Responsible for working closely with potential and existing clients to prepare financial projections, business narratives and other portions of their business plan. This will be accomplished in a team environment working with others.

Principle Accountabilities

• Prepare financial assumptions and written business plans for clients.
• Work closely with other team members to accomplish common goals.
• Prepare cash flow analysis for current clients as necessary or requested.
• Educate existing and potential clients on financial and cash management concepts.
• Educate existing and potential clients business planning concepts.
• Gather and analyze financial and other information from clients for reporting.
• Conduct client site visits and complete visit reports.
• Prepare other monthly and quarterly reports as required by funding sources.
• Other projects and analysis as assigned or requested.

Desired Qualifications

• Familiarity with financial or general business operations.
• Demonstrate skills, knowledge and experience in financial statements, financial projections, and business planning concepts.
• Proficient in word processing, spreadsheets, and database management.
• Strong organizational and personal skills.
• Strong self-starter but also contributing team member.
• Strong oral and written communications skills.
• Ability to manage multiple projects at a time.
• Minimum of 5 years of experience in business, finance, management and/or accounting.
• A minimum of a Bachelor’s Degree in accounting, business, management or finance is required.

Job Type: Full-time

Pay: $45,000.00 - $65,000.00 per year

Benefits:

• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Retirement plan

Physical setting:

• Office

Schedule:

• 8 hour shift
• Monday to Friday

Ability to commute/relocate:

• London, KY 40744: Reliably commute or planning to relocate before starting work (Required)

Education:

• Bachelor's (Preferred)

Experience:

• Financial Analysis: 5 years (Preferred)

Work Location: One location

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