Financial Analyst

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 is a dynamic accounting and financial advisory firm serving startups and mid-sized companies, specializing in interim CFO and Controller services on a part-time, fractional basis. We work primarily with high-growth businesses across SaaS, media, healthcare, fintech, and consumer goods, among other industries. Our analysts sit close to the founders and CFOs making the calls and use AI to sharpen the insight that helps clients grow.

We are seeking an Accounting Manager with 1 to 3 years of experience to join WGNY. Headquartered in the Meatpacking District of NYC, we run extremely flat and want someone who can execute at a high level and become a core member of the team, with impact felt both inside our organization and across the clients we serve.

What You'll Do

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

What We're Looking For

Required

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 a proven 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 when reading financial and operational data

Strong written and verbal communication, and the ability to distill technical analysis into plain business language

The self-direction to juggle multiple client workstreams and hit deadlines in a fast-paced, client-facing setting

Nice to Have

SQL experience (strongly preferred)

Prior time at a Big Four firm, investment bank, or management consulting firm

Familiarity with U.S. GAAP, plus CPA or progress toward it

Experience with QuickBooks, NetSuite, or a similar ERP

Exposure to multiple industries or client-facing work

Why You'll Want This

Range. Real exposure to many industries and business models, not a single vertical

Ownership. A flat team where junior people touch strategy early instead of waiting years

Leverage. We invest in AI and automation so your time goes to thinking, not grinding

Growth. Direct mentorship from senior finance leaders across a live portfolio of clients

$100,000-$130,000 salary band

Medical, vision, and dental coverage, and a hands-on environment built for people who want to grow fast.

11 Holidays and 20 PTO

The Wells Group is an equal opportunity employer. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or any other characteristic protected by applicable law. We are committed to building a team that reflects the diversity of the clients we serve.