Financial Advisory Specialist

• Investigate historical performance trends, identify unusual movements, and uncover root causes when revenue growth fails to generate expected profitability.

• Identify financial and operational risks, anomalies, and inconsistencies reflected in client historical data.

• Maintain and populate established financial models, supporting schedules, and core baseline calculations.

• Support financial forecasts and rolling cash projections, including detailed 13-week cash flow schedules.

Operational Diagnostics & External Data Integration

• Integrate curated third-party market, operational, and risk intelligence—sourced from providers such as Simply Analytics, Dun & Bradstreet, and specialized industry databases—into diagnostic models.

• Synthesize quantitative market benchmarks with company-specific financial indicators to highlight competitive positioning and operational performance gaps.

• Identify and quantify operational improvement opportunities to inform the strategy and optimization phases of diagnostic engagements.

Diagnostic Reporting & Client Presentations

• Prepare, structure, and update client-facing diagnostic decks in live Google Slides formats, maintaining strict consistency between presentation decks and underlying models.

• Translate detailed financial computations into clear, visual charts, structured narrative summaries, and compelling slide layouts.

• Integrate advanced analytics, trend models, and data outputs prepared by cross-functional data science team members into presentation flows.

• Review and refine presentation drafts through internal feedback cycles, executing corrective updates with high accuracy.

AI Validation & Quality Assurance

• Leverage modern AI tools to accelerate analysis, model population, and initial reporting workflows.

• Perform rigorous, line-by-line verification of AI-generated financial calculations, interpretations, and cash forecasts to catch nuances that automated tools overlook.

• Cross-check all conclusions and summaries directly against primary source data to ensure complete analytical integrity.

• Maintain full accountability for the accuracy and precision of all submitted deliverables prior to senior review.

Stakeholder Communication & Advisory Support

• Communicate analytical findings, variances, and financial insights clearly to internal practice leads and engagement reviewers.

• Respond to routine client inquiries regarding diagnostic findings, figures, and methodology with confidence and clarity.

• Resolve straightforward financial questions independently while identifying and escalating true data discrepancies promptly.

Colleagues

You will work directly with the practice leadership and internal financial reviewers who will provide hands-on onboarding into the diagnostic methodology, modeling architecture, and delivery standards. Day-to-day, you will collaborate closely with Data Scientists, US-based financial analysts, and client-facing advisory stakeholders to produce synchronized insights.

At Oceans , you’ll also receive guidance and support from your Operations Manager, who will help you succeed in the role and ensure that you’re continuously growing and developing in your career.

Skills and Qualifications

At Oceans , we believe in T-shaped individuals—those who bring deep expertise in one area,paired with broad curiosity and interests. As a Financial Advisory Specialist, your vertical strength will be financial statement analysis, spreadsheet modeling, and diagnostic reporting, while your horizontal capabilities should span data integration, AI-output validation, and cross-functional client communication.

To excel in this role, you should have:

Experience : Early-career background in corporate finance, financial analysis, business analysis, or accounting (internship experience with strong fundamental knowledge will be considered). Exposure to business consulting,professional services, or the home services sector is advantageous.

Tools & Systems: Strong hands-on proficiency in Google Sheets and Google Slides (or equivalent advanced Excel and PowerPoint skills). Familiarity with leveraging AI-assisted research and productivity tools is required.

Analytics & Process: Solid grasp of three-statement financial mechanics with the ability to explain how income statements, balance sheets, and cash flow statements interconnect. Demonstrated ability to spot numerical anomalies,audit financial formulas, and integrate third-party market intelligence into structured models.

Mindset: Exceptional attention to numerical detail, coachability, intellectual curiosity, and high accountability for output quality. Punctual and reliable in managing commitments within a distributed team setting.

During the interview process, you’ll have the opportunity to showcase your skills in the following areas:

Three-Statement Financial Mechanics: Can you walk through the income statement, balance sheet, and cash flow statement, explaining how adjustments in one ripple through the others?

Financial Modeling & Formula Auditing: How do you approach populating financial templates, verifying model assumptions, and troubleshooting formulaic inconsistencies?

Analytical Skepticism & AI Validation: How do you inspect and audit AI-generated outputs or complex data sets to ensure complete accuracy before delivery?

Diagnostic Storytelling: How do you translate complex financial trends, margin compressions, and operational metrics into clean, client-ready presentation slides?

Stakeholder Communication: How do you clearly explain analytical observations and address questions from internal managers and external clients?

Diversity of experience is core to Oceans . You are expected to work inclusively with individuals from a variety of backgrounds, ensuring that both personal and collective dignity are supported.

Role Specifications

This is a remote role , where you will be expected to work a split shift with some overlap with our client’s time zone. You will, however, be expected to be present for in-person training programs during your first 3.5 weeks with us. During the offer process, we’ll share more information about our benefits and compensation philosophy, considering both market trends and individual factors.

About Oceans

At Oceans Talent, we connect the world’s top talent with visionary companies building what’s next. Here, you’re not just stepping into another role — you’re joining a team that values individuality, ambition, and growth without limits. Unique, like you.

We’re always excited to share more about our journey, where we’re headed, and how you can grow with us throughout the interview process.

Want to learn more about our recruitment process, what to expect from interviews, and possible outcomes? Check out [The Dive].

Originally posted on Himalayas

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Source: Himalayas