Analyst

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November 26

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Prosper CFO

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Finance • SaaS • B2B

Prosper CFO is an outsourced financial leadership and platform company that installs experienced CFOs, repeatable finance playbooks, and a proven software stack to fix cash-flow problems and drive predictable profitability for owner-led and mid-market businesses. They position a Financial Operating System that combines people, process, and tech to transform finance from an overhead into an opportunity, promising measurable improvement within about 60 days. Target customers are growing companies with limited accounting support or underperforming finance functions that need strategic CFOing, better cash management, and scalable finance operations.

1 - 10 employees

Founded 2017

💸 Finance

☁️ SaaS

🤝 B2B

📋 Description

• Conduct financial analysis, forecasting, and budgeting for multiple small to medium sized businesses • Develop and maintain financial models and reports, and analyze financial data to identify trends and opportunities • Collaborate with management teams to develop financial plans and strategies that align with business objectives • Monitor and report on financial performance, highlighting any significant issues or trends • Assist in the preparation of monthly, quarterly, and annual financial reports • Provide ongoing support and guidance to management teams, including answering financial-related questions and providing financial analysis as needed • Participate in ad-hoc projects as required • Help our CFOs prepare for client calls by providing analysis and models to be reviewed

🎯 Requirements

• Strong analytical skills, with the ability to analyze complex financial data and identify trends and opportunities • Highly proficient in Excel (comfortable with data sets, using formulas) • Basic or greater understanding of database and data structure • Tech savvy • Basic or greater understanding of accounting (cash vs. accrual, income vs. cash flow) • Proficiency in financial modeling and forecasting techniques • Excellent communication skills, both verbal and written • BS/BA in Accounting or Finance is preferred • Experience with QuickBooks Online is a bonus • 3+ years of experience in a Finance related role