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. Some administrative duties (e.g., emails and scheduling) as required. 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 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. The next step will take you to an application form that requires you to answer some questions and upload your resume in English. Please answer completely so that we can get to know you better.
