Financial Analyst (FP&A & Client Advisory)
Core
Client-facing financial analyst partnering with business owners to provide strategic insights, forecasts, and advisory guidance to improve profitability and cash flow.
Role type
Senior IC financial analyst (FP&A & Client Advisory)
Builds
Financial forecasts, budgets, cash flow models, KPI dashboards, and monthly management reports for a portfolio of small/mid-sized businesses.
Domain
Professional services / Strategic finance / Small and mid-sized business advisory
Required skills
Financial modeling, budgeting, forecasting, cash flow analysis, financial statement analysis, KPI reporting, strategic decision support, data translation for non-financial audiences, Microsoft Excel, client advisory
Preferred skills
Experience with QuickBooks Online or Xero, building executive reporting, consulting or advisory background, supporting small/mid-sized businesses
Responsibilities
Build and maintain financial forecasts, budgets, and cash flow models for clients; Develop KPI dashboards and monthly management reports; Analyze financial statements to identify trends and growth opportunities; Perform pricing, profitability, and margin analyses; Conduct monthly financial review meetings with business owners; Research industry trends to support client strategy.
Seniority
Mid-level, hands-on IC with client advisory responsibilities
