Forecasting & Financial Analysis

• Prepare and maintain straightforward financial forecasts and projections.

• Support cash flow planning and other forward-looking financial analysis.

• Analyze historical and current financial performance to help inform business decisions.

• Assist with financial analysis relating to commercial credit, loan financing, and other business requirements where needed.

• Translate financial data into clear and structured information for senior team members.

• Flag unusual movements, inconsistencies, or areas that warrant further investigation.

The modeling requirements for this role are relatively straightforward. You won't be expected to build complex valuation or transaction models; the emphasis is on strong financial fundamentals, accurate reporting, practical forecasting, and understanding what the numbers mean for the business.

Strategic Advisory & Research Support

• Prepare financial information and analysis used by senior team members in client-facing strategic advisory work.

• Conduct business, financial, market, or industry research where required for client assignments.

• Gather and structure information needed to support strategic recommendations.

• Help turn financial and research findings into clear reports, presentations, and other client-facing materials.

• Support senior team members with ad hoc analysis for different business challenges and opportunities.

• Develop an understanding of each client's business model, operations, and commercial environment rather than looking at financial information in isolation.

Client & Project Support

• Work across multiple client accounts and adapt to different industries, business models, and reporting requirements.

• Support project coordination, documentation, and follow-up across advisory engagements.

• Manage recurring deliverables and ensure financial information is prepared accurately and on time.

• Assist with broader analytical and administrative requirements connected to client projects.

• Take increasing ownership of client work as your understanding and capabilities develop.

What We’re Looking For

Must-Haves

• Ideally 3–5 years of relevant experience in financial analysis, accounting, FP&A, management reporting, corporate services, or a similar finance-focused environment. However, practical capability is more important to us than a specific number of years.

• Academic background in Finance, Accounting, Economics, Business, or a related field.

• Strong understanding of P&Ls, balance sheets, and cash flow statements and how they work together.

• Hands-on experience preparing and analyzing financial reports and management information.

• Comfortable preparing straightforward forecasts and financial projections.

• Strong numerical, analytical, and problem-solving skills.

• Strong spreadsheet skills and confidence working with financial data.

• Excellent attention to detail and commitment to accuracy.

• Ability to identify trends, inconsistencies, and relevant insights from financial information.

• Ability to work across multiple clients, assignments, and deadlines.

• Strong organizational skills and ability to learn new systems and processes quickly.

• Strong written and verbal English communication skills.

• Ability to work independently, take ownership of deliverables, and recognize when issues need to be escalated.

Nice-to-Haves

• Experience in professional services, corporate consultancy, accounting, FP&A, or financial advisory.

• Experience supporting multiple external client accounts.

• Experience working with SMEs or service-based businesses.

• Exposure to healthcare, medical, dental, government, or other professional-services clients.

• Understanding of commercial lending, loan financing, or credit analysis.

• Experience preparing management reports and financial projections.

• Previous exposure to strategic advisory or consulting projects.

• Experience conducting business, market, or industry research.

• Experience managing or supporting financial back-office operations for non-finance businesses.

• Experience working across multiple industries.

Ideal Candidate Profile

You’re someone who is strong with numbers but also interested in the business behind them.

You can confidently work with P&Ls, balance sheets, and cash flows, prepare reliable financial reporting, maintain forecasts, and spot when something doesn’t look right. At the same time, you’re curious about why the numbers are moving and what they mean for the business.

You may come from accounting, FP&A, financial analysis, consulting, or even a more traditional financial analyst background. What matters most is that you're comfortable with the practical financial work involved and genuinely interested in supporting businesses across a range of financial and strategic challenges.

This could also be a good fit for someone with a more modeling- or transaction-oriented finance background who is looking to move into a role with less emphasis on complex modeling and transactions and greater exposure to ongoing business operations and strategic advisory.

You’re organized, adaptable, commercially curious, and comfortable switching between financial reporting, forecasting, research, and project work across different client engagements.

What Success Looks Like

Success in this role means becoming a reliable extension of the advisory team who can independently manage high-quality financial preparation and analysis across multiple clients.

You’ll progressively reduce the financial preparation required from senior team members by ensuring reports, financial packs, forecasts, research, and supporting information are accurate, well-structured, and ready for use in strategic discussions.

As your understanding of the clients and advisory work develops, there will be opportunities to take on greater responsibility across financial analysis, research, strategic advisory, and project support.

Why Join?

• Gain exposure to the financial operations and strategic challenges of multiple businesses and industries.

• Work closely with experienced professionals on real-world client advisory engagements.

• Build experience beyond traditional accounting or financial reporting into research and strategic advisory.

• Take meaningful ownership of client work rather than being limited to one narrow finance function.

• Develop a broader understanding of how financial information supports business strategy and decision-making.

• Opportunity to grow into greater advisory and project responsibilities over time.

• Join a fully remote team with a long-term opportunity for professional development.

Recruitment Process

1. Initial Interview with Bamboo Works

2. Client Interview

3. Practical Financial Assessment for Finalists

4. Offer & Onboarding

The practical assessment will take place after the client interview stage and will only be completed by final shortlisted candidates.

Originally posted on Himalayas