Finance Consultant

Jobtailor; Minneapolis (MN); On-site; USD 85,000 - 125,000; Full time

Job summary

Jobtailor is seeking a finance professional in Minneapolis to partner with clients, analyze budgets and forecasts, and translate complex data into actionable insights for leadership.

The role supports budgeting, forecasting, and financial planning with emphasis on school district finance. Ideal candidate has 3–6 years of experience, strong Excel and financial modeling skills, and a proven ability to collaborate with stakeholders.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 3–6 years of experience in finance, accounting, consulting, or a related role.
• Experience in financial analysis, budgeting, or advisory work preferred.
• Experience in school district finance preferred.
• Strong Excel and financial modeling skills.

Responsibilities

• Partner with clients to understand financial goals, challenges, and priorities.
• Analyze financial statements, budgets, and forecasts to identify trends, risks, and opportunities.
• Translate financial data into clear, actionable insights for client leadership.
• Support budgeting, forecasting, and financial planning efforts.
• Assist with financial modeling and scenario analysis.

Skills

Financial Analysis

Budgeting

Financial Modeling

Excel Proficiency

Client Communication

Stakeholder Collaboration

Education

Bachelor’s degree in Finance, Accounting, Economics, or a related field

Tools

Excel

Job description

• Partner with clients to understand financial goals, challenges, and priorities
• Analyze financial statements, budgets, and forecasts to identify trends, risks, and opportunities
• Translate financial data into clear, actionable insights for client leadership
• Support budgeting, forecasting, and financial planning efforts
• Assist with financial modeling and scenario analysis
• Evaluate financial processes and recommend improvements to support accuracy, efficiency, and scalability
• Prepare reports, analyses, and client-ready materials
• Communicate with client stakeholders and internal team members
• Support consistent service delivery across multiple clients or projects
• Contribute to shared tools, templates, and best practices
• Stay current on financial trends and best practices relevant to clients
• Perform other related duties as assigned

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field required
• 3–6 years of experience in finance, accounting, consulting, or a related role
• Experience in financial analysis, budgeting, or advisory work preferred
• Experience in school district finance preferred
• Strong Excel and financial modeling skills
• Familiarity with financial reporting and accounting concepts
• Experience working with clients or stakeholders preferred
• Must successfully complete a background and reference check

Core Competencies

Demonstrates expertise in financial analysis, budgeting, and financial modeling, with a strong ability to translate complex financial data into actionable insights for clients. Proven experience in collaborating with stakeholders and delivering consistent service across multiple projects.

Highest-signal resume keywords

• Financial Analysis
• Budgeting
• Financial Modeling
• Excel Proficiency
• Client Communication

ATS Optimization Keywords

Hard Skills

• Financial Analysis
• Budgeting
• Financial Modeling
• Financial Reporting
• Accounting Concepts

Soft Skills

• Communication
• Collaboration

Industry Keywords

• Finance
• Accounting
• Consulting
• School District Finance

Tools & Technologies

• Excel