Frequency
Occasionally Found.
Typically appears in larger small businesses ($10M+ in revenue), especially those with private equity backing, complex operations, or active strategic planning. Often supports the CFO or Controller.
Industry Zones
Daily Plan
Build and update financial models (forecasts, budgets, scenarios)
Analyze performance trends and key metrics
Prepare monthly reporting packages for leadership or investors
Support pricing, margin, and investment decisions
Collaborate with accounting, ops, and sales to improve visibility
Dig into ad hoc questions: “What if?” “Why now?” “What’s changing?
Core Requirements
Advanced Excel/Google Sheets wizardry
Strong understanding of financial statements and metrics
Experience with budgeting and forecasting
Analytical mindset with business acumen
Comfortable building reports and dashboards
Bonus: SQL, Python, or ERP/reporting tools
