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Financial Analyst

Support financial reporting, budgeting, forecasting, and analysis for internal operations and client managed services engagements. Work alongside our fractional CFO advisory practice on client financial packages.

📍 Dallas, TX — Onsite Full-Time Role ID: FIN-001 Posted January 2025
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Role Overview

About This Position

Support financial reporting, budgeting, forecasting, and analysis for internal operations and client managed services engagements. Work alongside our fractional CFO advisory practice on client financial packages.

Requirements

  • 3+ years of financial analysis or FP&A experience
  • Proficiency in Excel, financial modeling, and variance analysis
  • Experience with QuickBooks, NetSuite, or similar ERP/accounting platforms
  • Strong written communication for board-level reporting
  • Bachelor's degree in Finance, Accounting, or related field

Nice to Have

  • CPA or CFA candidacy
  • Experience with AI-assisted financial tools
  • Background in M&A or transaction advisory
Position Details
Role ID
FIN-001
Department
Finance
Location
Dallas, TX 75254 — Onsite
14800 Quorum Dr, Ste 271
Employment Type
Full-Time, Salaried-Exempt
Date Posted
January 2025
How to Apply
Use the form below or email info@consultingopportunity.com with subject line: Application: FIN-001
Employee Benefits

Standard Consulting Opportunity Holdings LLC-provided benefits for salaried-exempt employees. Benefits begin on the next eligibility date following 90 days of employment.

  • Employee Health Insurance
  • Performance Bonus
  • Referral Bonus
  • 401K Plan Enrollment
  • Paid Major Holidays
You'll Be Building

Working on Real AI Products

This role contributes to platforms and services delivered through AJA Automation Intelligence — our operating brand building AI-powered financial diagnostics tools for M&A readiness and enterprise financial operations.

Your financial analysis work will directly support AJA Automation Intelligence's M&A financial preparation client engagements — including EBITDA normalization, balance sheet cleanup, and quality of earnings preparation for founder-led businesses preparing to sell.

Visit ajaautomation.ai ↗ AI Financial Diagnostics →
AJA Automation Intelligence
Operating Brand: Consulting Opportunity Holdings LLC
Focus: AI-powered M&A financial diagnostics & enterprise automation
Live Product: Free EBITDA Diagnostic Tool
Platform: BalanceSheet AI (Phase 2 in development)
Apply for This Role

Financial Analyst

Include your LinkedIn URL or a link to your resume. Tell us about your relevant experience and why you're interested in joining Consulting Opportunity Holdings LLC.

Application Process
Submit below → Review within 5 business days → Video interview → Offer within 3–5 days of final interview
Direct Contact
Subject: Application: FIN-001 — Financial Analyst

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Consulting Opportunity Holdings LLC is growing across finance, technology, and consulting disciplines — Dallas TX onsite.