Company Profile:

UpgradeCFO is a specialized, hands-on management consulting firm, providing fractional and interim CFO services to small and medium-sized businesses, primarily on California's Central Coast. Our team develops financial structures, strategic management and operational improvements to drive growth for our clients, both in an on-site and remote capacity.

Job Summary:

Reporting to the Principal, the Junior Financial Analyst will provide daily support of company workflows, client requests, maintain digital filing systems, perform data entry, reconciliation and analysis, through a variety of mediums. This position is an entry-level role, with growth opportunities for the ideal candidate that wants to learn and develop his/her career.

Duties / Responsibilities:

Gather, organize and analyze financial data in support of company workflows;

Handle client inquiries and manage project workflows;

Maintain organized digital filing systems;

Prepare presentations and ad-hoc reports of management review;

Perform accurate data entry and financial audits/analysis;

Assist with calendar management, scheduling and meetings;

Utilize QuickBooks Online and ERP systems for data entry, reconciliation and analysis;

Leverage Microsoft Excel for month-end tasks and data insights.

Qualifications:

1 – 3 years of experience within a similar role;

Advanced proficiency in the MS Office suite of products;

Experience with the Google suite of products;

Experience with QuickBooks Online;

Experience with multiple ERP systems, preferred;

Ability to learn new software applications and ERP systems quickly;

Exceptional oral and written communication and interpersonal skills;

Exemplary time management, organizational, problem-solving, attention to detail, high level of accuracy, multi-tasking, critical thinking and customer service skills;

Ability to work effectively alone and within a team environment;

Previous coaching, leadership, or business owner experience, a plus.

Compensation:

$25.00 - $33.00 per hour DOE, for this full-time, non-exempt position.

Benefits:

401(k) with annual company match;

Company profit sharing;

Health, dental, vision insurance premiums paid 100% by employer for employee for the Bronze plan; buy-up options available via employee payroll deductions;

HSA account funded by employee;

60 hours of annual paid vacation time, which starts accruing 90 days from start date; increasing to 80 hours in year 2; eligibility for use thereafter when time is banked;

40 hours of annual standard CA paid sick time, which begins accruing on the start date; eligibility for use after 90 days of employment

Professional development support.

Working Hours:

8:30AM – 5:00PM, Monday – Friday

Location:

Atascadero, CA – onsite position