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Manila, Philippines
Remote only
Locations: Philippines, Latin America and South Africa (100% Remote)
Employment Type: Full-time Independent Contractor (exclusive commitment)
Compensation: Competitive and commensurate with the candidate's market rate, experience, skills, and overall qualifications
Be the analytical engine behind every great CFO decision. You'll own the FP&A execution, financial modeling, and KPI infrastructure that lets fractional CFOs focus on strategy — across a portfolio of high-growth consumer and retail brands.
ABOUT THE ROLE
You'll serve as the analytical and operational backbone of a pod-based delivery model — partnering with a Client CFO and a controllership/bookkeeping team to support multiple consumer and retail brands. You'll own the FP&A execution: three-statement models, rolling forecasts, KPI dashboards, board materials, and the analytical work that turns numbers into decisions.
Today, the CFOs you support spend roughly 70% of their time on reporting, analytics, and model maintenance. That's not the highest use of a CFO's time. You change that. You take ownership of the analytical engine so CFOs can operate at the level their clients deserve — strategic planning, capital allocation, and being a real thought partner to founders.
This role demands the technical depth of an investment banker, the commercial judgment to advise operators directly, and the professional maturity to step into client meetings independently when a CFO isn't available. You should be equally comfortable building a three-statement model from scratch and walking a VP of Supply Chain through the margin implications of a new vendor contract.
The Ideal Candidate
You build models the way an IB analyst builds models — clean, auditable, dynamic
You can read a P&L like a story and tell anyone in the room what's actually happening
You hold your own with founders, operators, and functional heads — finance person or not
You see recurring work as a systems problem, not a workload problem
You thrive in lean, high-performance environments where outcomes matter more than tenure
WHAT YOU'LL OWN
Financial Modeling, Forecasting & Reporting
Own the analytical engine.
Build and maintain dynamic 1/3/5-year financial models (three-statement, scenario analysis, sensitivity tables)
Own rolling forecasts, annual budgets, and variance analysis across a portfolio of clients
Develop and manage KPI dashboards, executive reporting packages, and board-ready materials
Drive margin analysis, demand planning, and unit economics reviews
Ensure data integrity by partnering with internal accounting and controllership teams on reconciliations and close outputs
CFO Pod Support & Client Coverage
Be the CFO's primary analytical partner.
Serve as the analytical lead to Client CFOs across multiple engagements
Prepare materials and analysis for board meetings, investor calls, and strategic planning sessions
Step into client meetings independently when needed — engaging directly with marketing, supply chain, operations, and other functional leaders
Provide decision support on commercial questions: pricing, channel mix, inventory planning, vendor negotiations
Translate complex financial data into clear, actionable insights for non-finance stakeholders
Capital Markets & Strategic Advisory Support
Show up for the deal moments.
Support fundraising and M&A: investor decks, data rooms, credit packs, due diligence materials
Assist with debt strategy, capital allocation scenarios, and cash runway planning
Build and maintain lender and investor reporting packages
Provide deal-time analytical support: LOI evaluation, term sheet comparison, closing mechanics
Workflow Optimization & Systems Thinking
Make every cycle faster than the last.
Templatize, automate, and scale recurring analytical workflows across engagements
Use Excel, Google Sheets, AI platforms (Claude, ChatGPT), and automation tools to deliver faster and smarter
Document SOPs and contribute to internal playbooks and the firm's knowledge base
Identify opportunities to improve reporting cadence, data pipelines, and analytical infrastructure
WHAT YOU'LL BRING
8+ years of progressive experience in finance, FP&A, investment banking, private equity, or corporate finance
2+ years of U.S. accounting/finance experience
Prior experience in a multi-client or portfolio support role (fractional, consulting, PE operating, or multi-entity environment)
Investment banking or private equity background strongly preferred
Deep understanding of consumer business models — DTC, retail, omnichannel, wholesale
Advanced financial modeling skills: multi-year three-statement models, DCF, LBO, scenario analysis
Strong working knowledge of accounting principles (accrual vs. cash, revenue recognition, COGS, inventory accounting)
Experience with accounting platforms (QuickBooks Online, NetSuite, Xero) and BI/reporting tools
Ability to synthesize complex data into executive-ready insights and communicate with confidence to senior stakeholders
Comfortable operating independently in client-facing settings with cross-functional leaders
Confident written and spoken English; client-facing presence
Comfortable working U.S. business hours (night shift, PH-based)
Preferred (nice to have):
Strong experience with LLMs (Claude, ChatGPT) and automation platforms
CPA, CFA, or MBA
Direct exposure to CPG, beauty, or DTC brands
HOW WE WORK
Quality: IB-grade modeling, audit-ready workpapers, and board-ready outputs — every time
Security: MFA, least-privilege access, and secure file sharing are non-negotiable
Collaboration: Slack/Zoom/Teams standups, pod-based delivery, and predictable review cycles
WHY CAS IS DIFFERENT
We are not a gig platform. We are not a freelance marketplace. We are not short-term staffing.
We invest in professionals who want to build a real career serving U.S. clients. At CAS, you get:
Career-level USD compensation based on experience and scope (senior-level positioning for this role)
Permanent remote work — done right
Full company equipment provided (laptop, monitor, accessories)
15 days PTO annually + local holidays off
Guaranteed annual increases
Referral rewards up to $1,000
Monthly flexible stipend (CAS Flex Perks)
Structured onboarding and support
A culture that actually shows up
CONTRACT & EXCLUSIVITY
Full-time Independent Contractor opportunity open to candidates in the Philippines, Latin America, and South Africa. This role requires an exclusive full-time commitment. Candidates must not engage in other employment or freelance work that creates a conflict of interest or affects their ability to meet the expectations of the role. Conflict-of-interest checks may apply.
APPLICATION PROCESS
Application & Prescreening
Technical Assessment
Profile and Pre-interview Preparation
Client Interview
Employment Offer and Onboarding
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