Not your traditional Financial Analyst position!

Changing lives by transforming businesses isn't just talk - it's who we are at Journey Consulting.

We are looking for a skilled and experienced individual who not only understands the numbers but also thinks strategically and is able to communicate financial information in a non-financial way to business owners.

You will be an essential part of our close-knit team, working with the Owner/CEO and actively contributing to the growth and success of Journey Consulting. Through your work, you will positively impact the lives of business owners, their employees, family members and our community.

About Journey Consulting
Jayne McQuillan founded Journey Consulting in 2007 with one goal in mind - to Change Lives by Transforming Businesses. Our highly respected firm partners with owners of privately held and family businesses on their Value Journey™, providing expert guidance in strategic planning, exit and succession planning, business value growth, financial expertise, and organizational improvement.

Helping owners who have pursued their dreams by taking the risks, both personally and financially, drives our passion.

Learn more about Journey Consulting: www.journeyconsult.com

Objectives of This Role:

• Serve as the financial analyst within the firm, providing client support to improve financial reporting, metrics, and overall financial performance.
• Preparation and delivery of business estimates of value.
• Enhance the client reporting to measure value creation over the client relationship.
• Development and enhancement of internal processes to increase internal efficiencies and drive client value.

Key Responsibilities:

• Financial Analysis – conduct analysis of client financial statements, identifying trends, anomalies, and areas for improvement.
• Business Estimates of Value – prepare, analyze, and deliver business estimates of value to provide a baseline from which to build future value and align personal and financial goals.
• Client Engagement – nurture strong client relationships through effective communication and understanding of their business and financial needs. Act as a trusted advisor providing proactive financial insights and solutions to enhance client success.
• Consulting – work collaboratively with Owner/CEO and clients to understand their business goals and challenges and offer tailored financial strategies and solutions.
• Process Improvement – Evaluate and optimize client financial processes to enhance efficiency and accuracy. Implement improvements in financial reporting and management.

Required Skills and Qualifications:

• Bachelor’s degree in Finance, Accounting, or a related field
• 3-5 years of progressive, hands-on experience in finance and accounting roles
• Demonstrated proficiency in financial modeling and analysis and offering strategic recommendations for improvement
• Excellent communication skills, with an ability to translate data into actionable insights
• An eye for detail, with strong analytical and problem-solving skills
• Experience in working within QuickBooks Online
• Experience in generating process documentation
• Strong working knowledge of relevant Microsoft applications, including Excel, Power Point, Word
• A proactive and self-motivated approach to work, with the ability to thrive in a small team environment
• Alignment to Journey’s core values of transparency, partnership, responsiveness, integrity, growth and development, and critical thinking

Preferred Skills and Qualifications:

• Proven ability to manage client relationships and projects
• High proficiency in writing reports summarizing results and providing clear recommendations and analysis

In addition to an amazing office space in Green Bay's Historic Railyard District, you'll enjoy:

• 401K with 3% safe harbor match
• Profit Sharing
• Continuing education reimbursement
• Family-friendly, flexible schedule

Join us at Journey Consulting as we make a positive impact on the success and future of private and family-owned businesses. If you are committed to personal growth and development to provide innovative solutions to our clients, we invite you to apply !

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Our Mission: Change lives by transforming businesses – using a holistic process that engages the business, financial and personal to achieve strategic outcomes for family owned and privately held businesses.

Our Vision: To be the thought leader in business value growth and succession planning.

Our Values:
Transparency
Partnership
Responsiveness
Integrity
Growth & Development
Critical Thinking

Job Type: Full-time

Benefits:

• 401(k) matching
• Flexible schedule
• Health insurance
• Health savings account
• Paid time off
• Professional development assistance

Schedule:

• Monday to Friday

Education:

• Bachelor's (Required)

Experience:

• Finance and Accounting: 3 years (Required)
• QuickBooks: 1 year (Preferred)
• Process improvement and documentation: 1 year (Preferred)
• Customer relationship management: 1 year (Preferred)
• Financial modeling: 1 year (Required)

Ability to Commute:

• Green Bay, WI 54303 (Required)

Work Location: In person