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.
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