Profit / Financial Analyst For SMEs

Company Overview:
Our company specialises in providing profit and wealth coaching to small businesses within the professional services, coaching, consulting, trades, allied health and fitness industries.

Our clients rely on us to make sense of their financials, enabling them to improve profitability, increase cash flow, and build personal wealth.

Job Description:
We are currently seeking a highly skilled Profit Analyst to join our team. In this role, you will analyse financial data and provide insightful financial forecasts that support our clients’ decision-making processes. You will help them comprehend their financial situation, ultimately guiding them towards making better-informed financial decisions.

Your role will be varied and fast-paced involving financial analysis, strategic advisory and coaching. There is no requirement for bookkeeping or reconciliation and is a strictly advisory and analysis-based role.

From this role, you will have a clear pathway to progressing into the following;

Senior Profit Analyst – work directly with your own private clients to coach and mentor them to improve their profits, boost their business value and build more wealth
Profit Analyst Team Leader – lead and manage a team of Profit Analysts and help them build their career in advisory and coaching along with designing educational tools and programs to help our clients
Financial Controller – work directly with us and our portfolio of businesses to navigate our own financial strategy including mergers and acquisitions due diligence.

Key Responsibilities:

1. Analyse and interpret complex financial data, distilling it into actionable information that can be understood by our clients, who are typically not financially minded.

2. Use advanced financial modelling, forecasting, and trend analysis to create detailed reports and projections that will inform client decisions.

3. Utilise financial software tools to conduct thorough analyses and present findings in an easy-to-understand manner. Experience with Xero, Quickbooks, MYOB and FathomHQ is a plus

4. Understand, interpret, and advise on key business KPIs and metrics, as well as profit and loss, balance sheet, and cash flow statements.

5. Identify and recommend strategies to improve profit and cash flow based on insights derived from financial analyses.

Candidate Profile:
The ideal candidate will have a solid background in finance and a strong understanding of business metrics, financial statements, and profitability strategies. They can distil complex financial data into straightforward, understandable insights for our clients.

Key Qualifications:

1. Proven experience in financial modelling, forecasting, and trend analysis.

2. Proficiency in using financial software.

3. Excellent communication and presentation skills, with the ability to break down complex financial information for non-financially minded individuals.

4. A deep understanding of profit and loss, balance sheet, and cash flow statements.

5. Knowledge of business KPIs and metrics, and the ability to identify strategies to improve profit and cash flow.

If you are a self-motivated, analytical thinker with a knack for making financial data understandable, we would love to hear from you. Apply now to become a key part of a team committed to helping businesses make smarter financial decisions.

To be considered for the role, your application must include the following;

1. Imagine one of our clients is experiencing a steady decrease in profits but an increase in sales. What potential issues could be causing this, and how would you investigate?

2. Please describe a financial model you have developed in the past. What was its purpose, what challenges did you face, and what was the outcome?

3. How would you explain the importance of understanding cash flow to a non-financially minded small business owner?

Looking forward to reviewing your application!