quality of earnings style cuts, covenant tracking, debt service coverage, valuation comps).
• Cross-Functional Partnering: Work closely with CFOs, Controllers, and operating leaders across logistics, F&B, and fintech to translate ops drivers into forecast assumptions and to pressure-test plans.
• Governance & GAAP Alignment: Ensure analyses tie out to U.S. GAAP reporting; document assumptions, version models, and maintain audit-ready support.