AI-Driven FP&A Analyst for High-Growth Startups

Wells Group; New York (NY); On-site; USD 100,000 - 130,000; Part time

Benefits offered by this job

Medical, vision, dental coverage

11 holidays and 20 PTO

Hands-on growth environment

Job summary

Wells Group, a dynamic accounting and financial advisory firm based in NYC, seeks an Accounting Manager (1–3 years) to join WGNY. The role focuses on building financial models, interpreting KPIs, and delivering clear insights for leadership in a fast-paced client-facing environment.

The firm offers growth, exposure to multiple industries, and a salary band of $100,000–$130,000 with medical/vision/dental coverage, plus generous PTO and holidays. Equal opportunity employer.

Qualifications

• 1-3 years in financial analysis, FP&A, investment banking, or consulting.
• Bachelor's or higher in Finance, Accounting, Economics, or a related field.
• Exceptional Excel skills, with the ability to structure complex models and handle large datasets.
• Comfort using AI and automation tools to work faster and smarter.
• Sharp quantitative and analytical judgment, with precision in financial data.
• Strong written and verbal communication, and the ability to distill technical analysis into plain business language.
• The ability to juggle multiple client workstreams and hit deadlines in a fast-paced, client-facing setting.

Responsibilities

• Build, maintain, and interpret detailed financial models across P&L, balance sheet, and cash flow, including scenario analysis, sensitivity testing, and capital structure work.
• Turn client financials, KPIs, and trends into clear, actionable insight for leadership.
• Prepare monthly and quarterly reporting packages that explain variances and surface the real business drivers.
• Support board materials, investor decks, and executive presentations with analysis that holds up to scrutiny.
• Partner with client leadership to pressure-test budgets, forecasts, and strategic initiatives.
• Run ad hoc deep dives on customers, products, and margins to explain what's really happening in the business.
• Use AI and automation to streamline reporting and modeling, and help set the standard for how the firm works.

Skills

Financial analysis

Excel proficiency

Analytical thinking

Communication skills

AI familiarity

Education

Bachelor's in Finance/Accounting/Economics

Tools

QuickBooks

NetSuite

ERP systems

Job description

Wells Group, a dynamic accounting and financial advisory firm based in NYC, seeks an Accounting Manager (1–3 years) to join WGNY. The role focuses on building financial models, interpreting KPIs, and delivering clear insights for leadership in a fast-paced client-facing environment.

The firm offers growth, exposure to multiple industries, and a salary band of $100,000–$130,000 with medical/vision/dental coverage, plus generous PTO and holidays. Equal opportunity employer.