[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

Cross-Functional Leadership and Execution to Fuel Growth

We provide the expertise to accelerate your business at every stage and in every function.

Since 1996, Amplēo has helped thousands of businesses grow through on-demand finance leadership, starting with fractional CFOs and outsourced controllers. What began as strategic financial support has evolved into a complete suite of cross-functional services.

Today, Amplēo delivers embedded expertise in finance, HR, marketing, turnaround and restructuring, sales tax, and business valuation. Our professionals integrate directly into your team to provide both strategic insight and hands-on execution, helping you achieve meaningful results faster.

We don't just advise. We help you move, build, and win.