Cast - Finance, Accounting, and Tax · 4 hours ago
Financial Analyst
Cast Finance is a modern accounting and advisory partner focused on empowering entrepreneurs through financial clarity and strategic partnership. The Financial Analyst will deliver high-quality CFO advisory services, focusing on financial analysis, FP&A support, and cash flow forecasting, while working closely with Members to provide actionable insights from financial data.
AccountingFinancial ServicesFinTech
Responsibilities
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
Qualification
Required
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
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
Benefits
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
Company
Cast - Finance, Accounting, and Tax
Cast gives you bookkeeping, tax, and CFO-level insight, without the cost of a full time team. Trusted by growing businesses and built for scale.
Funding
Current Stage
Early StageTotal Funding
$2.29MKey Investors
Matchstick Ventures
2025-05-27Seed
2024-10-15Seed· $2.29M
Company data provided by crunchbase