Financial Modeling Specialist

Financial Analyst & Modeling Specialist

Position Overview
We're seeking a highly trustworthy Financial Analyst who can create innovative solutions using XERO and modern financial tools. This role goes beyond data entry—we want someone who embraces automation, values accuracy, and can translate complex financial data into actionable insights for our clients across retail and commercial services.

The Opportunity
+ Befitting rewards: ?14,000 - ?20,500 paid weekly
+ Hours: flexible around your schedule
+ Growth potential: Enjoy serving alongside a variety of like-minded clients in various industries
+ Career progression: Clear path from data entry into strategic financial consulting
+ Oversight structure: Work alongside a US-based fractional CFO who provides guidance and validates recommendations. Massive mentorship opp! 
+ Long-term development: Safely working inside an established agency with transparent culture 

Your Journey With Us
Sprout as part of our growing Filipino finance team and build trust through excellent service. You'll graduate from basic financial records to helping clients make strategic decisions about properly timing new hires, smart expansion, and product launches. Eventually, you'll mature into a financial advisor role, creating comprehensive recommendations that our US-based counterpart will review and validate.

Core Responsibilities

1. Automation & System Integration (Priority Focus)
+ Establish streamlined systems using automation tools like Claude, ---------- , or n8n
+ Integrate financial systems using APIs to eliminate manual data entry (vital) 
+ Set up automations for receipt processing, expense tracking, and invoice management
+ Help transition clients from systems like QuickBooks over to XERO 
+ Goal: Achieve 84%+ automation before any manual data entry or adjustments 

2. Strategic Financial Analysis & Modeling
+ Develop a comprehensive financial dashboard inside XERO
+ Run realistic projections and timelines to key milestones
+ Answer vital business questions such as:
  - When can we safely deploy the next product line?
  - What metrics must be healthy before opening additional retail locations?
  - Should we payroll a wholesale distributor for local grocery routes?
  - How many days at what net sales volume will make us breakeven on current floating inventory?

3. KPI Dashboard Development & Reporting
+ Create dashboards with the top 10 metrics that guide companies to success
+ Interlace numbers from all departments to identify profit leaks
+ Distinguish true net proceeds 

4. Tax Strategy & Compliance Support
+ Collaborate with American CPA tax advisor 
+ Explain the difference between accounting and bookkeeping 
+ Note: We do not pay for tax code research—ongoing industry education is your responsibility, Claude can be quite helpful in this regard 

5. Client-Specific Analysis
Retail Clients: Inventory planning, location analysis, retail rack rent calculations, week-over-week projections
Commercial Services: Multi-client financial oversight, department segmenting, subcontractor vs. employee status  


Technical Skills
+ Bachelor's degree in Finance, Accounting, or related field strongly preferred

Personal & Professional Qualities
+ Exceptional trustworthiness with a significant track record of transparency
+ Excellent communication skills in written and verbal English
+ Multiple verifiable references that speak to your integrity and reliability
+ Strong passion for ethical business practices and the Great Commission
+ Detail-oriented with superior problem-solving abilities
+ Commitment to continuous learning and professional development

Your Approach and Mindset
The ideal candidate:
+ Embraces technology and automation over manual processes
+ Values efficiency and looks for ways to "compress the workflow"
+ Understands that trust must be earned gradually with clients
+ Approaches accounting as a system-building exercise, not just data entry
+ Has natural aptitude for numbers that others recognize
+ Works as an excellent teammate with U.S.-based oversight
+ Recognizes that our business serves a higher purpose—we aggressively give from our true net proceeds

Work Requirements
+ Time tracking: Accurate logging using our time tracking system
+ Communication: Regular updates via Telegram and Slack
+ Independence: Ability to work autonomously while meeting deadlines
+ Confidentiality: Strict commitment to maintaining client confidentiality
+ Flexibility: Willingness to start with partial client accounting needs and grow

Application Process
1. Submit: Resume/CV, cover letter, and references
2. Written Interview: Complete detailed questionnaire about your approach
- Key Question: "What makes you different than the last four people we had to fire?"
3. AI Tool Demonstration: Show your ability to solve client problems (audio submission)
4. Final Interview: Zoom call with our team

About Our Agency
We are a faith-based organization that values integrity, innovation, and excellent service. We connect skilled professionals with vetted clients who share our values. Our focus is on building long-term relationships based on trust and results, recognizing that our business serves God's purposes.

We've helped many professionals build comfortable, sustainable careers through our network of clients, and we're looking for someone who can grow with us from basic financial management to comprehensive financial advisory services.

Application Requirements
+ Set up a Telegram account with your professional image (primary communication tool)
+ Provide multiple references we can validate
+ Demonstrate commitment to ethical business practices
+ Show readiness to learn and adapt to our automation-first approach

We look forward to welcoming a dedicated Financial Analyst to our growing team who understands that wisdom, not just manual data entry, is what creates lasting value for our clients.