About Cast Finance

Cast Finance is a modern accounting, bookkeeping, payroll, and advisory partner — built for today’s entrepreneur. Our mission? Empower our Members to build stronger, smarter businesses through financial clarity, strategic partnership, and operational excellence. We’re proudly tech-first, investing heavily in AI tools and automation so our team can focus on delivering human insights and making a real difference. We believe work should be challenging, meaningful, and a little bit playful. Join us and help reshape the future of financial services — one Member at a time.

The Financial Analyst plays a key role in delivering high-quality CFO advisory services to our Members. This is a junior-to-mid level, client-facing individual contributor role focused on financial analysis, FP&A support, and cash flow forecasting. You will work closely with Members and internal stakeholders to turn financial data into actionable insights that drive better decision-making.

Primary Responsibilities

In this role, success looks like:

• Delivering clear, accurate monthly financial analysis and performance reporting for assigned Members
• Building and maintaining budgets, forecasts, and cash flow projections that support Member decision-making
• Translating complex financial data into practical insights, recommendations, and scenario analysis for business owners
• Supporting CFO advisory engagements by preparing reports, schedules, and presentations for Members and internal teams
• Leveraging BI and analytics tools to improve reporting efficiency, visibility, and insight quality
• Building trusted relationships with Members through responsive communication and reliable follow-through

Who You Are

You are a motivated, detail-oriented financial professional who enjoys working directly with clients and turning data into insight. You bring structure, curiosity, and clear communication to your work.

Required Experience & Skills

• 3+ years of experience in a finance-related role
• At least 1 year of hands-on experience in FP&A, including budgeting, forecasting, and variance analysis
• Direct experience building and maintaining cash flow projections
• Strong financial analysis, data interpretation, and problem-solving skills
• Advanced Excel and financial modeling capabilities
• Experience using business intelligence or analytics tools (e.g., Power BI, Tableau, Looker, or similar)
• Ability to communicate financial concepts clearly to non-financial audiences
• Highly organized, self-motivated, and comfortable managing multiple priorities

Strongly Preferred

• Exposure to multiple industries and business models
• Experience in a client-facing, advisory, or consulting-style environment
• Familiarity with scenario modeling, sensitivity analysis, and executive-level reporting
• Comfort working in a fast-paced, tech-enabled environment

What We Offer

• Remote-first role within the United States (preference for CO, FL, GA, NC, NY, OK, UT)
• • We also have offices in Miami and Denver if you prefer to be in-person every once in a while!
• Target Compensation: $65-$75K base salary plus bonus potential dependent on qualifications
• Receive 100% coverage for your insurance plan(s) (health, dental, vision, STD, LTD, Life)
• Enjoy the benefit of unlimited PTO, sick days, and paid company holidays
• Earn 401K plan eligibility with company matching at your 1-year anniversary
• Access to cutting edge AI tools - you’ll be at the forefront, mastering technology that makes you more capable, more valuable, and ready for the future of finance

Additional Details

• This is a full-time exempt position
• Applicants must be currently authorized to work in the United States on a full-time basis
• We are NOT able to provide work sponsorship at this time.
• Cast Finance's employment decisions are made without regard with race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, sexual orientation, or any other legally protected status.