Financial Specialist
This job is performed fully remotely in India for a US-based company through an Employer of Record. The candidate must be legally authorized to work in India and willing to work US-based hours. *Candidate must also pass a skills-based assessment as part of the interview process. About The Role The Financial Specialist is responsible for supporting financial planning, analysis, and reporting activities across the organization. In a private equity–backed environment, this role plays a critical part in driving data-informed decision-making, enhancing financial performance, and supporting value creation initiatives. The ideal candidate will bring strong analytical rigor, business acumen, and the ability to operate in a fast-paced, results-oriented setting with high visibility to senior leadership and investors.
What You'll Do
Support the monthly, quarterly, and annual financial planning processes, including budgeting and forecasting Analyze financial performance, identify trends, and provide actionable recommendations to leadership Prepare and deliver variance analysis against budget, forecast, and prior periods Assist in building and maintaining financial models to support strategic initiatives and investment decisions Partner with cross-functional teams to understand business drivers and improve financial outcomes Support preparation of board materials and investor reporting packages Deliver timely and accurate financial reporting and insights to support executive decision-making Collaborate with department leaders to develop budgets and track performance against targets Support cash flow forecasting and liquidity planning Qualifications 2–5 years of experience in finance, investment banking, consulting, or a related field (PE-backed or high-growth environment preferred) Strong financial modeling and analytical skills Bachelor’s degree in Finance, Accounting, Economics, or related field (CPA/CFA a plus) Ability to thrive in a fast-paced, high-growth, and performance-driven environment Strong interpersonal skills with the ability to influence and collaborate across teams Experience with financial planning tools and ERP systems preferred What Success Looks Like In This Role Strong analytical and financial modeling capabilities High attention to detail with a commitment to accuracy Ability to synthesize complex financial data into actionable insight Strong communication and presentation skills Advanced proficiency in Excel; experience with financial systems (NetSuite preferred)