Financial Analyst

Job Title: Financial Analyst

Location: Remote

Employment Type: Full-time

Company Overview:
We are an outsource fractional services company that provides high-level financial services to diverse clients across various industries. Our team of experts partners with businesses to drive financial strategy, improve financial performance, and provide actionable insights. We are looking for a skilled Financial Analyst who is comfortable working in a dynamic environment and is passionate about helping businesses thrive.

Job Summary:

The Financial Analyst will play a critical role in supporting our fractional CFO services by conducting valuations, building extensive budget models, and forecasting cash flows for multiple clients. The ideal candidate will have a strong analytical mindset, expertise in financial modeling, and the ability to manage multiple client projects simultaneously. This role requires a deep understanding of financial analysis, cash flow forecasting, and a keen attention to detail.

Key Responsibilities:

• Financial Modeling & Analysis: Develop, maintain, and enhance complex financial models, including budgeting, forecasting, and scenario analysis for various client projects.
• Valuation: Conduct business valuations using various methods (DCF, comparable company analysis, precedent transactions) to support strategic decision-making for clients.
• Budgeting & Forecasting: Create and manage detailed budgets and forecasts, ensuring alignment with clients’ strategic goals and financial health.
• Cash Flow Forecasting: Analyze and forecast cash flows to help clients manage liquidity, plan for capital expenditures, and optimize working capital.
• Client Engagement: Work directly with fractional CFOs to understand client needs and deliver insights that drive financial strategy and decision-making.
• Data Analysis: Gather, analyze, and interpret financial data to identify trends, risks, and opportunities for clients.
• Reporting: Prepare monthly, quarterly, and annual financial reports, highlighting key insights and performance metrics.
• Project Management: Manage multiple client projects simultaneously, ensuring timely and accurate delivery of financial analyses and reports.
• Collaboration: Work closely with internal teams and clients to ensure a thorough understanding of financial goals and to provide support in financial planning and analysis activities.

Qualifications:

• Bachelor’s degree in Finance, Accounting, Economics, or a related field. CFA, CPA, or other relevant certifications are a plus.
• 3+ years of experience in financial analysis, valuation, and financial modeling, preferably within a consulting, fractional CFO, or financial advisory environment.
• Proficiency in financial modeling software and tools (e.g., Excel, QuickBooks, financial forecasting software).
• Strong understanding of valuation techniques, including DCF, market multiples, and other standard valuation methodologies.
• Expertise in budgeting, forecasting, and cash flow analysis.
• Exceptional analytical skills with the ability to interpret complex financial data and provide actionable insights.
• Proven ability to manage multiple client projects with competing deadlines in a fast-paced environment.
• Strong communication skills, both written and verbal, with the ability to present financial information clearly and concisely to non-financial stakeholders.
• High attention to detail, with excellent problem-solving skills and a proactive approach.

Benefits:

• Competitive salary and performance-based bonuses.
• Flexible working hours and remote work options.
• Professional development opportunities, including training and certifications.
• Collaborative and dynamic work environment with a focus on growth and innovation.

This job description captures the key skills and responsibilities for a Financial Analyst in a fractional CFO company, emphasizing the need for expertise in valuation, financial modeling, and managing multiple client engagements. Let me know if you need any adjustments!