Financial Analyst & Reporting Specialist

Latino Legends

3d•Remote

About The Position

A fast-growing U.S.-based financial consulting firm is hiring a Financial Analyst & Reporting Specialist for its Fractional CFO services division. The role supports primarily 7- and 8-figure service-based businesses, including companies in beauty, med spa, and interior design. The specialist will help clients improve financial visibility, optimize performance, and make strategic business decisions through financial analysis, reporting oversight, and strategic support. This is a collaborative, proactive remote role requiring availability during U.S. business hours, specifically MST hours. The position offers the opportunity to work alongside experienced Fractional CFO professionals, engage with businesses across multiple industries, and take ownership of financial deliverables that affect client success.

Requirements

At least 3 years of experience in financial analysis, FP&A, or financial reporting within a U.S.-based company.
Strong expertise in budgeting, forecasting, cash flow analysis, and financial modeling.
Proficiency in QuickBooks.
Advanced Excel and/or Google Sheets skills, including financial modeling, pivot tables, and complex formulas.
Strong analytical mindset and exceptional attention to detail.
Comfort reviewing transactional-level financial data for accuracy and quality control.
Self-starter with a proactive, solutions-oriented approach.
Ability to work independently in a remote environment.
Strong written and verbal English communication skills.
Availability to collaborate during U.S. business hours.

Nice To Haves

Experience with Fathom HQ or similar financial reporting platforms.

Responsibilities

Build and manage annual budgets and rolling forecasts for multiple clients.
Develop financial models to evaluate revenue trends, cost structures, and profitability.
Monitor cash flow activity and identify opportunities to optimize working capital.
Conduct scenario planning and what-if analyses to support strategic decision-making.
Prepare monthly, quarterly, and annual financial reports with insights and recommendations.
Perform variance analysis to identify trends, risks, and opportunities.
Build and maintain KPI dashboards using Fathom HQ or similar financial reporting platforms.
Translate complex financial data into actionable business recommendations.
Monitor financial performance indicators to support growth strategies.
Collaborate with the bookkeeping team to review monthly close outputs and flag anomalies or inconsistencies.
Apply GAAP knowledge to identify issues in financial records and escalate concerns when necessary.
Use accounting systems such as QuickBooks or Xero to organize and analyze financial data.
Recommend process improvements to enhance reporting accuracy and operational efficiency.
Provide recommendations related to cost savings, profitability, and revenue optimization.
Prepare financial presentations and client-facing materials for CFO-led engagements.
Partner with leadership to align reporting with business goals and strategic initiatives.
Stay informed on industry trends, financial regulations, and best practices.
Contribute to financial strategy discussions and internal process improvements.
Collaborate cross-functionally to ensure financial recommendations align with operational realities.
Take ownership of deliverables and ensure reports and analyses are accurate, timely, and valuable.
Communicate financial concepts clearly to internal stakeholders and external clients.

Benefits

Remote-first environment with structured processes and long-term growth potential.
Opportunity to work directly alongside experienced Fractional CFO professionals.
Exposure to high-revenue service-based businesses across multiple industries.
Opportunity to participate in strategic financial decision-making and own meaningful client deliverables.

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