Senior Financial Planning & Analyst - Fractional CFO Support
M
MyOutDeskFractional CFO Practice
PhilippinesFull-TimeSenior
Salary not disclosed
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Job Details
- Experience
- 5–8+ years
- Required Skills
- Microsoft Power BIVBATableauMicrosoft Excel
Requirements
- Bachelor’s degree in Finance, Accounting, or Economics.
- CFA, CPA, or MBA is strongly preferred.
- 5–8+ years in FP&A, Investment Banking, or Corporate Finance.
- Experience in a Fractional CFO or multi-client environment is a massive plus.
- Proven track record in at least two of the following: SaaS/Tech, Real Estate, Professional Services.
- Expert Level: Microsoft Excel (Index/Match, Power Pivot, Lambda, and complex nesting).
- Proficient: QuickBooks Online, Xero, and Sage Intacct.
- Familiarity with AI-driven analysis and data visualization tools (Tableau/Power BI).
- Deep familiarity with US GAAP and the operational nuances of US-based SMBs.
Responsibilities
- Build, maintain, and audit complex, three-statement financial models from scratch tailored to specific industry needs (e.g., cohort analysis for SaaS, project-based models for Real Estate).
- Own the 13-week rolling cash flow forecast process, ensuring clients have real-time visibility into their runway and capital requirements.
- Develop "What-If" models to stress-test business assumptions regarding hiring, pricing shifts, and market volatility.
- Design and automate high-quality, client-ready visual dashboards (via Excel, Power BI, or specialized FP&A software) that highlight North Star metrics and KPIs.
- Conduct deep-dive monthly variance analysis (Actual vs. Budget/Forecast), providing narrative explanations that go beyond the "what" to explain the "why."
- Draft executive summaries and talking points for board-level discussions, ensuring the Founder is fully briefed for all client engagements.
- Standardize financial workflows across the firm’s client base to ensure scalability and consistency.
- Actively integrate AI tools (ChatGPT, Claude, specialized LLMs) and Excel automation (Power Query/VBA) to drastically reduce manual data entry and increase analytical speed.
- Audit client accounting files (QuickBooks Online, Xero) to ensure data structures support accurate financial reporting.
- Lead ad-hoc projects such as unit economic analysis, customer acquisition cost (CAC) vs. LTV studies, and margin optimization strategies.
- Proactively identify financial risks or operational inefficiencies within client businesses and propose structured solutions without being prompted.
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