Financial Analyst – Accounting & Advisory
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Job Description
Financial Analyst preparing reports, forecasts, and research for a boutique advisory firm serving diverse businesses. Fully remote, supporting multiple client engagements and strategic decision-making.
Responsibilities:
- Prepare and maintain P&Ls, balance sheets, cash flow statements, and other financial reports across multiple client accounts
- Prepare recurring monthly financial and management reporting packs using established templates and processes
- Review and organize financial information to ensure accuracy, completeness, and consistency
- Analyze financial performance and identify trends, movements, discrepancies, and areas requiring attention
- Support financial back-office requirements of non-finance businesses across different industries
- Maintain organized financial information and supporting documentation across client accounts
- Learn and work with client-specific accounting systems, processes, and proprietary software
- Prepare and maintain straightforward financial forecasts and projections
- Support cash flow planning and other forward-looking financial analysis
- Analyze historical and current financial performance to inform business decisions
- Assist with financial analysis relating to commercial credit, loan financing, and other business requirements
- Translate financial data into clear and structured information for senior team members
- Flag unusual movements, inconsistencies, or areas warranting further investigation
- Prepare financial information and analysis for client-facing strategic advisory work
- Conduct business, financial, market, or industry research for client assignments
- Gather and structure information supporting strategic recommendations
- Turn financial and research findings into reports, presentations, and other client-facing materials
- Support senior team members with ad hoc analysis for business challenges and opportunities
- Develop understanding of clients’ business models, operations, and commercial environments
- Work across multiple client accounts and adapt to different industries, business models, and reporting requirements
- Support project coordination, documentation, and follow-up across advisory engagements
- Manage recurring deliverables and ensure financial information is prepared accurately and on time
- Assist with broader analytical and administrative requirements connected to client projects
- Take increasing ownership of client work as understanding and capabilities develop
Requirements:
- Ideally 3–5 years of relevant experience in financial analysis, accounting, FP&A, management reporting, corporate services, or a similar finance-focused environment; practical capability is more important than a specific number of years
- Academic background in Finance, Accounting, Economics, Business, or a related field
- Strong understanding of P&Ls, balance sheets, and cash flow statements and how they work together
- Hands-on experience preparing and analyzing financial reports and management information
- Comfortable preparing straightforward forecasts and financial projections
- Strong numerical, analytical, and problem-solving skills
- Strong spreadsheet skills and confidence working with financial data
- Excellent attention to detail and commitment to accuracy
- Ability to identify trends, inconsistencies, and relevant insights from financial information
- Ability to work across multiple clients, assignments, and deadlines
- Strong organizational skills and ability to learn new systems and processes quickly
- Strong written and verbal English communication skills
- Ability to work independently, take ownership of deliverables, and recognize when issues need to be escalated
- Nice-to-have experience in professional services, corporate consultancy, accounting, FP&A, or financial advisory
- Nice-to-have experience supporting multiple external client accounts
- Nice-to-have experience working with SMEs or service-based businesses
- Nice-to-have exposure to healthcare, medical, dental, government, or other professional-services clients
- Nice-to-have understanding of commercial lending, loan financing, or credit analysis
- Nice-to-have experience preparing management reports and financial projections
- Nice-to-have previous exposure to strategic advisory or consulting projects
- Nice-to-have experience conducting business, market, or industry research
- Nice-to-have experience managing or supporting financial back-office operations for non-finance businesses
- Nice-to-have experience working across multiple industries
- Availability for full-time, 40 hours/week, Bahamas working hours
- Willingness to work as an independent contractor
Benefits:
- Fully remote work
- Long-term opportunity for professional development
- Exposure to the financial operations and strategic challenges of multiple businesses and industries
- Work closely with experienced professionals on real-world client advisory engagements
- Experience beyond traditional accounting or financial reporting into research and strategic advisory
- Meaningful ownership of client work
- Opportunity to grow into greater advisory and project responsibilities over time
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