Financial Advisory Specialist

Overview

This execution-focused, analytical role is designed for an early-career finance professional with strong attention to detail and solid financial fundamentals. You will evaluate client business health using a structured diagnostic workflow and proprietary technology, translating financial findings into executive-ready presentation materials.

The work includes cleaning and structuring client data, populating financial models, interpreting three-statement financial dynamics, and producing polished diagnostic decks.

Responsibilities

Financial Statement Analysis & Three-Statement Modeling

• Review and evaluate client income statements, balance sheets, and cash flow statements using established analytical templates.
• Analyze and explain the interconnections across all three financial statements to assess overall business health.
• Investigate historical performance trends, identify unusual movements, and uncover root causes when revenue growth fails to generate expected profitability.
• Identify financial and operational risks, anomalies, and inconsistencies reflected in client historical data.
• Maintain and populate established financial models, supporting schedules, and core baseline calculations.
• Support financial forecasts and rolling cash projections, including detailed 13-week cash flow schedules.

Operational Diagnostics & External Data Integration

• Integrate curated third-party market, operational, and risk intelligence into diagnostic models.
• Synthesize quantitative market benchmarks with company-specific financial indicators to highlight competitive positioning and operational performance gaps.
• Identify and quantify operational improvement opportunities to inform diagnostic strategy and optimization phases.

Diagnostic Reporting & Client Presentations

• Prepare, structure, and update client-facing diagnostic decks in live Google Slides formats, ensuring strict consistency between decks and underlying models.
• Translate detailed financial computations into clear charts, structured narrative summaries, and polished slide layouts.
• Incorporate advanced analytics and trend models produced by cross-functional data science team members into presentation flows.
• Review and refine presentation drafts through internal feedback cycles, executing corrective updates with high accuracy.

AI Validation & Quality Assurance

• Use modern AI tools to accelerate analysis, model population, and initial reporting workflows.
• Perform rigorous, line-by-line verification of AI-generated financial calculations, interpretations, and cash forecasts.
• Cross-check conclusions and summaries against primary source data to ensure analytical integrity.
• Maintain full accountability for the accuracy and precision of submitted deliverables prior to senior review.

Stakeholder Communication & Advisory Support

• Communicate analytical findings, variances, and financial insights clearly to internal practice leads and engagement reviewers.
• Respond to routine client inquiries regarding diagnostic findings, figures, and methodology with confidence and clarity.
• Resolve straightforward financial questions independently while identifying and escalating true data discrepancies promptly.

Requirements

• Early-career background in corporate finance, financial analysis, business analysis, or accounting (internship experience with strong fundamental knowledge will be considered).
• Exposure to business consulting, professional services, or the home services sector is advantageous.
• Strong hands-on proficiency in Google Sheets and Google Slides (or equivalent advanced Excel and PowerPoint skills).
• Familiarity with leveraging AI-assisted research and productivity tools.
• Solid understanding of three-statement financial mechanics and the ability to explain how income statements, balance sheets, and cash flow statements interconnect.
• Demonstrated ability to spot numerical anomalies, audit financial formulas, and integrate third-party market intelligence into structured models.
• Exceptional attention to numerical detail, coachability, intellectual curiosity, and high accountability for output quality.
• Punctual and reliable in managing commitments within a distributed team setting.
• Ability to work inclusively with individuals from a variety of backgrounds.

Preferred Qualifications

• Experience with data integration and AI-output validation.
• Experience translating financial trends and operational metrics into clear, client-ready presentation materials.

Compensation & Benefits

During the offer process, details on benefits and compensation philosophy will be shared, considering both market trends and individual factors.

Location

Remote role. You will be expected to work a split shift with some overlap with the client’s time zone. You must be present for in-person training programs during your first 3.5 weeks.