Job Description
Job Summary
- A senior analytical role supporting the Principal across a multi-business portfolio by delivering a single, decision-ready view of financial and performance intelligence.
- Combines financial analysis, executive decision support, and AI-enabled data insight to improve visibility, speed, and strategic action.
Responsibilities
Financial Intelligence & Consolidation:
- Consolidate financial and performance data across entities
- Analyze revenue, costs, cash flow, and profitability trends
- Detect anomalies, risks, and leakages
- Use AI tools for automation, anomaly detection, and predictive insight
- Produce weekly and monthly executive financial briefs
- Validate data with internal/external finance teams.
Performance Monitoring & Insight:
- Define and track KPIs across businesses
- Build dashboards and performance reports
- Translate complex data into executive insights
- Flag early risk signals and escalation points.
Executive Decision Support:
- Prepare data-backed briefs and meeting notes
- Review and distill reports and proposals
- Track executive decisions and follow-through
- Handle sensitive information with discretion.
Reporting & Coordination:
- Standardize cross-business reporting formats
- Coordinate reporting timelines and submissions
- Maintain a central intelligence repository.
Strategic Projects:
- Support investment and expansion analysis
- Conduct scenario and basic financial modeling
- Provide analytics for restructuring or optimization efforts.
KPIs
- Clear, decision-ready executive insight
- On-time weekly/monthly reporting
- Early risk identification
- Improved portfolio visibility
- Faster, data-driven executive decisions
- Reduced data consolidation time
- Strong execution follow-up tracking.
Requirements
- Experience consolidating and analyzing multi-entity financial data
- Strong financial statement and cash flow analysis skills
- Advanced Excel / Google Sheets; dashboard proficiency
- Familiar with financial reporting systems
- Comfortable using AI-enabled analytics tools
- Proven support to senior executives or founders
- High discretion, accuracy, and reliability
- Clear, confident communicator.