Senior Client Advisory Services Analyst

Chazin & Company; Midland (TX); Remote; Part time

Job summary

A leading firm specializing in nonprofit financial solutions seeks a Senior Client Advisory Analyst. This part-time, fully remote role involves providing strategic financial guidance, advanced forecasting, and board reporting to nonprofit clients. Ideal candidates have strong financial analysis skills and a passion for mission-driven work.

Benefits

100% Remote

Flexible part time schedule

Annual company paid retreat

401(k) with company match

PTO

Holiday pay

Employee reward & recognition program

Qualifications

• Minimum of six years accounting, financial planning & analysis experience.
• Public accounting experience is preferred.

Responsibilities

• Serve as a strategic financial advisor to nonprofit clients.
• Develop and maintain multi-year financial forecasts and cash flow projections.
• Guide clients through budgeting processes and audits.

Skills

Communication

Financial Analysis

Advanced Excel

Education

Bachelor's degree in Accounting or Finance

Tools

QuickBooks Online

Sage Intacct

Job description

SENIOR CLIENT ADVISORY ANALYST

(CPA or CFA Preferred)

This is a part-time (20-25 hours/week), fully remote position open to candidates based in the United States. Please note that, due to business and regulatory requirements, we are currently unable to consider applications from residents of California.

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Chazin & Company is a woman-owned firm, established by Adele Chazin in 2005. Although accounting is our business, nonprofits are our passion. This passion, coupled with years of practical experience, has made Chazin & Company a premier provider of virtual accounting and finance solutions for the nonprofit sector. Chazin & Company has been nationally awarded in 2025 for Best of Accounting: Client Satisfaction and Best of Accounting: Employee Satisfaction. Take a look at what our clients and employees have to say: Chazin & Company reviews - Best of Accounting Winner (clearlyrated.com)

As a Senior Client Advisory Services Analyst, you will lead and deliver strategic financial guidance to a portfolio of nonprofit clients. In this client-facing role, you’ll support CFO-level services including advanced forecasting, financial modeling, and board reporting. You will be a key advisor, helping clients interpret financial data, manage performance, and plan for long-term sustainability. This position is ideal for an experienced financial professional who combines strong technical skills with excellent communication and a passion for mission-driven work.

Responsibilities of the Senior Client Advisory Services Analyst:

• Serve as a strategic financial advisor to nonprofit clients, supporting executive teams and boards
  
• Develop and maintain multi-year financial forecasts, cash flow projections, and scenario analyses
• Lead the preparation and presentation of board reporting packages and management dashboards
• Perform high-level financial analysis, identifying trends, opportunities, and risks
• Guide clients through budgeting processes, including annual budgets and mid-year reforecasts
• Support clients during audits, compliance reviews, and strategic planning sessions
• Drive improvements in financial reporting tools and advisory service delivery

Qualifications of the Senior Client Advisory Services Analyst:

• Bachelor's degree in Accounting or Finance
  
• CPA or CFA license preferred
• Minimum of six years accounting, financial planning & analysis experience
  
• Public accounting experience is preferred
  
• Extensive knowledge of generally accepted accounting principles (GAAP)
  
• Proven ability to synthesize complex financial information for diverse audiences
  
• Advanced Excel skills and proficiency with financial reporting tools, experience with QuickBooks Online, Sage Intacct, or similar service orientation
  
• Experience working independently in a remote environment is preferred
  
• Nonprofit accounting experience preferred

Compensation:

The hourly pay range for this position is $40/hour - $50/hour, depending on qualifications and experience. We offer a comprehensive benefits package and support opportunities for growth and advancement within our organization.

Benefits:

Chazin & Company offers our employees a 100% remote work environment, a *flexible work schedule, an attractive part time benefits program, competitive compensation, work life balance, and a people-focused culture.

• 100% Remote
• Flexible part time schedule
• An annual company paid retreat
• 401(k) with company match & 100% vesting schedule after 1st year
• PTO
• Holiday pay
• Employee reward & recognition program

*At Chazin & Company we offer partial flexibility with work hours, allowing team members to adjust schedules within specified parameters. This accommodates individual needs while maintaining core business hours for collaboration and meetings, fostering a harmonious and productive work atmosphere.

We are an equal opportunity employer and value diversity at our company. We are committed to creating an inclusive work environment and do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We encourage individuals from all backgrounds and experiences to apply.