Winter Analyst

CFO & Accounting Services – Boston, MA

Firm Overview

CFOx is an advisory firm that specializes in CFO, Transaction, and Accounting Services for the middle-market. We work with private equity firms and their portfolio companies, founder-owned businesses, investment banks, and investors nationwide.

Position Overview

Our CFO & Accounting Services group primarily serves middle-market private equity-backed companies and founder-owned businesses that need CFO & Accounting services to scale post-acquisition, gain visibility into their business, or/and prepare for a transaction.

CFOx is looking for a winter analyst to join, support, and learn from our engagement teams. Analysts will be key members of the team, directly working on engagements. This position offers the right individuals a chance to gain relevant business experience with an opportunity to earn a full-time job offer at completion of internship. We are a young, ambitious firm, and we are excited to work with individuals who share our mindset and long-term goals.

Typical engagements include:

  • Fractional or Interim CFO
  • Post M&A transaction integrations and transitions
  • Historical accounting clean-up
  • Accounting processes, procedures, and systems implementation
  • Financial planning & analysis (FP&A)
  • Accounting services (i.e.: month-end close, financial statement preparation, bill pay)

    Location & Work Arrangements

    This position can be located in our Boston office. We offer flexible, hybrid work arrangements to promote employee well-being, balance, and long-term success.

    Role Responsibilities

    • Support CFO & Accounting Services engagements through financial analysis, modeling, diligence support, and client-facing workstreams
    • Help prepare accurate, well-structured client deliverables, analyses, and reports that clearly communicate findings and recommendations
    • Assist in the development, documentation, and improvement of internal processes, procedures, and templates to enhance efficiency and quality
    • Continue to build technical, analytical, and client service skills while demonstrating ownership, attention to detail, and increasing independence

    Qualifications

    • Current undergraduate or graduate student majoring in Accounting, Finance, or relevant field of study
    • Recent graduates will also be considered
    • Strong work ethic and desire to learn
    • Previous internship experience with M&A transactions, financial reporting, or corporate finance preferred 

    Pay Range

    • Competitive hourly compensation based on experience
    • Flexibility to work remotely or in office
    Apply For the Position