Wells Group is a boutique management consulting firm offering CFO (strategic finance) and Controller (Accounting) for startups and mid-sized companies. The firm consists of ~20 people and advises companies operating in ecommerce, technology and healthcare, among other industries. Our engagements range in scope and span across multiple industries, including consumer goods & services, healthcare, and tech, among others. We run extremely flat and are looking for someone that can not only execute, but 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 range: $60k - $90K.

 

We are seeking a finance and accounting professional to grow into a hybrid accounting / finance analyst role.  The ideal candidate can work efficiently without sacrificing accuracy and is a self-starter. Candidate should be able to work with large amounts of numerical data, handle multiple tasks with deadlines, and provide transparent and complete reports to management. Candidate should have a firm grasp of accounting and financial practices and possess strong computer, verbal and written communication skills. Candidate should be detail-oriented, professional, and analytical.

 

RESPONSIBILITIES:

• Preparing financial statements and other financial reports, such as balance sheets, profit & loss statements, and management reports

• Compiling, analyzing, and reporting financial data

• Presenting financial information to all levels of management in the organization

• Maintaining accurate financial records with support

• Participate in audits, special projects and ad hoc analysis

• Assisting management in the decision-making process by assisting with budgets and financial forecasts

• Assist clients in creating or maintaining KPI dashboards and tracking key business metrics 

• Broad level client support including communications and maintaining accounting infrastructure

• Oversight of junior team responsibilities including providing clear direction for work and reviewing / analyzing results 

 

REQUIREMENTS:

• Bachelor’s degree in Finance or Accounting 

• Minimum of 2+ years Accounting experience

• Must be proficient in Microsoft applications, including Excel and Powerpoint

• Strong financial modeling capabilities or excel experience utilizing data from numerous sources to achieve desired results

• Comfortable when challenged with difficult, unstructured problems that must be solved quickly

• Strong critical thinking skills

• Requires planning / organizational skills and strict attention to detail

• Strong written and verbal communication skills

• Quickbooks / Netsuite experience a plus

• CPA a plus

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