Financial Analysis & Reporting:- Analyze financial statements, including profit & loss (P&L), accounts receivable/accounts payable (AR/AP), payroll, and cash flow reports.- Develop financial models and track key performance indicators (KPIs) to assess business performance.- Provide detailed financial reports and dashboards using tools like Excel, Google Sheets, and NetSuite.- Identify cost-saving opportunities and areas for revenue optimization.-Data Management & Insights:- Conduct financial forecasting, budgeting, and variance analysis.- Evaluate financial trends and provide data-driven recommendations to enhance profitability.- Identify inefficiencies in financial processes and suggest improvements.- Utilize databases and tools like BigQuery to extract and analyze large datasets.Client Collaboration:- Work directly with clients to understand financial goals and challenges.- Present financial insights and strategic recommendations in a clear and actionable manner.- Assist in the onboarding process for new clients by assessing their financial health.- Collaborate with cross-functional teams, including accounting, operations, and leadership.Compliance & Risk Assessment:- Ensure financial compliance with industry regulations and company policies.- Identify and mitigate potential financial risks.- Maintain accurate financial records and assist with audits as needed.
1-4 years
- Bachelor's degree in Finance, Accounting, Economics, or a related field.- Proficiency in Excel, Google Sheets, and financial management software (e.g., NetSuite, QuickBooks).- Experience with data visualization and query tools like BigQuery or Power BI is a plus.- Strong analytical, problem-solving, and critical-thinking skills.- Excellent communication and presentation skills.- Ability to work independently and collaborate with cross-functional teams.
- 3+ years of experience in Financial Analysis or related field- Experience in financial consulting or working with multiple clients.- Knowledge of financial compliance regulations and risk management.- Strong understanding of database management and financial forecasting techniques.
Bachelors
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