Financial Planning Analyst

About Celeste Celeste Business Advisors LLP is a Fractional CFO and FP&A advisory firm helping founders and leadership teams make better decisions with clear reporting, cash flow visibility, and practical business strategy. We work with service businesses, agencies, SaaS, and D2C brands across India, the USA, and Canada. Role Overview This role is for someone who can turn financial data into client-ready insights .

You will write monthly and quarterly reports, explain performance drivers, highlight risks, and recommend actions. You will also join client conversations and communicate clearly with founders and operators. What You Will Do Write monthly client reports: performance summary, variance analysis, KPI insights, risks, recommendations Convert financial statements into clear narratives that founders understand Identify drivers behind revenue, margin, cash flow, AR aging, utilization, CAC, retention, and operating leverage Create decision memos for pricing, hiring, marketing spend, expansion, and cost optimization Present insights on calls, handle follow-up questions, and document key decisions Maintain report templates, QA checklists, and standard language for consistency Must-Have Skills Strong business writing with clear structure and crisp logic Strong analytical thinking and ability to connect numbers to business outcomes Working knowledge of P&L, Balance Sheet, and cash flow basics High ownership, high attention to detail, and strong client communication Nice to Have FP&A, consulting, audit, or CFO office experience Familiarity with QuickBooks Online or Xero reporting Dashboard tools like Fathom, Power BI, Looker Studio, Tableau Experience in SaaS, agencies, professional services, or D2C e-commerce How We Evaluate You Writing quality and clarity Strength and practicality of recommendations Confidence in client communication Accuracy and consistency in reporting outputs Apply Please submit: Resume A writing sample (client report, memo, or structured analysis) - Masked report. (MUST for us to consider your application)