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Senior Financial Analyst

Financially Smart • Babylon, NY, US • published 2026-10-09 21:03:19.992707

Description

About Us Financially SMART is a fractional CFO and outsourced accounting firm built for one industry: wealth management. We work exclusively with RIAs, hybrid firms, and independent advisory practices — roughly 35 of them across the country — handling their books, their numbers, and the strategic decisions that come out of those numbers. We're not a compliance shop that emails financials on the 20th and disappears. Our clients are business owners who are great at advising clients and, in most cases, have never had a real finance function of their own. We are that function. We also built **FinSights AI**, our own QuickBooks\-integrated analytics platform, so our advisors walk into every client conversation with live dashboards, AUM and advisor\-level profitability, forecasting, and peer benchmarking already in hand. Thirteen people and growing fast. This is a key seat. The Role You'll own a book of 15–20 wealth management clients as their fractional CFO — full\-time, on our payroll, with one book of clients and one employer. You are the relationship, the strategic voice, and the person accountable for everything that goes out the door with your name on it. You will not be doing the ...

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