Note: The job is a remote job and is open to candidates in USA. CESO partners with organizations to strengthen their financial and operational foundations through consulting services. The Finance Consultant supports clients with financial analysis, budgeting, forecasting, process improvement, financial modeling, and advisory work while collaborating with client leadership and internal teams.
Responsibilities
- Partner with clients to understand financial goals, challenges, and priorities
- Analyze financial statements, budgets, and forecasts to identify trends, risks, and opportunities
- Translate financial data into clear, actionable insights for client leadership
- Support budgeting, forecasting, and financial planning efforts
- Assist with financial modeling and scenario analysis
- Evaluate financial processes and recommend improvements to support accuracy, efficiency, and scalability
- Contribute to client engagements by preparing reports, analyses, and client-ready materials
- Communicate effectively with client stakeholders and internal team members
- Support consistent service delivery across multiple clients or projects
- Contribute to shared tools, templates, and best practices for finance consulting services
- Stay current on financial trends and best practices relevant to our clients
- Perform other related duties as assigned
Skills
- Bachelor's degree in Finance, Accounting, Economics, or a related field required
- 3–6 years of experience in finance, accounting, consulting, or a related role
- Strong Excel and financial modeling skills
- Familiarity with financial reporting and accounting concepts
- Experience in financial analysis, budgeting, or advisory work preferred
- Experience in school district finance preferred
- Experience working with clients or stakeholders preferred
Benefits
- Health, dental, and disability insurance
- 401(k) with company contributions
- Flexible schedule
- Paid time off + paid holidays
- Location: Remote/Hybrid
Company Overview