Finance Advisory Specialist

Job Description:

Finance Advisory Specialist 
 
About the Role
We are seeking a results-driven and detail-oriented Finance Advisory Specialist
with proven expertise in US financial processes. The ideal candidate will have a
strong background in financial modeling, budgeting, reporting, and bookkeeping,
with a particular focus on the SaaS industry. This role requires direct
collaboration with US-based clients and stakeholders, ensuring financial
accuracy, strategic insight, and operational excellence.
 
Key Responsibilities
Financial Modeling & Analysis:
• Develop, maintain, and refine robust financial models to support
forecasting, budgeting, and strategic decision-making, with a strong emphasis on
SaaS-specific metrics
• Partner with advisory clients to ensure financial projections align with long-
term business objectives
• Conduct in-depth analysis of cash flows, variances, and performance
indicators
 
Bookkeeping & Accounting:
• Oversee daily bookkeeping operations including accounts
payable/receivable, general ledger maintenance, and bank reconciliations
• Ensure all financial transactions are recorded in compliance with US GAAP
, particularly with regard to SaaS revenue recognition standards (ASC 606).
• Manage payroll processing in collaboration with third-party service
providers.
 
Financial Reporting:
• Prepare accurate and timely financial reports including profit & loss
statements, balance sheets, and cash flow statements.
• Track and report on SaaS-specific KPIs, helping clients make informed
financial decisions.
 
Collaboration & Process Improvement:
• Liaise closely with US-based finance teams and clients to deliver updates,
insights, and reporting on financial performance.
• Identify and implement process improvements and automation
opportunities to enhance operational efficiency.
 
Required Skills and Qualifications

• Bachelor’s degree in Accounting, Finance, or related discipline (MBA
Finance or CA Inter preferred).
• Minimum of 4 years of relevant experience in financial analysis,
accounting, and modeling, ideally within the SaaS domain.
• Strong understanding of US accounting standards and SaaS-specific
financial frameworks (e.g., ASC 606).
• Hands-on experience with accounting tools such as QuickBooks Online,
Xero, NetSuite, and familiarity with remote platforms such as Ramp, Stripe,
Justworks, and Slack.
• Advanced proficiency in Microsoft Excel, including pivot tables, formulas,
and financial modeling.
 
Key Skills
• Excellent client communication and relationship management.
• Strong financial reporting and analytical abilities.
• Deep knowledge of US GAAP and SaaS accounting standards.
• Exceptional attention to detail and accuracy.
• Ability to manage multiple priorities and meet deadlines.
 
What We Offer
• Opportunity to work directly with US-based clients in a dynamic and fast-
paced environment.
• Exposure to SaaS-focused financial advisory practices and modern
accounting tools.
• Career growth through mentorship, performance-based evaluations, and
learning opportunities.
• Supportive and collaborative work culture.
• Competitive compensation and benefits package.