ABOUT THE JOB

Wells Group is seeking a Financial Analyst with 3+ years of experience. Wells Group is a boutique management consulting firm offering CFO (strategic finance) and Controller (Accounting) services for startups and mid-sized companies. Our engagements span multiple industries, including consumer goods & services, healthcare, SaaS, and tech, among others. The firm consists of ~25 people and runs extremely flat. We are looking for someone who can not only execute but also become a core member of our team and contribute to the mission, vision, and culture both at Wells Group and for our clients. This is a salaried full-time position. Salary dependent on experience.

 

POSITION OVERVIEW

The ideal candidate is highly analytical, technically advanced, and detail-oriented. Candidate should be able to build, maintain, and interpret financial models, work with large and complex datasets, and deliver clear insights that drive business decisions. Candidate should have strong financial acumen, fluency in accounting principles, and exceptional Excel skills. Experience with SQL or advanced analytical tools is a plus. Candidate should be professional, proactive, and thrive in a fast-paced consulting environment.

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RESPONSIBILITIES
•    Build, maintain, and analyze detailed financial models, including P&L, balance sheet, and cash flow forecasts
•    Perform scenario analysis, sensitivity testing, and capital structure modeling to support key client decisions
•    Analyze client financial performance, KPIs, and trends; provide actionable insights and recommendations to leadership
•    Support preparation of board materials, investor decks, and executive presentations with clear financial analysis
•    Partner closely with clients’ leadership and internal teams to evaluate budgets, forecasts, and strategic initiatives
•    Prepare monthly and quarterly reporting packages that explain variances and highlight key business drivers
•    Lead ad hoc analyses, including customer, product, or margin analyses, to better understand business performance
•    Identify and drive process improvements, including automation opportunities for reporting and modeling workflows
•    Collaborate across departments (FP&A, Accounting, Treasury, Marketing, etc.) to ensure financial alignment
•    Provide guidance to other team members, reviewing work and ensuring accuracy in outputs

REQUIRED QUALIFICATIONS
•    Bachelor’s or higher degree in Finance, Accounting, Economics, or related field
•    2+ years of relevant financial analysis or investment banking experience
•    Exceptional Excel skills; proven ability to structure complex models and handle large datasets
•    Strong quantitative and analytical skills; ability to interpret financial and operational data with precision
•    Excellent communication skills; proven ability to distill technical analysis into clear business insights
•    Ability to multi-task and prioritize in a client-facing, deadline-driven environment
•    Proactive self-starter who thrives in fast-paced settings and enjoys solving complex problems
•    SQL experience strongly preferred; QuickBooks / NetSuite experience a plus
•    MBA or CPA a plus

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