Senior Financial Consultant

Join James Moore & Co., P.L. – Build Your Future with a Top 200 Firm!  

James Moore & Co., P.L. is a Top 200 public accounting and business consulting firm located in Florida with offices in Daytona Beach, DeLand, Gainesville, Ocala, and Tallahassee. Our practice includes tax, assurance, accounting & controllership, wealth management, HR solutions, technology solutions, data analytics and business intelligence, and business advisory services. Our diverse industry specializations include start-up technology, healthcare, government, nonprofit, manufacturing, higher education, construction, and real estate. For more information about our firm, please visit us at: www.jmco.com.

 

We are searching for a Senior Financial Consultant to join our Fractional CFO Services team on a remote basis. The Senior Financial Consultant plays a strategic role in advancing the firm’s fractional CFO services by delivering high-level financial analysis and advisory support to clients and prospects. This position is responsible for synthesizing complex financial data into actionable strategies, guiding decision-making, and shaping long-term financial planning. The Senior Financial Consultant will lead the development of KPI dashboards, optimize ERP, and reporting processes, and provide forward-looking insights that strengthen client relationships and drive sustainable business growth.

Full-Time Employee Benefits: 

• Salary and Career Advancement: Competitive salary and a solid career path to grow your professional experiences that includes career development and training. 
• Work Schedules: Flexible Schedule Options, Paid Parental Leave, and Summer Schedule.
• Holidays: 12 Paid Holidays including a full week of winter break in December. 
• Tuition Reimbursement: Available for eligible education expenses. 
• CPA Exam: completion reimbursement & bonus program.
• You’re Covered: Comprehensive Healthcare covering 100% of basic healthcare, dental, and vision insurance for all full-time employees. 
• 401(k): Firm contributes 4-5% annually, regardless of personal contributions. 
• "Dress For Your Day": Allows professional attire flexibility, including jeans, while requiring business attire for formal client engagements.

 

Required Qualifications:

• Bachelor’s degree in accounting, finance, or a related field.
• 3 years of experience in accounting, finance, analytics, or related experience.
• Fundamental understanding of US GAAP and regulatory requirements.
• Proficient with Microsoft Office Suite or related software.
• Must have a valid Driver’s License with an acceptable driving record and ability to operate a motor vehicle.

 

Preferred Education And Experience

• Certified Public Accountant
• Chartered Financial Analyst
• 5 years of experience in accounting, finance, analytics, or related experience.
• Familiarity with financial and ERP software solutions.
• Prior experience in public accounting or another professional services organization. 

 

Key Responsibilities: 

• Conduct in-depth financial, variance, and trend analyses to support CFO-level decision making.
• Develop and maintain comprehensive financial models, scenario analysis, and forecasting tools.
• Consolidate financial data across multiple entities, departments, and systems to ensure accurate and timely reporting.
• Assist in the development and deployment of KPI dashboards to monitor performance, strategic goals, and financial health.
• Serve as the primary resource for data extraction, harmonization, and reporting data from ERP and related financial/non-financial systems.
• Translate raw ERP and transactional data into client-ready financial dashboards and narratives.
• Harness large, complex datasets to aggregate and transform from disparate systems into unified, analysis-ready formats.
• Design and deliver actionable dashboards and visualizations to support data-driven decision-making.
• Collaborate across various organizational departments and work with cross-functional teams to execute goals.
• Identify trends, anomalies, and opportunities in financial performance to inform strategic advisory efforts.
• Research industry trends, economic developments, and regulatory changes that may impact financial performance.
• Support and refine month-end and year-end closing processes, including reconciliation, variance analysis, and preparation of fina