Finance Consultant

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.

Employment type
Full-Time

Work arrangement
No