We’re helping an investment and advisory firm find a Financial Analyst to support financial modeling, analysis, reporting, and client presentations. This is a unique opportunity to work directly on M&A, private equity, and venture capital projects while developing commercial insights that influence high-level decision-making. The role is designed for growth, with the potential to evolve into a more senior position over time.

Part-Time: ~20 hours/week

Schedule: CET working hours

Location: Fully Remote

Engagement: Independent Contractor

Monthly Rate: Open, depending on level of experience

What You’ll Do

Build and maintain sophisticated financial models for investment and strategic projects
Conduct in-depth financial analysis, interpreting complex data into actionable insights
Prepare detailed spreadsheets, balance sheets, P&L statements, and financial reports
Create high-quality client presentations in PowerPoint to communicate strategies and recommendations
Support financial reporting and internal documentation
Collaborate on M&A, private equity, and venture capital transactions
Apply a basic legal understanding of corporate and international structures in analyses
Partner closely with the CEO to provide commercial insights and strategic input

What We’re Looking For

Degree/Master's in Finance, Accounting, or related field
5+ years of experience in M&A, Corporate Finance, Private Equity, or Venture Capital
Advanced proficiency in financial modeling
Strong grasp of accounting principles, balance sheets, and P&L statements
Highly skilled in Excel and PowerPoint
Proficient in data analysis and financial reporting
Commercially minded with strong business acumen
Excellent communication and presentation skills
Proactive, detail-oriented, and reliable with the highest integrity

Nice-to-Haves

Experience working directly with founders, CEOs, or senior executives
Exposure to international business structures and cross-border finance
Familiarity with financial due diligence processes

Recruitment Process

Initial Interview
Client Interview
Offer & Onboarding

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Financial Analyst (Investment)