Financial Analyst & Reporting Specialist

Overview

Remote position from LATAM (Full-Time, MST Hours)

This role supports the organization’s Fractional CFO services division. Responsibilities include forecasting, financial modeling, reporting oversight, KPI dashboarding, and translating financial data into actionable recommendations for clients across service-based industries.

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.
• Use 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 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.
• 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.

Preferred Qualifications

• Experience with Fathom HQ or similar reporting platforms.

Compensation & Benefits

• USD 2,800 – 3,800/month

Location

• Remote from LATAM
• Full-Time
• MST Hours