[T&R] Financial Analyst

DESCRIPTION

About the Role

This is a high-intensity, execution-focused role embedded in live client engagements. The Financial Analyst will work alongside senior professionals and directly with client CFOs, treasurers, lenders, and operations teams to build the financial infrastructure needed to navigate distressed situations.

Engagements may include out-of-court workouts, Chapter 11 proceedings, covenant defaults, operational restructurings, lender advisory assignments, and liquidity crisis management. This role requires speed, accuracy, strong financial judgment, and the ability to perform under pressure.

REQUIREMENTS

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field
• 1-3+ years of experience in financial analysis, corporate finance, investment banking, restructuring, transaction advisory, consulting, or public accounting
• Advanced proficiency in Microsoft Excel, including financial modeling and data analysis
• Experience building and maintaining financial forecasts and cash flow models preferred
• Strong understanding of financial statements, budgeting, forecasting, and variance analysis
• Ability to analyze complex financial data and communicate findings clearly
• Strong organizational skills with the ability to manage multiple projects and deadlines simultaneously
• Excellent written and verbal communication skills
• High attention to detail and commitment to accuracy
• Experience with distressed situations, restructuring engagements, Chapter 11 proceedings, or lender advisory work is a plus
• Knowledge of financial modeling, valuation methodologies, and liquidity management preferred

About Amplēo

Amplēo helps businesses achieve their full potential by providing access to experienced executive leaders on a fractional basis. Our clients gain strategic expertise when they need it, without the cost and commitment of a full-time executive hire.

Organizations partner with Amplēo to access seasoned professionals across finance, operations, human resources, marketing, sales, and other key business functions. Thousands of companies rely on Amplēo leaders to provide expert guidance, drive growth, and deliver measurable business results.