Finance Consultant

Join the CESO team

At CESO, we partner with organizations to strengthen their financial and operational foundations so they can focus on what matters most. We’re looking for a Finance Consultant to support our clients through financial analysis, planning, and advisory work that drives clarity, confidence, and smart decision-making.

This role is ideal for someone who enjoys problem-solving, client collaboration, and helping organizations improve how they understand and use their financial information.

What You’ll Do

As a Finance Consultant, you’ll work closely with client leadership teams to assess financial processes, analyze performance, and provide actionable recommendations. You’ll support a range of engagements, from budgeting and forecasting to process improvement and financial strategy, while collaborating internally to deliver high-quality consulting services.

Responsibilities

Client Financial Advisory

• Partner with clients to understand financial goals, challenges, and priorities
• Analyze financial statements, budgets, and forecasts to identify trends, risks, and opportunities
• Translate financial data into clear, actionable insights for client leadership

Planning, Analysis & Process Improvement

• Support budgeting, forecasting, and financial planning efforts
• Assist with financial modeling and scenario analysis
• Evaluate financial processes and recommend improvements to support accuracy, efficiency, and scalability

Engagement & Collaboration

• Contribute to client engagements by preparing reports, analyses, and client-ready materials
• Communicate effectively with client stakeholders and internal team members
• Support consistent service delivery across multiple clients or projects

Continuous Improvement

• Contribute to shared tools, templates, and best practices for finance consulting services
• Stay current on financial trends and best practices relevant to our clients
• Perform other related duties as assigned

Who You Are

• Analytical, curious, and solutions-oriented
• Comfortable working across multiple clients or projects
• A clear communicator who enjoys translating numbers into insights
• Organized, dependable, and proactive
• Motivated by helping organizations improve and grow

Education & Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field required
• 3–6 years of experience in finance, accounting, consulting, or a related role
• Experience in financial analysis, budgeting, or advisory work preferred

Experience in school district finance preferred

• Strong Excel and financial modeling skills
• Familiarity with financial reporting and accounting concepts
• Experience working with clients or stakeholders preferred
• Must successfully complete a background and reference check

Perks & Benefits

Pay Range: $90,000-$110,000 depending on experience

As a full-time employee, you will have access to the following benefits:

Health, dental, and disability insurance

401(k) with company contributions

Flexible schedule

Paid time off + paid holidays

Location: Remote/Hybrid

We’re Better Together.

At CESO, we believe great consulting starts with strong relationships and trust. As a Finance Controller – Client Services, you’ll help our clients feel confident in their financial operations while working alongside a collaborative team that values care, clarity, and impact.