Financial Analyst

This is a remote position.

Job Title:

Position Overview:

The Financial Analyst will be responsible for supporting the financial planning and analysis process for our clients. This role involves preparing, analysing, and monitoring budgets, forecasts, and variance reports to ensure accurate financial performance tracking. The ideal candidate will have strong analytical abilities, exceptional attention to detail, and the capability to present clear financial insights to management for strategic decision-making.

This position supports clients with annual revenues ranging from USD 500,000 to 5 million.

Key Responsibilities:

Budgeting & Forecasting

• Assist in the preparation of annual budgets and periodic forecasts in coordination with department heads.

• Develop and maintain financial models to support short-term and long-term forecasting.

• Consolidate and analyze financial data to identify trends, variances, and key performance indicators (KPIs).

• Update forecasts based on actual performance and changing business conditions.

Financial Analysis & Reporting

• Perform variance analysis between actuals, budget, and forecast, explaining key drivers.

• Prepare regular management reports summarizing financial performance, trends, and recommendations.

• Support management in strategic and operational decision-making through data-driven insights.

Process Improvement

• Streamline budgeting and forecasting processes for greater accuracy and efficiency.

• Collaborate with cross-functional teams to gather inputs and improve financial data accuracy.

• Assist in implementing financial planning tools or software as required.

Other Responsibilities

• Support both internal and external audit requirements related to budget and forecast data.

• Maintain accurate and up-to-date documentation of financial models, assumptions, and reports.

• Participate in ad-hoc financial analyses and special projects as assigned.

• Prepare and present budget and forecasting reports to clients, either independently or in collaboration with the Frontline Consultant, incorporating feedback and recommendations provided.

• Collect data through structured forms or questionnaires to ensure accuracy and completeness.

• Conduct review meetings with the consultant to discuss progress, findings, and any necessary updates.

• Education: Master's degree, preferably an MBA with a specialisation in Finance.

• Professional certifications such as CA, CMA, CPA, or CFA are preferred but not mandatory.

Experience:

• 13 years of experience in budgeting, forecasting, or financial analysis

• Experience in using Excel, Google Sheets, or other financial modeling tools.

• Familiarity with ERP or accounting software (e.g., Zoho Books, QuickBooks, SAP, Oracle) preferred.

Skills:

• Strong analytical and quantitative skills with exceptional attention to detail.

• Critical thinking and problem-solving abilities.

• Ability to perform salary-based analysis and financial evaluations.

• Excellent communication and presentation skills.

• Proficiency in Microsoft Excel, including advanced formulas, pivot tables, and chart creation.

• Strong organisational skills with the ability to meet deadlines, multitask, and work both independently and collaboratively.

Key Competencies:

• Financial Planning and Analysis

• Data Interpretation and Visualisation

• Problem Solving and Critical Thinking

• Confidentiality and Professional Ethics

• Time Management and Prioritisation

Home Office Requirements

To ensure productivity and uninterrupted work, candidates must have:

• A dedicated, quiet, and distraction-free workspace

• dual monitors

• High-speed internet

• 150 Mbps download

• 9 Mbps upload

• (Test your speed atwww.speedtest.net)
  

• Backup internet solution

• Reliable power supply

BENEFITS

Benefits Eligibility After Successful Completion of Probation Period

• Flexible Paid Holidays

• Flexible Personal Days

• Paid Holidays for Christmas and New Year

• Paid Sick Days

• Paid Vacation

• Paid Health Insurance for the Team Member (with the option to include family members)

• Accidental Insurance up to ?5 Lakhs

• 5% Annual Salary Increment

• Monthly Bonus

• Yearly Profit Sharing