Financial Advisory Specialist

This is a fully remote position, open to applicants in Sri Lanka.

📋 Description

• Assess and analyze client income statements, balance sheets, and cash flow statements using predefined analytical templates.

• Examine the interrelationships among the three financial statements to gauge overall business health.

• Explore historical performance trends, anomalies, and underlying causes of profitability challenges.

• Detect financial and operational risks, anomalies, and inconsistencies within past client data.

• Manage and populate financial models, supplementary schedules, and baseline calculations.

• Assist in financial forecasting and rolling cash projections, including 13-week cash flow schedules.

• Incorporate third-party market, operational, and risk intelligence into diagnostic models.

• Merge market benchmarks with company-specific financial metrics.

• Identify and assess opportunities for operational improvements.

• Prepare, structure, and refresh client-facing diagnostic presentations in Google Slides.

• Convert financial analyses into visual charts, narrative summaries, and presentation layouts.

• Embed analytics, trend models, and data science outputs into presentations.

• Review and enhance presentation drafts through internal feedback cycles.

• Utilize AI tools to expedite analysis, model completion, and reporting workflows.

• Validate AI-generated financial calculations, interpretations, and cash forecasts meticulously.

• Cross-verify conclusions and summaries with primary source data.

• Ensure the accuracy and precision of deliverables prior to senior review.

• Communicate findings, variances, and insights to practice leads and engagement reviewers.

• Address routine client inquiries regarding diagnostic findings, figures, and methodologies.

• Resolve basic financial queries and escalate any data discrepancies.

• Collaborate with practice leadership, financial reviewers, Data Scientists, US-based financial analysts, and client-facing advisory stakeholders.

⛳️ Requirements

• Early-career experience in corporate finance, financial analysis, business analysis, or accounting; internship experience with solid foundational knowledge preferred.

• Familiarity with business consulting, professional services, or the home services sector is a plus.

• Strong hands-on experience with Google Sheets and Google Slides, or equivalent advanced skills in Excel and PowerPoint.

• Familiarity with AI-assisted research and productivity tools is essential.

• Comprehensive understanding of three-statement financial mechanics and the interrelations among income statements, balance sheets, and cash flow statements.

• Capability to identify numerical anomalies, audit financial formulas, and incorporate third-party market intelligence into structured models.

• Outstanding attention to numerical detail.

• Coachable with a strong intellectual curiosity.

• High level of accountability for output quality.

• Punctual and reliable within a distributed team environment.

• Ability to work a split shift with some overlap with the client’s time zone.

🏝️ Benefits

• In-person training programs provided during the initial 3.5 weeks.

• Benefits and compensation details shared during the offer process.