Financial Analyst – CFO Services

About the role:

Financial Analyst

Key Responsibilities:

1. Financial Close & Reporting

• Lead and manage the monthly and year-end financial close processes.
• Prepare and issue:
• Profit & Loss Statements
• Cash Flow Statements
• Budget vs. Actual Variance Reports
• Financial KPI Dashboards and Management Reports
• Ensure accuracy, timeliness, and compliance with U.S. GAAP and internal standards.

2. Financial Planning & Analysis (FP&A) and Cash Management

• Develop budgets, rolling forecasts, and scenario models.
• Perform in-depth variance analysis and identify key trends affecting performance.
• Manage short- and long-term cash flow forecasts, supporting effective liquidity planning and capital allocation.

3. Strategic & Transactional Support (M&A)

• Support mergers and acquisitions (M&A) through financial modeling, due diligence analysis, and valuation assessments.
• Assist in preparing board and investor presentations, delivering strategic insights and recommendations.

4. Client Communication & Advisory Support

• Collaborate directly with U.S.-based business owners, CFOs, and finance leaders in a client-facing role.
• Deliver actionable insights and financial clarity to support strategic business decisions under a fractional CFO engagement model.

Qualifications & Requirements:

• MBA in Finance, Chartered Accountant (CA), or Chartered Financial Analyst (CFA) designation preferred.

• 3 to 6 years of relevant experience

  in FP&A, financial reporting, and month-end close processes for U.S.-based businesses.
• Strong working knowledge of general ledger (GL) accounting systems such as

  QuickBooks, Xero, NetSuite

  , or similar platforms.
• Solid understanding of U.S. accounting standards and financial practices.
• Proficient in Microsoft Excel, with working knowledge of business intelligence tools (e.g., Power BI, Tableau, or similar).
• Strong analytical, communication, and presentation skills.

• Experience in client-facing roles is a mandatory for this role

  .