Daniel P. O’Reilly and Company (DPO&Co.) is a boutique strategy consulting firm that specializes in rapidly delivering value to our clients. We engage with Private Equity firms and traditional corporate clients on projects similar to those done at A.T Kearney, McKinsey, Bain, BCG, Strategy&, etc. Additionally, our BPO (Business Process Outsourcing) services are specifically targeted to mid-market clients to improve any inefficiency in the back-office functions by leveraging labor cost arbitrage and time zone difference. BPO performs several services, including Finance & Accounting, CRM, Supply Chain, Data Analytics, HR, Admin functions, and many more based on our clients’ specific needs. After several successful years and completing over 50 engagements, we have also entered the Principal Investing arena, closing our first deal on a Printed Circuit Board Manufacturing company in September 2020. The team spans globally with team members in Chicago, Puerto Rico, New Delhi, Colombia, Indonesia, and Philippines. Our BPO team has tripled since 2020 and we are looking for new team members who could elevate our team’s experience and skills to the next level! Responsibility: Collect, organize, and analyze financial data from various sources to ensure accuracy and completeness Assist in preparing and distributing financial reports, including variance analysis, performance metrics, and financial forecasts Support the development of annual budgets and financial forecasts, providing insights and recommendations to improve financial performance Contribute to financial modeling and analysis, including sensitivity analysis and scenario planning Collaborate with cross-functional teams to gather data and provide financial insights that support decision-making across the Asset Management function Assist with accounting-related tasks and reconciliations to ensure financial data integrity Perform ad hoc financial and accounting analysis as needed Qualification: Candidate must possess at least bachelor's degree in finance/ accountancy/ Banking or equivalent A strong finance background, with hands-on experience in financial modeling and data analysis Advanced proficiency in Excel, including building complex models and manipulating large datasets Proficiency in Power BI, with the ability to design dashboards, automate reporting processes, and model data for effective analysis and presentation Experience with ERP systems (e.g., QuickBooks, Accurate, Oracle, SAP, etc) is a plus Good analytical and problem-solving abilities with attention to detail Strong communication and English proficiency – able to communicate in a fully English environment Must be able to produce results in a fast-paced, intellectually intense, client-centric environment Have good interpersonal skills . Able to work collaboratively with cross-functional teams and build strong working relationships Available to work following of US working hours Available to join ASAP Basic Job Requirements: Conform to our values: honest with integrity, humble, respectful, and fair, committed, and has exceptional analytical skills Structured thinker: Capable of providing structure and order to what is often a vast amount of information; successful candidates do not lose sight of the high-level strategy and organize thoughts and activities in a logical manner Results-oriented: The successful candidate carefully examines the intended impact of action and understands that our firm’s activities must lead to actions, which in turn lead to measurable results for both our clients and our firm Team player: Thrives on engaging in discussion with colleagues to develop impactful solutions; reaches out proactively to others for input; works as a thought partner Detail-oriented: An individual who takes personal pride in being certain that all aspects of an assignment are completed correctly Excellent organizational, communication, and interpersonal skills; able to communicate confidently and professionally with C-Suite leaders, board members, and PE Owners Candidates must be able to produce results in a fast-paced, intellectually intense, client-oriented environment – will be judged on outputs, not inputs Strong communication to convey complex concepts in PowerPoint, emails, and verbally Strong Microsoft Excel skills to help other team members solve the problem Compensation above market share and incentives based on performance Interested candidates should submit a resume and cover letter to HR (HR at HR@dpoandco.com) Please visit our website at www.dpoandco.com/bpo to learn more about us! Seniority level Seniority level Entry level Employment type Employment type Full-time Job function Job function Finance and Sales Industries Business Consulting and Services Referrals increase your chances of interviewing at DPO&Co. - DPO Consulting and Investing, LLC by 2x Sign in to set job alerts for “Financial Planning Analyst” roles. Financial and Investment Analyst - AI trainer Bogota, D.C., Capital District, Colombia 3 weeks ago Bogota, D.C., Capital District, Colombia 1 day ago Bogota, D.C., Capital District, Colombia 5 months ago Bogota, D.C., Capital District, Colombia 1 month ago Bogota, D.C., Capital District, Colombia 1 week ago Financial Planning and Analysis Specialist Quantitative Financial Specialist- Treasury & Risk Bogota, D.C., Capital District, Colombia 1 week ago Senior Fusion Financials Functional Analyst We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr