Client Support Analyst

Job Description

Title:  Client Support Analyst

Location:  Charlottesville, VA 

Schedule:  Hybrid in-person and remote 

Status:  Full-time

Benefits:  401(k), 401(k) matching, health, dental, & vision insurance, short-term disability coverage, paid time off, professional development assistance, flexible work schedule with the ability to often work remotely.

Forward Financial Intelligence empowers local businesses and nonprofits by strengthening financial operations and distilling better intelligence from financial data. We are seeking a motivated financial professional to join our team!

Our diverse clients are almost exclusively in the Charlottesville area, so a passion to serve our local business and non-profit community will be essential. As such, while this work will be hybrid and leaning towards mostly remote, you must be local to the Charlottesville area.

In this role, you will contribute to the team with hands-on support of client performance reporting.  The ability to leverage accounting knowledge with analysis skills will be invaluable to our clients. This combined with your attention to detail and experience with preparation of financial statements will be indispensable as a key member of the team.

If you:

  • Enjoy helping people

  • Appreciate the elegance of double entry accounting

  • Love spreadsheets and wish to expand your skills

  • Have financial expertise to share, and

  • Are invested in our Charlottesville community,

We would like to meet you! Please tell us why you would like to work with us.

We look forward to learning more about your professional goals! We thoroughly enjoy cover letters and welcome LinkedIn profiles and other alternatives to a traditional resume.

About Forward Financial Intelligence, Inc.

At Forward, our purpose is to improve people's lives, whether those lives belong to our team members, our clients, or our community. We want our employees to be delighted in their work, and for our customers to be equally delighted in our services. We value honesty and empathy in our pursuit of improving lives, and we seek to leverage innovation and creativity as we solve problems.

We are a human-centered company that offers flexible hybrid workweek schedules and generous PTO to fit your lifestyle.  Our small team allows for your voice to be of greater internal influence and for your contribution to be more impactful.  We highly value people and community, and enjoy paid volunteer days for local nonprofits, paid professional training & development, and team social activities.

Forward Financial Intelligence is an Equal Opportunity/Affirmative Action employer. All qualified applications will receive consideration for employment without regard to race, color, religion, gender, age, national origin, disability, sexual orientation, gender identity or expression, genetic information, marital status, amnesty or protected Veteran status in accordance with applicable federal, state, and local laws.

Want to join our team?

Drop us an email and tell us why you would be a great fit.