Financial and Accounting Analyst

Job Title: Financial and Accounting Analyst

Geography / Location: Remote

Company Information:

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 on Operational Improvement, Due Diligence, Market Sizing, and Value Creation 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 170 engagements, we have also entered the Principal Investing arena, closing our first deal on a Printed Circuit Board Manufacturing company in September 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

Job Description:

This hybrid role combines core accounting responsibilities with financial analysis and reporting. You will support senior leadership by delivering accurate financial reports, insightful analysis, and reliable execution of accounting processes. Designed to provide hands-on exposure across both operational and strategic finance, this position is ideal for professionals looking to deepen their expertise in a dynamic, fast-paced, and global environment.

Responsibility:

• Collect, organize, and analyze financial data from various sources to ensure accuracy, completeness, and consistency across systems.

• Prepare and present financial reports, including revenue recognition, variance analysis, weekly sales metrics, and financial forecasts for senior management.

• Lead or contribute to the annual budgeting and financial forecasting process, providing data-driven insights and recommendations.

• Conduct financial modeling and analysis, including sensitivity analysis, scenario planning, and translating raw data into actionable insights.

• Collaborate with cross-functional teams to gather data and provide financial insights for decision-making.

• Prepare executive-ready materials by converting financial data and analysis into clear, structured presentations and summaries (e.g., decks, reports).

• Perform day-to-day accounting activities, including accounts payable and receivable, general ledger maintenance, reconciliations (e.g., payroll, bank, cash, credit card), and cash flow monitoring.

• Handle compliance and closing activities, such as tax filings, audit preparation, internal control documentation, and monthly/quarterly closing processes.

• Assist in the roll-forward of monthly financials and maintain planning files aligned with reporting cycles.

• Identify and recommend improvements in accounting processes, reporting, and system efficiency.

• Support ad hoc analysis and reporting as needed.

Qualification:

• Candidate must possess at least bachelor's degree in Finance, Accounting, Banking or a related field.

• 3–5 years of combined experience in accounting and financial analysis, including financial modelling, reporting, and month-end close activities.

• Solid knowledge of accounting principles (GAAP or IFRS) and financial reporting standards.

• Advanced proficiency in Excel for data analysis and financial modelling.

• Proficiency in PowerPoint with the ability to structure and present complex financial content in a clear and executive-ready format.

• Proficiency in Power BI, including creating dashboards, automating reporting, and modelling data for analysis and presentation.

• Familiarity with ERP systems such as NetSuite, QuickBooks, Acumatica, Accurate, or SAP; NetSuite experience is highly preferred.

• Strong analytical and problem-solving abilities with attention to detail.

• Strong written and verbal English communication skills; able to work in a fully English-speaking environment.

• Positive, growth-oriented mindset with the ability to thrive in a fast-paced, intellectually demanding, and client-focused environment.

• Have good interpersonal skills. Able to work collaboratively with cross-functional teams and build strong working relationships

• Available to work following to 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

Benefits:

• Compensation above market share and incentives based on performance

Interested candidates should submit a resume and cover letter to HR (HR at )

Please visit our website at to learn more about us