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)