Guide portfolio clients through FP&A;, financial modeling, and performance reporting as a remote Senior Analyst supporting U.S. business hours. Translate financial data into actionable strategies for owners and leadership teams.
PHG seeks a senior financial advisor supporting annual planning, budget development, forecasting, and monthly advisory work. You will build Excel models, PowerPoint reporting packages, cash flow models, and variance analysis. The role combines hands-on execution with trusted client relationships and strategic decision support.
Key Responsibilities: Advise portfolio owners and leadership teams on financial performance
Support budgets, forecasts, cash flow models, and variance analysis
Develop Excel budgeting, forecasting, and financial modeling tools
Create PowerPoint monthly performance reports and recommendations
Support client M&A; and succession planning
Requirements: Minimum two years in FP&A;, due diligence, or fractional CFO advisory
Excellent accounting, budgeting, financial closure, and reporting knowledge
Expertise in Microsoft Excel and PowerPoint
Independent experience developing reporting models and monthly packages
Robust communication skills; QuickBooks familiarity preferred
Apply financial modeling, FP&A;, and reporting expertise as PHG’s remote Senior Analyst for portfolio client advisory.