Financial Analyst & Reporting Specialist : Latino Legends

About the Opportunity

A fast-growing U.S.-based financial consulting firm is seeking a Financial Analyst & Reporting Specialist to support its Fractional CFO services division. This role is ideal for someone with a strong background in financial forecasting, modeling, reporting, and business analysis who enjoys turning data into actionable insights.

The company partners primarily with 7- and 8-figure service-based businesses across industries such as beauty, med spa, interior design, and related sectors. The selected candidate will play a key role in helping clients improve financial visibility, optimize performance, and make strategic business decisions.

This is a highly collaborative and proactive role that combines financial analysis, reporting oversight, and strategic support. Candidates must be comfortable working during U.S. business hours.

Key Responsibilities

Budgeting, Forecasting & Cash Flow Management

• 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” analysis to support strategic decision-making.

Financial Reporting & Analysis

• Prepare monthly, quarterly, and annual financial reports with clear insights and recommendations.
• Perform variance analysis to identify trends, risks, and opportunities.
• Build and maintain KPI dashboards using financial reporting platforms such as Fathom HQ or similar tools.
• Translate complex financial data into actionable business recommendations.
• Monitor financial performance indicators to support growth strategies.

Data Quality & Financial Oversight

• 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.
• Work within accounting systems such as QuickBooks, Xero, or similar platforms to organize and analyze financial data.
• Recommend process improvements to enhance reporting accuracy and operational efficiency.

Strategic Support & Client Deliverables

• Provide recommendations related to cost savings, profitability, and revenue optimization.
• Prepare financial presentations and client-facing materials for CFO-led engagements.
• Partner closely with leadership to align reporting with business goals and strategic initiatives.
• Stay informed on industry trends, financial regulations, and best practices.

Team Collaboration & Ownership

• Contribute proactively 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 both internal stakeholders and external clients.

Qualifications

• 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.
• Experience with Fathom HQ or similar reporting platforms preferred.
• Advanced Excel and/or Google Sheets skills, including financial modeling, pivot tables, and complex formulas.
• Strong analytical mindset with exceptional attention to detail.
• Comfortable reviewing transactional-level financial data for accuracy and quality control.
• Self-starter with a proactive and 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.

Why This Opportunity Stands Out

• Work directly alongside experienced Fractional CFO professionals.
• Gain exposure to high-revenue service-based businesses across multiple industries.
• Play an active role in strategic financial decision-making.
• Enjoy a remote-first environment with structured processes and long-term growth potential.
• Take ownership of meaningful financial deliverables that directly impact client success.