Offer summary

Qualifications:

3+ years of experience in financial planning and analysis, with 2+ years in financial modeling and cash forecasting., BBA in Finance and/or Accounting is required., Strong analytical and communication skills are essential., Proficiency in Excel, Google Sheets, and experience with QBO or Xero is necessary..

Key responsibilities:

Build and maintain financial models and operating models for clients, including cash flow and balance sheet.

Oversee the creation and development of budgets and review client KPIs.

Perform variance and trend analysis for expenses and strategic projects.

Prepare due diligence documentation and support ad-hoc reporting and strategic initiatives.

Job description

At Near, we help top talent in Latin America find remote roles with US companies. Our mission is to create better lives by fostering a remote work culture that transcends borders. This is a fully remote contractor position for Latin American individuals currently living in Latin America.

About our client

Is a US based full-service finance and accounting firm for startups and high growth companies. Our goal is to help clients become investor-grade businesses and to grow with confidence.

About the role

As a Senior Financial Planning & Analysis professional to build financial models, KPIs, forecasts, and budgets for multiple clients. This role requires managing 4-8 clients at once, reporting to a Finance Director.

Key Responsibilities

Build and maintain demand planning financial models and operating models for clients, including 13 week cash flow and balance sheet.
Oversee and manage the creation and development of budgets
Review and evaluate client KPIs established by leadership teams; build dashboards
Performs variance and trend analysis for departmental expenses and strategic projects
Ensures data accuracy in financial models, ensuring alignment and reconciliation between managerial analysis and accounting books
Assists in the research, analysis, and compilation of data input to create appropriate data set for business plans/cases to address corporate initiatives
Prepare due diligence documentation (e.g. putting together credit packages for lenders or editing pitch decks for startups)
Work closely with CFO and Controller internally to support client needs
Support ad-hoc reporting, projects and strategic initiatives

Requirements

3+ years of experience in financial planning and analysis, with 2+ years in financial modeling and cash forecasting.
BBA in Finance and/or Accounting.
Experience managing multiple clients simultaneously.
Expertise in e-commerce, retail distribution, and CPG, with knowledge of industry metrics.
Strong analytical and communication skills.
Ability to synthesize data and present findings to senior management.
Solid understanding of accounting principles and GAAP.
Proactive, solutions-oriented, and client-focused.
Experience with QBO and Xero; NetSuite experience is a plus.
Advanced proficiency in Excel, Google Sheets, and PowerPoint.

Working Hours