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 performanceSupport budgets, forecasts, cash flow models, and variance analysisDevelop Excel budgeting, forecasting,
and financial modeling toolsCreate PowerPoint monthly performance reports and recommendationsSupport client M&A; and succession planningRequirements:
Minimum two years in FP&A;, due diligence, or fractional CFO advisoryExcellent accounting, budgeting, financial closure, and reporting knowledgeExpertise in Microsoft Excel and PowerPointIndependent experience developing reporting models and monthly packagesStrong communication skills;
QuickBooks familiarity preferredApply financial modeling, FP&A;, and reporting expertise as PHG’s remote Senior Analyst for portfolio client advisory.
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