Remote/PT Small Business Financial Analyst

The ideal candidate has a strong background in finance and can apply and adapt this knowledge to the small business environment. This employee has a heart for business and business owners, being committed to the company vision of creating better futures through business by empowering business owners to create predictable profits to grow and scale without burnout. You’ll love finding paths to help create stability and security in our client’s finances and ultimately help guide them to better financial habits and greater profitability. You’ll champion and enhance the established process while finding ways to be more productive, efficient, and effective with company resources. The ideal candidate is a life-long learner and explorer who has strong emotional intelligence and thrives in a collaborative atmosphere. A natural, quick thinker, you like problem-solving and finding solutions to move our clients and businesses forward. Essential Duties and Responsibilities: • Manage monthly client financial report system that identifies opportunities to improve a client’s financial position and key performance indicator (kpi) performance. Provide strategic recommendations utilizing Company technology and tools. • Create and implement improvements to the financial reporting system as necessary. • Create and maintain client budgets, forecasts, and profit plans. • Prepare and conduct quarterly client financial reviews with strategic recommendations. • Act as a financial subject matter expert to collaborate with the business strategist on one-off projects to answer clients' financial considerations and drive business strategy. • Conduct and collaborate with the team to compile and deliver business audit reports and determine KPIs for new clients. • Educating clients on financial literacy in an impactful and empowering way. • Support the client experience through proper documentation within the client management system and maintaining internal standards for style and organization. • Personify the values, mission, and vision of the Company. • Willing to play an active part in building the fractional CFO client base through marketing, lead generation, and sales support. Education and/or Work Experience Requirements: • 10 Years + of experience in business finance and financial planning/reporting • Experience working with a variety of financial reporting structures (cash and accrual), business entities (S Corp, C Corp, Sole Proprietorship and LLCs), and industries (service and product businesses), • Good personal time management, organization, interpersonal, and communication skills through digital and virtual methods. • Thrive in a collaborative and remote team environment. • Able to adjust, improve, and adopt new technologies, strategies, or processes. • Ability to build dynamic financial forecasts using Excel and Google Sheets. • CPA, CMA desirable. • Remote, Part-time, must reside in Texas. • A laptop and excellent/strong Wi-Fi are a must. • Must be available during the workday for internal and client meetings. Key Performance Indicators (KPIs): • On-time and consistency of monthly reporting • Client Results & Satisfaction • Completion of Client Management System and Organization of shared client files. Benefits of working at Your Biz Rules: Freedom and Autonomy • At Your Biz Rules, we empower our team to own their roles and make impactful decisions. We trust our team members to manage their work creatively and independently, focusing on outcomes rather than micromanagement. Collaborative Team Spirit • We believe in the power of teamwork. Our collaborative environment encourages everyone to share ideas, support one another, and celebrate wins together. We back each other up because success is a team effort. Remote-First, Texas-Based Flexibility • Work from where you thrive—within Texas! While we are a remote-first company, our team members must maintain a permanent Texas address. We embrace the entrepreneurial spirit, fostering flexibility and innovation in our work. Inclusive and Supportive Culture • Your Biz Rules is a place where everyone belongs. Our culture is accepting, inclusive, and rooted in positivity. We support each other’s personal and professional growth in a judgment-free environment. Flexible Work Arrangements • At Your Biz Rules, we respect our team members and recognize that you are a capable, responsible part of the team. We offer flexible schedules and working arrangements so you can balance your professional and personal life while consistently meeting deadlines, exceeding expectations, and delivering exceptional work. Growth and Connection • We invest in our team through opportunities for learning, professional development, and in-person team experiences. We’re committed to helping you grow, both in your career and as part of a connected and thriving team.