Financial Analyst – Accounting, Advisory

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

📋 Description

• Prepare and uphold P&Ls, balance sheets, cash flow statements, and various financial reports for numerous client accounts.

• Develop recurring monthly financial and management reporting packages utilizing established templates and procedures.

• Review and organize financial data to ensure precision, thoroughness, and consistency.

• Analyze financial performance to identify trends, movements, discrepancies, and areas that need attention.

• Assist the financial back-office needs of non-financial businesses across various sectors.

• Maintain well-organized financial records and supporting documentation for client accounts.

• Acquire knowledge and work with client-specific accounting systems, processes, and proprietary software.

• Prepare and sustain simple financial forecasts and projections.

• Aid in cash flow planning and forward-looking financial analysis.

• Evaluate historical and present financial performance to guide business decisions.

• Support analysis related to commercial credit, loan financing, and other business necessities.

• Convert financial data into clear, structured information for senior team members.

• Highlight unusual movements, inconsistencies, or areas that warrant further investigation.

• Prepare financial data and analyses for client-facing strategic advisory projects.

• Conduct business, financial, market, or industry research for client assignments.

• Collect and structure information that supports strategic recommendations.

• Assist in translating financial and research insights into reports, presentations, and client-facing materials.

• Support senior team members with ad hoc analyses for business challenges and opportunities.

• Develop an understanding of clients’ business models, operations, and commercial contexts.

• Work across various client accounts and adapt to different industries, business models, and reporting requirements.

• Assist with project coordination, documentation, and follow-up across advisory engagements.

• Manage recurring deliverables to ensure financial information is prepared accurately and punctually.

• Aid in analytical and administrative tasks related to client projects.

• Gradually take on more responsibility for client work as skills develop.

⛳️ Requirements

• Ideally possess 3–5 years of relevant experience in financial analysis, accounting, FP&A, management reporting, corporate services, or a similar finance-oriented environment; practical skills are prioritized over specific years of experience.

• Academic background in Finance, Accounting, Economics, Business, or a related discipline.

• Strong grasp of P&Ls, balance sheets, and cash flow statements, and their interrelations.

• Direct experience in preparing and analyzing financial reports and management information.

• Comfortable in generating straightforward forecasts and financial projections.

• Excellent numerical, analytical, and problem-solving abilities.

• Advanced spreadsheet skills and confidence in working with financial data.

• Exceptional attention to detail and dedication to accuracy.

• Capability to spot trends, inconsistencies, and pertinent insights within financial data.

• Ability to manage multiple clients, assignments, and deadlines effectively.

• Strong organizational skills with a quick learning ability for new systems and processes.

• Proficient written and verbal communication skills in English.

• Ability to work autonomously, take ownership of deliverables, and identify when issues should be escalated.

• Nice-to-have: experience in professional services, corporate consultancy, accounting, FP&A, or financial advisory roles.

• Nice-to-have: experience in supporting multiple external client accounts.

• Nice-to-have: familiarity with SMEs or service-based businesses.

• Nice-to-have: exposure to healthcare, medical, dental, government, or other professional services sectors.

• Nice-to-have: understanding of commercial lending, loan financing, or credit analysis.

• Nice-to-have: experience in preparing management reports and financial projections.

• Nice-to-have: prior involvement in strategic advisory or consulting projects.

• Nice-to-have: experience in conducting business, market, or industry research.

• Nice-to-have: experience in managing or supporting financial back-office operations for non-financial businesses.

• Nice-to-have: experience across multiple industries.

• Full-time availability for 40 hours per week.

• Ability to work within Bahamian working hours.

• Position is for an independent contractor.

🏝️ Benefits

• Fully remote work opportunity.

• Long-term potential for professional growth and development.

• Exposure to a variety of businesses, industries, and real-world client advisory projects.

• Opportunity to gain experience in research and strategic advisory.

• Significant ownership of client-related tasks.

• Potential for increased advisory and project responsibilities over time.