Financial Planning and Analysis

• Prepare and maintain P&Ls, balance sheets, cash flow statements, and other financial reports across multiple client accounts
• Prepare recurring monthly financial and management reporting packs using established templates and processes
• Review and organize financial information to ensure accuracy, completeness, and consistency
• Analyze financial performance and identify trends, movements, discrepancies, and areas requiring attention
• Support financial back-office requirements of non-finance businesses across different industries
• Maintain organized financial information and supporting documentation across client accounts
• Learn and work with client-specific accounting systems, processes, and proprietary software
• Prepare and maintain straightforward financial forecasts and projections
• Support cash flow planning and forward-looking financial analysis
• Analyze historical and current financial performance to inform business decisions
• Assist with analysis relating to commercial credit, loan financing, and other business requirements
• Translate financial data into clear, structured information for senior team members
• Flag unusual movements, inconsistencies, or areas requiring further investigation
• Prepare financial information and analysis for client-facing strategic advisory work
• Conduct business, financial, market, or industry research for client assignments
• Gather and structure information supporting strategic recommendations
• Help turn financial and research findings into reports, presentations, and client-facing materials
• Support senior team members with ad hoc analysis for business challenges and opportunities
• Develop understanding of clients’ business models, operations, and commercial environments
• Work across multiple client accounts and adapt to different industries, business models, and reporting requirements
• Support project coordination, documentation, and follow-up across advisory engagements
• Manage recurring deliverables and ensure financial information is prepared accurately and on time
• Assist with analytical and administrative requirements connected to client projects
• Take increasing ownership of client work as capabilities develop

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Financial Planning and Analysis jobs in Bahamas

Financial Analyst – Accounting, Advisory

Financial Analyst – Accounting & Advisory