Strategic Financial Consultant

hace 3 semanas


Ciudad de México, Ciudad de 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 seeking a talented Financial Planning & Analyst to join their team.

About the Role
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.

Key Responsibilities
Prepare monthly business reports, financial forecasts, and annual budgets in partnership with the team and clients.
- Prepare ad hoc financial analyses to support strategic business decisions for the company and its clients.
- Present recommendations to the company and clients regarding financial objectives and policies.
- Work on bookkeeping and reporting for the company, 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.

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 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.

What We Offer
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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