Financial Planning & Analysis Associate, CFO Advisory

Iris Financial Group Inc; Nashville (TN); Remote; USD 55,000 - 90,000; Part time

Job summary

Iris Financial Group Inc. is seeking an FP&A Associate to own budgeting, forecasting, and analysis for client engagements in a CFO Advisory setting. You will transform raw QuickBooks data into client-ready deliverables and progressively take on more client-facing responsibilities.

Work is remote with Nashville-area requirements; you will partner with the Director of Financial Services and a bookkeeping team to ensure accurate close and actionable insights for diverse small- to mid-size clients.

Qualifications

• 1–3 years of FP&A or related accounting experience.
• Strong Excel/Sheets capabilities and budgeting knowledge.
• Experience with QuickBooks Online and basic financial statements.
• Ability to turn numbers into clear business insights.

Responsibilities

• Build annual budgets, rolling forecasts, and 13-week cash flow forecasts.
• Prepare budget-to-actual analyses and explain variances.
• Develop financial models for pricing, hiring, expansion, financing, and capital purchases.
• Create KPI dashboards and client reports.
• Draft summaries and talking points for client meetings.
• Pull and clean data from QuickBooks Online and other systems.
• Collaborate with bookkeeping to ensure close-ready numbers.
• Track deliverables across multiple client engagements and flag risks.

Skills

Excel & Google Sheets

Three-statement models

Pivot tables

QuickBooks Online

Accrual accounting

Cash flow

Financial statements

Self-starter

Time management

Integrity & discretion

Education

Bachelor’s degree or equivalent experience

Tools

Fathom

LivePlan

Jirav

Syft

Job description

Remote (Within 60 miles of Nashville-based required) · Part-time to Full-time

Company Description

Iris Financial Group Inc., based in Nashville, is a comprehensive business services firm specializing in outsourced accounting, financial reporting, and CFO advisory services for growing organizations. Our team is highly experienced with QuickBooks Online and supports business owners from day-to-day bookkeeping through strategic financial planning. Work is performed virtually, allowing us to deliver responsive, high-quality service to clients regardless of location. Iris Financial is committed to first-class client service, long-term relationships, and operating with quality and integrity as a trusted business advisor.

Role Description

The FP&A Associate will work directly with our Director of Financial Services in the CFO Advisory department, taking ownership of the financial planning and analysis work that supports our clients’ decision-making. This is a hands-on role for someone who wants to build budgets and forecasts, not just organize them. You'll take projects from raw QuickBooks data to finished client-ready deliverables, freeing the Director to focus on advisory conversations and strategy. As you grow, you'll take on more client-facing responsibility and ownership of your own portfolio of engagements.

Key Responsibilities

• Build and maintain annual budgets, rolling forecasts, and 13-week cash flow forecasts for small and mid-sized business clients
• Prepare monthly budget-vs-actual and variance analysis, flagging trends and explaining the "why" behind the numbers
• Develop financial models for client decisions such as hiring, pricing, expansion, financing, and capital purchases
• Prepare KPI dashboards and management reporting packages tailored to each client's industry
• Draft financial summaries, presentation decks, and talking points for client advisory meetings
• Pull, clean, and gather data from QuickBooks Online and other client systems to support analysis
• Partner with the bookkeeping team to ensure underlying financials are accurate and close-ready before analysis begins
• Track deliverables and deadlines across multiple client engagements and proactively flag risks or gaps

Qualifications

• Minimum 1-3 years of experience in FP&A, financial analysis, accounting, or a related role (public accounting, outsourced CFO, or small business finance experience is a plus)
• Strong Excel or Google Sheets skills, including building three-statement models, forecasts, and pivot tables from scratch
• Working knowledge of QuickBooks Online and how financial statements tie together
• Solid understanding of accrual accounting, cash flow, and core financial statements
• Ability to turn numbers into clear, plain-English insights for business owners who aren't finance experts
• Self-starter who can take a loosely defined request and run with it with minimal hand-holding
• Strong organization and time management across multiple clients in a remote environment
• High integrity and discretion with confidential financial and client information
• Bachelor’s degree in finance, accounting, economics, or a related field, or equivalent experience

Preferred

• Experience with forecasting or reporting tools (Fathom, LivePlan, Jirav, Syft, or similar)
• Experience supporting multiple small business clients across different industries
• Interest in growing toward a senior analyst or client advisory role