Financial Planning

hace 7 meses

México TLNT A tiempo completo

Exciting Opportunity A dedicated firm that provides top-tier financial services to clients, guiding them through complex financial challenges and strategic decisions, is actively seeking a talented **Financial Planning & Analyst** to join them on their journey.

If you are a dynamic financial professional seeking an opportunity to make a significant impact in a leading fractional CFO and M&A advisory firm in the USA, look no further As the **Financial Planning & Analyst** you will leverage your expertise on accounting and finance-related projects for the company and its clients. An ideal Financial Analyst is a positive, hands
- on, self-driven, detail-oriented, and responsive person with strong problem-solving and communication skills.

This is an incredible remote opportunity to work for a US-based company, collaborating closely with industry-leading professionals, gaining exposure to diverse projects, and contributing to the growth and success of the firm.

**What You'll Do**:

- Prepare monthly business reports, financial forecasts, and annual budgets in partnership with the team and our clients.
- Prepare ad hoc financial analyses to support strategic business decisions for us and our clients.
- Present recommendations to us and our clients regarding financial objectives and policies.
- Work on bookkeeping and reporting for us, including monthly bank and credit card reconciliations in QuickBooks online.
- Create standardized reporting packages for all clients.
- Train inexperienced staff as needed.
- Perform other related duties as necessary or assigned.

**What You Need**:

- Bachelor’s degree in accounting, finance or business.
- Minimum 2-4 years’ experience as a Financial Analyst.
- Excel financial modeling skills and experience.
- Excellent verbal and written communication skills in English.
- Excellent time management skills with the ability to multi-task and prioritize as needed.
- Proficient in Microsoft Office Suite, particularly Excel
- Ability to work and deal with people at various levels and of diverse backgrounds.
- Proactive and self-motivated; excellent organizational skills, detail-oriented and curious.
- Capable of working directly with our clients on their financial projects as required.
- Must own a newer model computer (2019 or newer) and have reliable internet access.
- Minimum 1 years’ experience using QuickBooks Online.
- Working knowledge of SAP Business One or other ERP systems.
- Familiarity with hourly timekeeping systems like Clockify.

**Salary & Benefits**:

- Competitive salary.
- This is a full-time (40 hours per week), long-term position.
- The Financial Analyst will sign a contractor agreement and will be paid monthly in local currency ($R).
- Work from home.
- Monday through Friday, 8/9am to 5/6pm - PST.

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