Financial Analyst

Financial Analyst

Priority Location: Remote, South Africa & Latin America (LATAM)

Working Hours: Monday to Friday 9am-5pm ET

Salary Range: $2,500- $4,000 / month

Type of contract: Independent Contractor

About Us: We are a strategic finance and growth advisory firm that partners with ambitious businesses through critical stages of growth. We work alongside founders, investors, and executive teams to provide high-impact financial leadership—from transaction readiness and capital raising to board reporting, financial planning, and strategic decision-making.

Our clients range from entrepreneurial businesses completing their first acquisition to established companies generating $40M+ in annual revenue. We pride ourselves on delivering institutional-quality financial insight with the flexibility of a boutique advisory firm.

About the Role: This is not a traditional FP&A role. You will serve as the analytical engine behind our client engagements, supporting everything from financial modeling and board presentations to transaction readiness and strategic planning. You will work across a diverse client portfolio, helping transform raw financial data into meaningful business insights.

One day you may be organizing accounting data into clean financial models for an acquisition entrepreneur; the next, you will be building board-ready reporting materials for a $50M business preparing for its next stage of growth.

We are looking for someone who enjoys both the precision of detailed financial data and the higher-level challenge of solving strategic business problems. What You'll Do:

• Financial Modeling & Analysis: Build and maintain sophisticated Excel-based financial models and ad hoc analyses across multiple clients.
• Financial Reporting: Transform bookkeeping and accounting data into clean, actionable financial reports and executive packages.
• FP&A & Advisory Support: Assist with budgeting, forecasting, and strategic finance initiatives for founders and leadership teams.
• Board & Investor Materials: Create board presentations, investor pitch decks, and management reporting packages.
• Transaction Support: Assist with transaction readiness projects, financial due diligence, and capital-raising engagements.
• Performance & Trend Analysis: Analyze business performance to identify key trends, risks, and strategic growth opportunities.
• Quality Assurance: Review financial information for high accuracy, identifying inconsistencies before they impact downstream analyses.
• Executive Collaboration: Collaborate directly with senior leadership on core client deliverables and strategic projects.

Ideal Background

• 3+ years of experience in FP&A, Corporate Finance, Investment Banking, Private Equity, Transaction Advisory, or Financial Consulting.
• Advanced Microsoft Excel skills (this role is highly Excel-intensive).
• Strong financial modeling and analytical capabilities.
• Executive Presentation Skills: Experience preparing executive-level reporting and slide decks.
• Core Accounting Knowledge: Excellent understanding of financial statements and fundamental accounting principles.
• Problem-Solving & Judgment: Strong business acumen with the ability to navigate complex client scenarios.
• Attention to Detail: Meticulous commitment to accuracy, accuracy, and error-free work.
• Communication: Exceptional written and verbal English communication.

Bonus Experience

• Exposure to founder-led or lower middle-market businesses.
• Background in M&A, transaction advisory, financial due diligence, or capital raising.
• Direct experience supporting CFOs or executive leadership.
• Light bookkeeping or accounting operational experience.
• Strong PowerPoint design and story-boarding skills.
• Experience managing multiple client projects in a consulting environment.
• Who You Are
• Analytical & Curious: You love diving into numbers to understand what actually drives a business.
• Adaptable: You are comfortable working with ambiguity rather than relying solely on rigid SOPs.
• Balanced Thinker: You move seamlessly between detailed financial mechanics and higher-level strategic analysis.
• Owner Mindset: You take initiative and drive projects forward rather than waiting for step-by-step direction.
• Detail-Oriented: You understand that small accounting errors can create major downstream impacts.
• Dependable & Proactive: You take pride in delivering polished, client-ready work on time.

Why Join Us?

• Executive Exposure: Work directly with experienced finance executives with backgrounds in investment banking, private equity, and strategic finance.
• Diverse Experience: Gain broad exposure to a wide variety of industries, business models, and transaction environments.
• Skill Acceleration: Develop deep expertise across FP&A, strategic finance, board reporting, capital raising, and M&A readiness.
• High-Impact Role: Join a boutique firm where you have meaningful responsibility and visibility from day one.
• Career Growth: Build a long-term career with clear opportunities for advancement as our client portfolio expands