Senior Financial Analyst

SENIOR FINANCIAL ANALYST

Remote (U.S.-based candidates)

Part-Time (Independent contractor; up to 20 hours/week based on client needs)

Hourly Rate: $110-$140 per hour DOE

MUST HAVES – WE APPRECIATE YOUR INTEREST, BUT CANDIDATES MUST HAVE:

• Successful completion of a 2-year Analyst Program in Corporate Finance or M&A at a bulge bracket Wall Street firm
• Strong analytical and modeling skills, with proven ability to support strategic finance initiatives
• Ability to work independently and communicate effectively in a client-facing environment

Nice to Have:

• CFA designation or current candidacy
• Post-investment banking experience in industry, especially within operating companies
• Experience in software, manufacturing, and/or life sciences sectors

Our Company

The Company provides Tier 1 accounting, finance, and HR services to our client base of leading venture- and growth-stage companies. Based in Billings, Montana, our team includes finance professionals from across the U.S. with backgrounds in investment banking, corporate finance, and strategic advisory. We deliver services both remotely and in person, offering our clients deep expertise and flexible support.

Role Overview

The Senior Financial Analyst will support client CFOs and executive teams with high-impact financial analysis and insights. This part-time, project-based role is ideal for former investment bankers or corporate finance professionals seeking flexible work with innovative companies.

Responsibilities

• Build and maintain detailed financial models to support forecasting, budgeting, valuation, and decision-making
• Analyze company performance and key financial metrics; develop dashboards and KPIs
• Conduct industry research and support market and competitive analyses
• Support M&A activity including due diligence, data room management, and integration planning
• Assist in preparing materials for board meetings, investor updates, and strategic planning
• Work closely with client leadership teams to identify and evaluate financial and operational levers

Requirements

• Bachelor’s degree in Finance, Economics, Accounting or a related field; MBA or CFA is a plus
• Demonstrated excellence in financial modeling, strategic analysis, and business communication
• Prior experience working with or within fast-paced, growth-stage companies preferred
• Proficiency with Excel; familiarity with tools like Tableau, Power BI, NetSuite, QuickBooks Online, Carta, or Asana is a plus
• High attention to detail, intellectual curiosity, and a solutions-oriented mindset

Professional Attributes

• High energy, self-starter, and collaborative
• Strong communication and interpersonal skills
• Comfort working across multiple client engagements
• Entrepreneurial spirit and interest in working with startups and high-growth businesses

This is an hourly, part-time independent contractor with compensation DOE. Ideal for professionals seeking flexibility, including those transitioning from full-time investment banking, primary caregivers, or individuals balancing other professional commitments.