Fractional CFO Services
Financial Analytics Specialist
Analytics & Reporting
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Full-time
Egort & Partners Financial Solutions, LLC is hiring a detail oriented Financial Analytics Specialist to support our client engagements with structured reporting, predictive modeling, and financial investigation. You’ll work closely with the advisory team and help fuel smarter decisions with actionable data.
Job Description
As a Financial Analytics Specialist at Egort & Partners, you’ll play a key role in transforming raw financial data into decision-ready intelligence. You will be responsible for preparing models, variance reports, and forecasts that guide our advisory team’s strategic insights. In this role, you’ll clean and integrate financial data from various platforms, support due diligence projects, and validate AI-generated outputs to ensure accuracy and context. Your work will directly influence how we deliver financial clarity to clients across diverse industries, including healthcare, legal, and service-based businesses. This position is perfect for someone who is highly analytical, detail-driven, and comfortable working across tools like Fathom, Gusto, QuickBooks, and Google Sheets. If you enjoy making complex data understandable, finding patterns in performance, and contributing to meaningful financial transformation, this role offers flexibility, impact, and a modern tech-enabled environment where innovation is valued. You’ll be part of a forward-thinking team helping redefine how businesses experience CFO-level insight.
Key Responsibilities
Build and maintain financial models for budgeting, forecasting, and cash flow.
Perform monthly budget vs. actual variance analysis.
Collaborate with the advisory team to prepare client-ready visual and narrative reports.
Development of decision-making tool.
Support Quality of Earnings and Due Diligence projects as needed.
Ideal Candidate
Minimum 2 years’ experience in financial analysis or accounting.
Familiar with SaaS financial tools (e.g., Fathom, Gusto, QuickBooks, Karbon).
Comfortable integrating data from different platforms and CRMs.
Ability to identify financial discrepancies and root causes.
Knowledge of cost allocation, direct vs. indirect costs, and basic M&A principles.
CPA or CFA is a plus but not required.
What We Offer
A modern, flexible working model.
Opportunity to work closely with seasoned advisors.
Excellent mentorship opportunity for someone looking to make a difference for our clients.
The chance to help shape how fractional CFO services are delivered.
Meaningful, high-impact work for clients actively making growth decisions.
Interested in this job?
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