Financial Analyst

SMALL BUSINESS FINANCIAL ANALYST

Help Business Owners Take Control of Their Financial Future

We are looking for a thoughtful, analytical, and client-focused Small Business Financial Analyst to support entrepreneurs in making smarter financial decisions.

This role goes beyond spreadsheets — you will serve as a trusted advisor, helping small business owners understand their financial position, deploy capital wisely, and build long-term wealth.

Many small businesses lack access to high-quality financial guidance. Your role is to change that.

Design and guide financial plans tailored to small business owners

Analyze cash flow, profitability, and capital allocation strategies

Educate clients on:

• Stock market fundamentals and investment strategies
• Corporate bonds
• Municipal bonds
• Help business owners make informed decisions about where to allocate capital
• Translate complex financial concepts into simple, actionable insights
• Provide ongoing guidance and financial check-ins
• Identify opportunities to improve efficiency and long-term stability

Experienced in financial analysis, planning, or advisory roles

Strong understanding of:

• Equities (stocks)
• Corporate bonds
• Municipal bonds
• Passionate about helping small business owners succeed
• Able to simplify complex financial concepts for non-financial clients
• Strategic thinker with a long-term mindset
• Comfortable working directly with founders and operators

Small business owners are the backbone of the economy — yet many operate without clear financial guidance.

You will help them:

Preserve and grow their capital

Make confident financial decisions

Build a stronger, more secure future

If you believe financial clarity creates freedom — and you want to help business owners get there — we’d love to connect.

Join us on Skyler.

Network and help guide business owners to a better financial future.