Job Overview

We are seeking a skilled, analytical, and client-facing Financial Modeling Analyst to build customized financial models and analytical tools tailored to unique client needs. In this role, you will bridge the gap between complex accounting data and strategic decision-making by gathering requirements, developing Excel-based models, and presenting actionable insights to business leaders. The ideal candidate combines strong technical financial acumen with exceptional communication skills to manage end-to-end client engagements. You will work closely with stakeholders to build budgeting, forecasting, scenario planning, and cash flow projections that drive informed business growth.

Schedule: Mon-Fri, 8:30 AM - 5:30 PM EST with 1 hr unpaid break (40 hours per week)

Responsibilities

• Client Engagement & Discovery: Meet directly with clients to understand their business models, key objectives, financial requirements, and custom modeling needs.
• Custom Financial Modeling: Build, refine, and maintain customized Excel financial models for budgeting, forecasting, cash flow projections, profitability analysis, scenario planning, and strategic business planning.
• Data Gathering & Analysis: Collect, organize, and analyze complex financial and operational data provided by clients and internal accounting teams.
• Scenario & Sensitivity Analysis: Develop practical business assumptions, financial projections, dynamic scenario models, and sensitivity analyses to support strategic decision-making.
• Model QA & Documentation: Review financial models for mathematical accuracy, logical consistency, and reasonableness while maintaining clear documentation of all underlying assumptions and formulas.
• Client Presentation & Training: Present financial models and analytical results clearly to clients, incorporate feedback as business needs evolve, and train client teams on how to update and maintain their tools.
• Cross-Functional Collaboration: Partner with SMG team members and client accounting departments to obtain necessary inputs and ensure smooth project delivery.

Must-Have Requirements

• Proven experience in financial modeling, corporate finance, financial analysis, or public accounting advisory services.
• Advanced expertise in Microsoft Excel, with a demonstrated ability to construct dynamic, custom financial models from scratch.
• Solid, foundational understanding of core financial statements (P&L, Balance Sheet, Cash Flow) and general accounting principles.
• Strong business acumen with the ability to translate open-ended client requirements into structured, practical financial tools.
• Exceptional written and verbal communication skills with comfort presenting quantitative data directly to client leadership.
• High attention to detail, strong problem-solving abilities, and the capacity to manage multiple client engagements simultaneously.
• Prior experience working directly in a client-facing advisory, consulting, or Client Accounting Services (CAS) role is preferred.
• Experience building dynamic dashboard reporting tools or integrating accounting software data (such as QuickBooks Online) into Excel models is preferred.

Independent Contractor Perks

Permanent work from home

Immediate hiring

Health Insurance Coverage for eligible locations

Note

Please click the "Apply" button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.

Important Disclaimer

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