Financial Analyst, Reporting Specialist

Latino Legends

. Build and manage annual budgets and rolling forecasts for multiple clients .

Posted 10/22/2026full-timeRemote • United StatesMid-LevelSenior💰 $2,800 - $3,800 per monthWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial analysis, budgeting, forecasting, and financial modeling, with a strong ability to translate complex financial data into actionable business recommendations. Proficient in using accounting systems and reporting platforms to enhance financial reporting accuracy and operational efficiency.

Highest-signal resume keywords

Financial AnalysisBudgetingForecastingFinancial ModelingQuickBooks Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ReportingCash Flow AnalysisVariance AnalysisKPI Dashboard DevelopmentGAAP KnowledgeScenario PlanningAdvanced Excel SkillsGoogle Sheets SkillsData AnalysisProcess Improvement

Soft Skills

Analytical MindsetAttention to DetailProactive ApproachStrong Communication SkillsCollaboration

Tools & Technologies

QuickBooksFathom HQXeroExcelGoogle Sheets

Industry Keywords

FP&AFinancial StrategyCash Flow OptimizationRevenue TrendsCost Structures

About the role

Key responsibilities & impact

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
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 platforms
Translate complex financial data into actionable business recommendations
Monitor financial performance indicators to support growth strategies
Review monthly close outputs with the bookkeeping team and flag anomalies or inconsistencies
Apply GAAP knowledge to identify issues in financial records and escalate concerns
Organize and analyze financial data in QuickBooks, Xero, or similar accounting systems
Recommend process improvements to improve reporting accuracy and operational efficiency
Provide recommendations on 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 align financial recommendations with operational realities
Own deliverables and ensure reports and analyses are accurate, timely, and valuable
Communicate financial concepts clearly to internal stakeholders and external clients

Requirements

What you’ll need

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

Benefits

Comp & perks

Remote-first environment
Structured processes
Long-term growth potential
Work directly alongside experienced Fractional CFO professionals
Exposure to high-revenue service-based businesses across multiple industries
Participation in strategic financial decision-making
Meaningful financial deliverables directly impacting client success