Financial Analyst & Reporting Specialist

Financial Analyst & Reporting Specialist Remote from LATAM | Full-Time | MST Hours | USD 2,800 – 3,800/month About the Opportunity A fast-growing U.S.-based financial consulting firm is seeking a Financial Analyst & Reporting Specialist to support its Fractional CFO services division. This role is ideal for someone with a strong background in financial forecasting, modeling, reporting, and business analysis who enjoys turning data into actionable insights. The company partners primarily with 7- and 8-figure service-based businesses across industries such as beauty, med spa, interior design, and related sectors. The selected candidate will play a key role in helping clients improve financial visibility, optimize performance, and make strategic business decisions. This is a highly collaborative and proactive role that combines financial analysis, reporting oversight, and strategic support. Candidates must be comfortable working during U.S. business hours. Key Responsibilities - Budgeting, Forecasting & Cash Flow Management - Build and manage annual budgets and rolling forecasts for multiple clients. - Develop financial models to evaluate revenue trends, cost structures, and profitability. - Monitor cash flow activity and identify opportunities to optimize working capital. - Conduct scenario planning and “what-if” analysis to support strategic decision-making. - Financial Reporting & Analysis - Prepare monthly, quarterly, and annual financial reports with clear insights and recommendations. - Perform variance analysis to identify trends, risks, and opportunities. - Build and maintain KPI dashboards using financial reporting platforms such as Fathom HQ or similar tools. - Translate complex financial data into actionable business recommendations. - Monitor financial performance indicators to support growth strategies. - Data Quality & Financial Oversight - Collaborate with the bookkeeping team to review monthly close outputs and flag anomalies or inconsistencies. - Apply GAAP knowledge to identify issues in financial records and escalate concerns when necessary. - Work within accounting systems such as QuickBooks, Xero, or similar platforms to organize and analyze financial data. - Recommend process improvements to enhance reporting accuracy and operational efficiency. - Strategic Support & Client Deliverables - Provide recommendations related to cost savings, profitability, and revenue optimization. - Prepare financial presentations and client-facing materials for CFO-led engagements. - Partner closely with leadership to align reporting with business goals and strategic initiatives. - Stay informed on industry trends, financial regulations, and best practices. - Team Collaboration & Ownership - Contribute proactively to financial strategy discussions and internal process improvements. - Collaborate cross-functionally to ensure financial recommendations align with operational realities. - Take ownership of deliverables and ensure reports and analyses are accurate, timely, and valuable. - Communicate financial concepts clearly to both internal stakeholders and external clients. Qualifications - 3+ years of experience in financial analysis, FP&A, or financial reporting within a U.S.-based company. - Strong expertise in budgeting, forecasting, cash flow analysis, and financial modeling. - Proficiency in QuickBooks. - Experience with Fathom HQ or similar reporting platforms preferred. - Advanced Excel and/or Google Sheets skills, including financial modeling, pivot tables, and complex formulas. - Strong analytical mindset with exceptional attention to detail. - Comfortable reviewing transactional-level financial data for accuracy and quality control. - Self-starter with a proactive and solutions-oriented approach. - Ability to work independently in a remote environment. - Strong written and verbal English communication skills. - Availability to collaborate during U.S. business hours. Why This Opportunity Stands Out - Work directly alongside experienced Fractional CFO professionals. - Gain exposure to high-revenue service-based businesses across multiple industries. - Play an active role in strategic financial decision-making. - Enjoy a remote-first environment with structured processes and long-term growth potential. - Take ownership of meaningful financial deliverables that directly impact client success.