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Financial Advisory Specialist

Job not on LinkedIn

🔥 2 hours ago

🇱🇰 Sri Lanka – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

Where this job comes from

Posted on Oceans's careers page, not through a job board

First seen by Remote Rocketship 2 hours ago

Logo of Oceans

Oceans

201 - 500 employees

📦 Logistics

📣 Marketing

✈️ Travel

Logistics • Marketing • Travel

Oceans is a company that provides highly skilled, global remote talent to businesses in various sectors such as operations, finance, marketing, and administration. They are focused on fixing the outdated reputation of outsourcing by offering experienced and motivated professionals—referred to as 'Divers'—who seamlessly integrate into companies, significantly contributing to their success. Oceans prides itself on ensuring strong matches between their clients and Divers through a meticulous selection process, offering continuous upskilling, high retention rates, and exceptional client support. They cater to startups, e-commerce businesses, small businesses, and solopreneurs, enabling them to scale efficiently with top-notch remote talent.

📋 Description

• Review and evaluate client income statements, balance sheets, and cash flow statements using established analytical templates • Analyze interconnections across three financial statements to evaluate business health • Investigate historical performance trends, unusual movements, and root causes of profitability issues • Identify financial and operational risks, anomalies, and inconsistencies in historical client data • Maintain and populate financial models, supporting schedules, and baseline calculations • Support financial forecasts and rolling cash projections, including 13-week cash flow schedules • Integrate third-party market, operational, and risk intelligence into diagnostic models • Synthesize market benchmarks with company-specific financial indicators • Identify and quantify operational improvement opportunities • Prepare, structure, and update client-facing diagnostic decks in Google Slides • Translate financial computations into charts, narrative summaries, and slide layouts • Integrate analytics, trend models, and data science outputs into presentations • Review and refine presentation drafts through internal feedback cycles • Use AI tools to accelerate analysis, model population, and reporting workflows • Verify AI-generated financial calculations, interpretations, and cash forecasts line by line • Cross-check conclusions and summaries against primary source data • Ensure accuracy and precision of deliverables before senior review • Communicate findings, variances, and insights to practice leads and engagement reviewers • Respond to routine client inquiries about diagnostic findings, figures, and methodology • Resolve straightforward financial questions and escalate data discrepancies • Collaborate with practice leadership, financial reviewers, Data Scientists, US-based financial analysts, and client-facing advisory stakeholders

🎯 Requirements

• Early-career background in corporate finance, financial analysis, business analysis, or accounting; internship experience with strong fundamental knowledge considered • Exposure to business consulting, professional services, or the home services sector advantageous • Strong hands-on proficiency in Google Sheets and Google Slides, or equivalent advanced Excel and PowerPoint skills • Familiarity with AI-assisted research and productivity tools required • Solid grasp of three-statement financial mechanics and interconnections among income statements, balance sheets, and cash flow statements • Ability to spot numerical anomalies, audit financial formulas, and integrate third-party market intelligence into structured models • Exceptional attention to numerical detail • Coachability and intellectual curiosity • High accountability for output quality • Punctuality and reliability in a distributed team setting • Ability to work a split shift with some overlap with the client’s time zone

🏖️ Benefits

• In-person training programs during the first 3.5 weeks • Benefits and compensation information shared during the offer process

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