Financial Analyst, Reporting Specialist

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

📋 Description

• Develop and oversee annual budgets and ongoing forecasts for various clients.

• Create financial models to assess revenue patterns, cost frameworks, and profitability.

• Track cash flow movements and pinpoint opportunities to enhance working capital.

• Execute scenario planning and perform what-if analyses.

• Generate monthly, quarterly, and annual financial reports that include insights and recommendations.

• Conduct variance analyses to uncover trends, risks, and prospects.

• Design and maintain KPI dashboards utilizing Fathom HQ or comparable platforms.

• Convert intricate financial data into actionable recommendations for the business.

• Oversee financial performance metrics to bolster growth strategies.

• Review monthly closing results with the bookkeeping team, highlighting any discrepancies or irregularities.

• Utilize GAAP knowledge to detect issues within financial records and escalate matters as necessary.

• Organize and assess financial data in QuickBooks, Xero, or other similar accounting systems.

• Suggest process enhancements to boost reporting precision and operational effectiveness.

• Offer insights on cost reduction, profitability, and revenue enhancement.

• Prepare financial presentations and materials for client engagements led by CFOs.

• Collaborate with leadership to ensure reporting aligns with business objectives and strategic plans.

• Stay updated on industry developments, financial regulations, and best practices.

• Engage in discussions around financial strategy and internal process enhancements.

• Work cross-functionally to ensure financial recommendations are in sync with operational realities.

• Take ownership of deliverables, ensuring reports and analyses are accurate, timely, and of value.

• Clearly communicate financial concepts to both internal stakeholders and external clients.

⛳️ Requirements

• A minimum of 3 years of experience in financial analysis, FP&A, or financial reporting within a U.S.-based organization.

• Extensive knowledge in budgeting, forecasting, cash flow analysis, and financial modeling.

• Proficient in QuickBooks.

• Experience with Fathom HQ or similar reporting tools is preferred.

• Advanced skills in Excel and/or Google Sheets, including financial modeling, pivot tables, and complex formulas.

• Strong analytical abilities with a keen attention to detail.

• Comfortable reviewing transactional financial data for accuracy and quality assurance.

• Self-motivated with a proactive and solution-focused mindset.

• Ability to work independently in a remote setting.

• Excellent written and verbal communication skills in English.

• Availability to collaborate during U.S. business hours.

🏝️ Benefits

• Remote-first work environment.

• Well-defined processes.

• Opportunities for long-term career growth.

• Direct collaboration with experienced Fractional CFO professionals.

• Exposure to high-revenue service-based companies across various industries.

• Involvement in strategic financial decision-making.

• Meaningful financial contributions that directly influence client success.