Leading Financial Analyst and Strategy Specialist

2 weeks ago

Koṭa, India beBeeFinancial Full time

Senior Financial Planning Position OverviewAbout the OpportunityA leading financial analysis and accounting support firm partners with private equity investors, developers, and fund managers across the U.S. and Europe.They seek a Senior FP&A Professional to join their high-performance team. This role integrates into client operations, supporting the Finance Director in driving strategic insights for transactions ranging from $50M to $500M+.Oversee financial reporting, month/year-end close, and compliance with US GAAP.Manage billing cycles, profitability analysis, revenue forecasting, and cash flow oversight.Lead budgeting, KPI dashboards, and financial planning for firm growth and hiring strategy.Review internal controls and implement workflow improvements to support scalability.Support select outsourced CFO engagements with financial modeling, budgeting, and capital strategy.Advise clients on tax efficiency, entity structuring, and compliance alignment (state & federal).Assist with audit prep, financial due diligence, valuations, and M&A-based advisory where applicable.Review client deliverables from accounting teams (AP/AR, payroll, month-end close, reconciliations).RequirementsCPA License Preferred (Active or In-Progress acceptable)4+ years in a CFO, Controller, Senior Accounting Manager, or Public Accounting roleProven experience with US GAAP, ASC standards, tax compliance workflows, and audit supportExperience working within or managing a CPA firm, advisory practice, or finance outsourcing environmentExpertise in MS Excel for budgeting, FP&A, cash flow planning, cost controls, and financial analysisBenefits of Working with UsWork with a high-caliber team on international PE deals.Permanent, full-time remote position.Opportunity to support capital raising and high-value investment strategies.Why You'll Thrive in This RoleThis is an excellent opportunity to leverage your skills in financial planning, analysis, and management to drive business growth and success. As a key member of our team, you will be responsible for providing strategic insights and recommendations to our clients, supporting their financial goals and objectives.

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