Senior Analyst, CFO and Controllership Advisory

Exbo Group; United States; Hybrid; USD 70,000 - 90,000; Full time

Job summary

A premier consulting firm is seeking a Senior Analyst for its CFO & Controllership Advisory practice. This role focuses on providing financial analysis, operational support, and data-driven insights to clients. The ideal candidate holds a Bachelor’s degree and has 2-3 years of relevant experience. Responsibilities include financial modeling, analyzing accounts, and collaboration on software solutions. The position offers a flexible work model and the opportunity to work with growth-stage companies.

Qualifications

• 2-3 years of experience in financial analysis, accounting or related field.
• Proficiency in MS Office, particularly Excel.
• Strong knowledge of financial principles and concepts, including variance analysis.

Responsibilities

• Support the financial analysis and reporting needs of growth-stage clients.
• Develop and maintain financial models for operational and strategic decision-making.
• Analyze and reconcile client accounts.

Skills

Financial analysis

Analytical skills

Communication

Attention to detail

MS Excel proficiency

Problem-solving

Education

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

Tools

QuickBooks

Netsuite

Job description

Senior Analyst, CFO and Controllership Advisory

Exbo Group is looking for an exceptional individual to join our CFO & Controllership Advisory practice as a Senior Analyst. This is an opportunity to become a member of a rapidly growing premier consulting business with limitless upside as we scale. Your role will provide financial analysis, operational support, and data‑driven insights to growth‑stage clients.

What You’ll Do

• Support the financial analysis and reporting needs of growth‑stage clients
• Develop and maintain financial models for clients’ operational and strategic decision‑making
• Analyze and reconcile client accounts, research discrepancies, and propose solutions
• Provide data‑driven insights to clients, identifying opportunities for operational improvement
• Carry out month‑end closing activities, ensuring accuracy and completeness
• Prepare variance analysis reports and presentations for clients
• Work with the Engagement teams & clients to identify and implement financial operations software solutions
• Develop a deep understanding of clients’ business models and provide tailored recommendations
• Support external audits by preparing and assisting in delivering requested documents
• Collaborate with internal and external stakeholders to ensure accurate financial reporting
• Contribute to ad‑hoc projects and initiatives as assigned by Engagement Managers or as requested by clients

Key Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field
• 2‑3 years of experience in financial analysis, accounting or related field
• Strong analytical and critical thinking skills with the ability to interpret complex financial data
• Proficiency in MS Office, particularly Excel
• Experience with financial modeling and analysis
• Familiarity with accounting software such as QuickBooks or other ERP systems, like Netsuite
• High attention to detail with exceptional accuracy in work output
• Strong knowledge of financial principles and concepts, including variance analysis
• Superior written and verbal communication skills; ability to present information clearly and effectively
• Ability to manage multiple priorities, work under pressure, and meet deadlines
• A proactive mindset with a willingness to learn and adapt to new challenges
• Enjoys working with and advising a diverse set of growing companies

Work Model

This is a full‑time position based in New York, NY. We maintain a flexible model that balances remote work with in‑person collaboration from our NoHo office.

About Exbo Group

Exbo Group is a team of investment bankers, consultants, and accountants that grew out of a $400M New York‑based venture capital fund. Our team provides high‑touch accounting, finance advisory, tax and transaction services support to growth‑stage companies and middle‑market financial sponsors nationwide.

Core Values

• People are Paramount: Our people are the most important asset we have and we give them the trust and autonomy to own their role.
• Client Obsession: We work vigorously to earn and keep customer trust.
• High Standards: We deliver a premium service and maintain a high bar for our work.
• Positive Energy: We cultivate positive relationships within our team and with our clients.

Exbo Group is an equal opportunity employer. We value a diverse workforce and an inclusive culture. We encourage applications from all qualified individuals without regard to race, color, religion, gender, sexual orientation, gender identity or expression, age, national origin, marital status, disability, and veteran status.