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
- From Monday to Friday from 9 AM to 6 PM EST.
Perks - What’s in it for you?
- Competitive salary in USD.
- 10 days PTO.
- Holidays.
- Remote Work.
In case this role is not a good fit for you, don’t hesitate to apply to another of our positions.