Accountant/Financial Analyst I

Get in on the ground floor of a rapidly growing consulting company searching for motivated finance professionals! As an Associate, you will be responsible for providing accounting and FP&A services. Leveraging and developing your well-rounded finance skills, you will create and manage a variety of models and will be responsible for providing monthly management packages for our clients. You will take a progressively active role in supporting several clients through their monthly and quarterly forecasts and their annual budget process.

This position reports to a Director and will work from Carlson’s office located in Stowe, VT.

Job responsibilities include, but are not limited to:

  • Support the management of customer’s annual budget and monthly/quarterly forecast process
  • Preparation and review of client’s monthly and quarterly metrics and scorecards
  • Develop and/or assist in the creation or improvement of various financial models using the Carlson CPM Implementation Methodology
  • Work closely with the Carlson team to provide continuous improvement to our clients
  • Become proficient in the use of Adaptive Insights, the #1 cloud corporate performance management solution
  • Participate in consulting engagements focused on providing our clients with process improvements, better financial metrics and KPI’s
  • Develop knowledge of general ledger/ERP systems
  • Other duties as assigned based on client engagements

Specific requirements:

  • Bachelors’ degree in Business, Accounting, Finance, Economics or related field
  • 2+ years experience in finance or accounting
  • Technology savvy
  • Excellent Microsoft Excel skills
  • Knowledge of budgeting and forecasting software
  • Attention to detail and accuracy
  • Strong organizational skills
  • Excellent verbal and written communication skills, including the ability to interface with people at all levels
  • Be proactive, a self-starter, results-oriented and a team player
  • Ability to work in a fast-paced, demanding environment and the ability to multi-task
  • Demonstrated ability to work with confidential information and to maintain strict confidentiality


Dependent on experience but will include Base + Bonus + Benefits


Qualified applicants should submit their resume and a cover letter highlighting their financial planning experience to