About the role:We are seeking a highly analytical and detail-oriented Financial Analyst to support our U.S.-based clients under a CFO Services model. This role is critical to delivering high-quality financial insights, strategic planning support, and timely reporting for fast-growing small and mid-sized businesses across various industries. Working closely with the Services Partner, the analyst will play a key role in financial reporting, budgeting, forecasting, and strategic decision-making support.Key Responsibilities:1. Financial Close & ReportingLead and manage the monthly and year-end financial close processes.Prepare and issue:Profit & Loss StatementsCash Flow StatementsBudget vs. Actual Variance ReportsFinancial KPI Dashboards and Management ReportsEnsure accuracy, timeliness, and compliance with U.S. GAAP and internal standards.2. Financial Planning & Analysis (FP&A) and Cash ManagementDevelop budgets, rolling forecasts, and scenario models.Perform in-depth variance analysis and identify key trends affecting performance.Manage short- and long-term cash flow forecasts, supporting effective liquidity planning and capital allocation.3. Strategic & Transactional Support (M&A)Support mergers and acquisitions (M&A) through financial modeling, due diligence analysis, and valuation assessments.Assist in preparing board and investor presentations, delivering strategic insights and recommendations.4. Client Communication & Advisory SupportCollaborate directly with U.S.-based business owners, CFOs, and finance leaders in a client-facing role.Deliver actionable insights and financial clarity to support strategic business decisions under a fractional CFO engagement model.Qualifications & Requirements:MBA in Finance, Chartered Accountant (CA), or Chartered Financial Analyst (CFA) designation preferred.3 to 6 years of relevant experience in FP&A, financial reporting, and month-end close processes for U.S.-based businesses.Strong working knowledge of general ledger (GL) accounting systems such as QuickBooks, Xero, NetSuite, or similar platforms.Solid understanding of U.S. accounting standards and financial practices.Proficient in Microsoft Excel, with working knowledge of business intelligence tools (e.g., Power BI, Tableau, or similar).Strong analytical, communication, and presentation skills.Experience in client-facing roles is a mandatory for this role.
Job Title
Financial Analyst – CFO Services