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.