Job Description

Title:  Senior Financial Analyst

Location:  Charlottesville, VA 

Schedule:  Hybrid in-person and remote 

Status:  Full-time - Exempt

Base Compensation: $105k - $120k per year

Relocation: Assistance available for candidates with ties and familiarity with the Charlottesville and broader Shenandoah Valley market

Benefits:  Hybrid In-Person and Remote, 401k, 401k matching, Paid Time Off, Medical (proportional company subsidy), Dental, Vision, Technology allowance, Highly Flexible Schedule

PLUS: Quarterly Bonus Program

PLUS: YE Profit-Sharing Bonus

Forward Financial Intelligence empowers local businesses and nonprofits by strengthening financial operations and distilling better intelligence from financial data. We are seeking a full-time Senior Financial Analyst to join our team!

What will I do?

In this role, you will directly support the advisory practice and utilize your exceptional analysis and modeling skills to support client FP&A and corporate transactions. You will possess the ability to design and build creative and pragmatic solutions to client challenges as well as help synthesize insights from financial and other transaction data. 

As part of the team, your responsibilities will include:

• Delivering analyses with impressive spreadsheet skills

• Managing client onboarding projects

• Reviewing and interpreting financial statements

• Assisting in the design of client financial and operational reporting metrics

• Supporting the advisory team with your analytics, creativity, wisdom and wit 

Required Technical Skills:

• Thorough understanding of all three financial statements

• At least 5 years of progressive analytics experience

• Expert level spreadsheet skills

• Financial acumen rooted in an in-depth knowledge of accounting

• Experience with Quickbooks Online

• Degree in finance, accounting or equivalent work experience

Essential Soft Skills to quickly grow into a client advisor role:

• Passion for helping small business clients

• Collaborative mindset for solving client challenges

• Excellence in self-directed workflow, prioritization, and time management

• High attention to detail and organizational skills

• Aptitude for delighting clients by anticipating their needs

Our diverse clients are almost exclusively in the Charlottesville area, so a passion to serve our local business and non-profit community will be essential. As such, while this work will be hybrid and leaning towards mostly remote, you must be local to the Charlottesville area. If you currently live elsewhere, but have ties to the region and would like to relocate, we can provide relocation assistance.

We look forward to learning more about your professional goals, and would love to hear why this position interests you and how you are uniquely qualified.  Candidates will be expected to dazzle with their spreadsheet abilities. We thoroughly enjoy LinkedIn profiles and other alternatives to a traditional resume. Please send your cover letter and resume or alternative to us at hello@fwdfi.com. Please feel free to share examples of your work.

All offers of employment contingent upon clear results of a thorough background check.

About Forward Financial Intelligence, Inc.

At Forward, our purpose is to improve people's lives, whether those lives belong to our team members, our clients, or our community. We want our employees to be delighted in their work, and for our customers to be equally delighted in our services. We value honesty and empathy in our pursuit of improving lives, and we seek to leverage innovation and creativity as we solve problems.

We are a human-centered company that offers flexible hybrid workweek schedules and generous PTO to fit your lifestyle.  Our small team allows for your voice to be of greater internal influence and for your contribution to be more impactful.  We highly value people and community, and enjoy paid volunteer days for local nonprofits, paid professional training & development, and team social activities.

Forward Financial Intelligence is an Equal Opportunity/Affirmative Action employer. All qualified applications will receive consideration for employment without regard to race, color, religion, gender, age, national origin, disability, sexual orientation, gender identity or expression, genetic information, marital status, amnesty or protected Veteran status in accordance with applicable federal, state, and local laws.

Want to join our team?

Drop us an email and tell us why you would be a great fit.