Note: The job is a remote job and is open to candidates in USA. PHG Advisory is an advisory firm providing strategic CFO services and bookkeeping to founder- and family-owned businesses. The Senior Analyst will provide fractional CFO and FP&A support, develop financial models and reporting packages, and translate financial data into strategic recommendations for portfolio clients.
Responsibilities
- Serve as partner and advisor to portfolio of clients, building trusted relationships with owners and leadership teams
- Support CFO-level FP&A work: budgets, forecasts, cash flow models, and variance analysis; and help prepare insights for strategic planning conversations with owners
- Develop and maintain excel based budgeting, forecasting, and financial modeling tools for clients
- Develop PowerPoint based monthly performance reports to provide critical insights in delivering compelling strategic recommendations that will drive improved performance and optimal resource allocation
- Lead ad hoc analysis as needed, drive process and system improvements to ensure continued evolution of efficiencies
- Execute operational tasks independently (e.g., development of tools / templates for client use, tasks requested by client, slide deck development, etc.)
- Contribute to firm-wide best practices, tools, and methodologies
- Quality check one’s own work product to ensure that it addresses the subject question, flows logically, and is free from error
- Support client M&A and succession planning
- Support automation efforts and AI leverage across client delivery and internal operations
Skills
- • Minimum 2 years of experience in FP&A, financial due diligence, or fractional CFO/advisory roles
- • Excellent knowledge of accounting and financial processes (budgeting, financial closure, reporting, etc.)
- • Expert in Microsoft Excel and PowerPoint
- • Prior experience independently developing, maintaining, and enhancing reporting models and monthly reporting packages (PowerPoint)
- • Solid understanding of facility services / construction accounting processes (job costing, revenue recognition / WIP adjustment, drop shipped inventory model, and in-house vs. subcontracted labor structuring)
- • Excellent communication and interpersonal skills
- This position is remote and requires availability during U.S. business hours
- • Familiarity with QuickBooks preferred
Benefits
- This position is remote
Company Overview