Strategic Financial Advisor

hace 1 semana


Ciudad de México, Ciudad de México Tlnt A tiempo completo

Top-tier financial services are provided by a dedicated firm to its clients, guiding them through complex financial challenges and strategic decisions. This US-based company is actively seeking a talented Financial Planning & Analyst to join their journey.

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 may be interested in this role. As the Financial Planning & Analyst, you will leverage your expertise on accounting and finance-related projects for the company and its clients. An ideal candidate 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. You will have the chance to prepare monthly business reports, financial forecasts, and annual budgets in partnership with the team and our clients.

Key Responsibilities:

  • Prepare ad hoc financial analyses to support strategic business decisions for us and our clients.
  • Presentation of 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.

Requirements:

  • 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 year's experience using QuickBooks Online.
  • Working knowledge of SAP Business One or other ERP systems.
  • Familiarity with hourly timekeeping systems like Clockify.

Compensation Package:

  • Competitive salary: $85,000 per year.
  • This is a full-time (40 hours per week), long-term position.
  • The Financial Analyst will sign a contractor agreement and will be paid monthly in local currency ($R).
  • Work from home.
  • Monday through Friday, 8/9am to 5/6pm - PST.


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