Job Description

About Know Your Worth PGH

Know Your Worth PGH is a boutique financial consulting and bookkeeping firm dedicated to providing consistency, guidance, and confidence to small businesses in managing their financial outlook. 

Position Summary

We are seeking a detail-oriented and proactive Senior Financial Analyst to join our team. In this role, you will be instrumental in supporting our clients' financial health by conducting in-depth analyses, developing financial models, and providing actionable insights. Your expertise will help drive strategic decision-making and foster financial confidence among our diverse clientele.

Key Responsibilities

• Financial Analysis & Reporting:

  • Conduct comprehensive financial analyses, including budgeting, forecasting, and variance analysis, to support clients' strategic objectives.
  • Develop and maintain financial models to predict future financial performance.
  • Prepare and present detailed financial reports to clients, highlighting key insights and recommendations.
  • Ensure clients' books are up to date and reconciled accurately monthly. ​

• Client Advisory:

  • Collaborate with clients to understand their financial goals and challenges.

  • Provide expert advice on financial planning, risk management, and investment strategies.

  • Assist clients in setting and achieving attainable financial goals.

• Process Improvement:

  • Evaluate and enhance clients' financial processes and systems for efficiency and accuracy.

  • Implement best practices in bookkeeping and financial management.

  • Train clients on financial tools and processes to promote self-sufficiency.

• Compliance & Standards:

  • Ensure all financial practices comply with relevant laws, regulations, and standards.

  • Stay updated on changes in financial regulations and advise clients accordingly.

Qualifications

• Bachelor's degree in Finance, Accounting, or a related field; Master's degree preferred.

• Minimum of 5 years of experience in financial analysis, preferably within a consulting or client-facing role.

• Proficiency in financial modeling, forecasting, and data analysis.

• Strong knowledge of accounting principles and financial regulations.

• Excellent communication and interpersonal skills, with the ability to explain complex financial concepts to non-financial audiences.

• Proficiency in financial software and tools (e.g., QuickBooks, Excel, Google Sheets).

What We Offer

• Opportunity to work closely with a diverse range of small businesses and entrepreneurs.

• Collaborative and supportive work environment.

• Flexible work arrangements, including hybrid options.

• Professional development opportunities to enhance your skills and expertise.

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