About Company
Monroe Financial Advisors LLC is a well-established and respected financial advisory firm based in Downtown Jeffersonville, Indiana. For years, we have been dedicated to empowering individuals and businesses to achieve their financial aspirations through personalized, comprehensive, and insightful guidance. Our commitment to client success is at the heart of everything we do, fostered by a team of experienced professionals who are passionate about making a tangible difference. We pride ourselves on building lasting relationships based on trust, transparency, and a deep understanding of our clients’ unique circumstances. As we continue to expand our reach and enhance our service offerings, we are excited to integrate innovative approaches and leverage technology to better serve our growing client base and internal strategic needs. Join a firm where your expertise directly contributes to both our clients’ financial well-being and our strategic growth.
Job Description
We are seeking a highly analytical and experienced Finance Consultant to join our dynamic and collaborative remote team. This is a pivotal role for a professional who thrives on dissecting complex financial data, developing strategic recommendations, and driving impactful financial decisions. As a Finance Consultant, you will play a crucial role in providing expert financial analysis and strategic advice, supporting various internal projects and initiatives, and potentially assisting in client-facing engagements as needed. Your work will directly contribute to optimizing financial performance, mitigating risks, and identifying opportunities for growth and efficiency across our operations. This remote position offers the flexibility to work from anywhere while remaining a vital part of our Jeffersonville-based firm, collaborating closely with leadership and cross-functional teams. We are looking for an individual who is not only technically proficient but also an exceptional communicator and problem-solver, capable of translating complex financial concepts into actionable insights for diverse stakeholders. This role demands a proactive approach, exceptional attention to detail, and the ability to manage multiple projects concurrently in a fast-paced environment. You will be instrumental in developing financial models, conducting variance analyses, forecasting future financial performance, and evaluating investment opportunities. Furthermore, you will be expected to present your findings and recommendations clearly and concisely to senior management, influencing strategic direction and operational improvements. Your adaptability to remote work environments, coupled with strong self-motivation, will be key to your success in this role as you integrate seamlessly with our distributed team members and leverage digital collaboration tools. Embrace the opportunity to shape financial strategies and drive growth with a forward-thinking advisory firm.
Key Responsibilities
- Conduct in-depth financial analysis, including variance analysis, trend analysis, and profitability studies, to identify key insights and potential areas for improvement.
- Develop and maintain complex financial models, forecasts, and budgets to support strategic planning and decision-making.
- Prepare comprehensive financial reports and presentations for internal stakeholders, clearly articulating findings and recommendations.
- Provide expert financial advice and strategic recommendations to management on various initiatives, including investment opportunities, cost optimization, and operational efficiency.
- Collaborate with cross-functional teams (e.g., operations, marketing, compliance) to ensure financial objectives are integrated into broader business strategies.
- Evaluate potential risks and opportunities related to financial performance and market trends, providing proactive insights.
- Assist in the development and implementation of financial policies and procedures to ensure regulatory compliance and best practices.
- Leverage financial software and tools to enhance analytical capabilities and streamline reporting processes.
- Stay abreast of industry trends, economic conditions, and regulatory changes that may impact the firm's financial health.
- Contribute to ad-hoc financial projects and analyses as required by leadership.
Required Skills
- Bachelor's degree in Finance, Accounting, Economics, or a related field.
- Minimum of 3 years of progressive experience in financial analysis, consulting, or a similar finance-centric role.
- Demonstrated expertise in financial modeling, forecasting, budgeting, and variance analysis.
- Proficiency in Microsoft Excel (advanced functions, pivot tables, data visualization) and PowerPoint.
- Strong analytical and problem-solving skills with a keen eye for detail.
- Excellent written and verbal communication skills, with the ability to present complex financial information clearly and concisely.
- Proven ability to work independently and collaboratively in a remote team environment.
- Strong organizational skills and the ability to manage multiple priorities effectively.
Preferred Qualifications
- Master's degree (MBA, MSF) or relevant professional certifications (e.g., CFA, CPA).
- Experience with financial planning software or enterprise resource planning (ERP) systems (e.g., QuickBooks, NetSuite).
- Prior experience in the financial services or consulting industry.
- Familiarity with data visualization tools (e.g., Tableau, Power BI).
- Experience with project management methodologies in a finance context.
Perks & Benefits
- Competitive salary and performance-based bonuses.
- Comprehensive health, dental, and vision insurance.
- 401(k) retirement plan with company match.
- Generous paid time off and paid holidays.
- Flexible remote work environment.
- Stipend for home office setup and internet.
- Opportunities for continuous professional development and training.
- Collaborative and supportive team culture.
- Access to cutting-edge financial tools and resources.
How to Apply
To apply for this exciting opportunity, please click on the application link below. We look forward to reviewing your qualifications and learning how you can contribute to our remote finance team.