Financial Analyst Full-Time

Zohorecruit; United States; On-site; USD 12,000 - 17,000; Full time

Job summary

Big Ideas seeks a meticulous remote Financial Analyst to support a US-based client in the beauty and wellness space. You will handle FP&A, budgeting, forecasting, and commercial decision support, transforming data into clear models and narratives.

Reporting to the FP&A Manager, you will work across DTC, Amazon, and wholesale channels, building variance analyses and executive-ready reports while driving automation and data integrity. This is a 3‑month freelance contract with potential renewal.

Qualifications

• Bachelor’s Degree in Accounting, Finance, Economics, or related quantitative field.
• 4–5+ years of proven corporate FP&A, commercial finance, or corporate finance experience.
• Experience supporting omnichannel consumer products, retail, or DTC/e‑commerce brands.
• Strong business background and financial acumen.
• REQUIRED QUALIFICATIONS: FP&A, financial reporting, analytics, or finance shared services (4+ years preferred).
• Intermediate SQL: joins, CTEs, aggregation, window functions.
• Advanced Excel and Google Sheets; VBA experience.
• Strong VBA: read, debug and extend a macro-driven workbook.
• Able to read a P&L, understand debits/credits, accruals, gross to net revenue, COGS and gross margin.
• Excellent English, both written and spoken.
• Self-starter with ability to document processes for cold execution.
• REQUIRED TECHNICAL AND OTHER SKILLS: NetSuite, BigQuery, data pipelines, and master data ownership.

Responsibilities

• Operate NetSuite and third‑party file loads into BigQuery; monitor schema changes and fix failures.
• Run two‑stage retailer door sales pipeline; reconcile data in Sheets via Apps Script.
• Produce budget vs actual packs by GL account, dept and channel; draft variance commentary.
• Maintain pricing, profitability models, and monthly/ quarterly FC; ensure data integrity.
• Onboard new master data; maintain internal reporting portal and KPI mappings.
• Support ad hoc analytics, automation, and ad hoc reporting as needed.

Job description

Big Ideas is a fast growing startup based in Manila servicing clients based in the United States by helping them outsource their operations and other business processes to the Philippines.

Big Ideas is seeking a meticulous, commercially minded, and proactive remote Financial Analyst to support our US-based client, a growing company in the beauty and wellness industry. In this role, you will report directly to the FP&A Manager and serve as a core analytical resource responsible for financial planning, budgeting, forecasting, and commercial decision support. Supporting an omnichannel consumer brand footprint spanning direct-to-consumer (Shopify DTC), Amazon marketplace, and wholesale retail partner channels, you will transform transactional data into clear financial models, variance analyses, and strategic executive narratives.

Upon successful completion of the evaluation period, the contractor's performance will be reviewed, potentially leading to a contract renewal that may include a benefits package.

JOB DESCRIPTION

1. Weekly Cadence

Database Support: Operate the existing NetSuite and third party file loads into BigQuery. Extend them to new sources using the patterns already designed. Watch for schema changes and failed loads, and fix the cause rather than re-running. Design changes are specified by FP&A and reviewed before deployment.

2. Weekly and Monthly Cadence

Retailer door sales sync: Run the two-stage pipeline. Excel and VBA calculation engine on Dropbox feeding the Google Sheets values layer through Apps Script. Reconcile door counts and investigate breaks in the source file. Update monthly FC and maintain report backends.

3. Monthly and Quarterly Cadence

Budget versus actuals: Produce the pack across GL account, department and channel. Draft first-pass variance commentary. Maintain the transaction-type dispatch engine and the Description Aliases sheet as new posting patterns appear. Lock latest monthly & Quarterly FC.

Clinic KPI reporting: Produce reports. Maintain the Boulevard service category mapping.

Shipping profitability and 3PL billing: Run the shipping file checks and add new ones when a gap is found. Classify job tickets, flag duplicate orders and quantity convention errors, and keep the profitability model current across accounts.

Field team bonus calculator: Run the Field and Corporate pool calculations. Reconcile the output and confirm caps, gating and payout rates apply correctly before anything is released.

Sales team bonus calculator: Maintain and update the sales lead / customer mapping. Reconcile against the GRTs.

Profitability: Maintain, update and archive Brand Pricing schedules for SKUs

4. Ad Hoc and Continuous Cadence

International pricing calculator: Maintain VAT, Tariff and FX logic. Run new markets and new SKU scenarios. Check margin outcomes against the intended landed cost build.

Master data: Own the customer, vendor and employee master tables, channel and sub-channel tagging, and GL account groupings. Onboard new records ahead of each close rather than after a variance surfaces.

Internal reporting portal: Keep the resource directory (HUB) and its links current as reports move or are replaced.

Pricing: Maintain / update and archive Brand Pricing schedules for SKUs.

Requirements

• QUALIFICATIONS
  
• Bachelor’s Degree with studies in Accounting, Finance, Economics, or related quantitative field. CPA, CMA, or CFA track is an advantage.
  
• Minimum of 4–5+ years of proven corporate experience in Financial Planning & Analysis (FP&A), commercial finance, or corporate finance.
  
• Demonstrable experience supporting omnichannel consumer products, retail, or fast-scaling Direct-to-Consumer (DTC/e-commerce) brand environments.
  
• Strong business background and financial acumen.
  
• REQUIRED QUALIFICATIONS
  
• FP&A, financial reporting, business analytics, or a finance shared services experience (4+ years preferred)
  
• Intermediate SQL. Joins, CTEs, aggregation, window functions. Able to read a long query written by someone else and explain both what it returns and where it would break
  
• Advanced Google Sheets and Excel. Array formulas, QUERY, INDEX/MATCH and XLOOKUP, pivot tables, Power Query or equivalent.
  
• Strong VBA. Able to read, debug and extend an existing macro-driven calculation workbook. Recording macros is not enough on its own.
  
• Able to read a P&L unaided. Understands debits and credits, accruals, gross to net revenue, cost of goods sold and gross margin.
  
• Strong English skills, both verbal and written.
  
• Ability to document all processes for a cold execution.
  
• Comfortable asking questions and escalating issues.
  
• Self-starter. Evidence of self-directed automation preferred. Something you built because the manual version was slow, and you’re able to explain the design choices behind it.
  
• REQUIRED TECHNICAL AND OTHER SKILLS
  
• Intermediate to Advanced skills and proficiency with NetSuite
  
• Advanced Excel & Scripting Mastery: Expert proficiency in Microsoft Excel, complex formula architecture, and VBA calculation engines. Experience with Google Sheets and Google Apps Script integrations.
  
• Database & Data Pipeline Management: Practical experience with NetSuite ERP extractions, BigQuery database file loads, schema monitoring, and third-party data pipelines.
  
• Data Integrity & Master Data Ownership: Hands-on experience maintaining chart of accounts groupings, customer/vendor master tables, and product SKU hierarchies.
  
• SYSTEMS & TECHNOLOGY STACK
  
• Database & Data Warehouse: NetSuite, BigQuery, third party file loads.
  
• Internal Portals & Repositories: Internal reporting portal / resource directory (HUB).
  
• Enterprise ERP & Accounting Systems: NetSuite (cloud ERP) for GL account extraction, department, channel, and master data management.
  
• Highly organized, independent, self-motivated, and detail-oriented team player.
  
• Proactive problem solver who takes initiative without constant direction.
  
• Excellent verbal and written communication skills with the ability to effectively communicate with US-based executive personnel.
  
• PREFERRED QUALIFICATIONS
  
• Experience within the DTC (Direct-to-Consumer), retail, or CPG (Consumer Packaged Goods) beauty, wellness, and clinic services sectors.
  
• Experience as a Freelancer or servicing US clients is a big plus.
  
• Familiarity with Boulevard platform workflows or similar service booking systems.
  
• Knowledge using and having strong prompting skills with AI tools is a big plus.
  
• REQUIREMENTS FOR REMOTE WORK
  
• Eligible to work as a remote freelancer legally or as a contractor based in the Philippines
  
• Natural-born Filipino citizen or Foreigner with a working VISA or permit to work in the Philippines legally.
  
• Has own computer or laptop capable of handling the rigorous demands of work.
  
• Has a fast and reliable internet connection at home (at least 200-300 MBPS)
  
• Has a quiet and distraction free work environment at home.
  
• Willing to work in graveyard shifts or changing shift US schedules.
  

HOURS OF WORK

Work from home. Full-time freelancer, contractual position

8:00AM to 5:00PM PST Mondays to Fridays

8 hours guaranteed shift per work day

With 1 hour daily “lunch break” (unpaid)

US Holidays off and unpaid

PH Holidays are normal working hours / days during the evaluation period

Any overtime needs to be pre-approved by the client

• COMPENSATION: $9 to $12 per hour GROSS rate depending on experience. Payroll is disbursed once a month.
  
• TAXATION: As per Philippine Bureau of Internal Revenue (BIR) regulations, professional fees for self-employed individuals are subject to a 5% or 10% Expanded Withholding Tax (EWT) . The final tax will be calculated based on the freelancer's submission of a valid Certificate of Registration (COR) as self-employed . For those without a COR, there will be a 10% withholding tax as required by law.
  
• CONTRACT: This is a 3-month long freelancing trial contract (full-time) that can be done remotely at home with a computer and a fast and reliable internet connection. There are no benefits for Freelancers during the evaluation period.
  
• EXCLUSIVITY OF ENGAGEMENT: By accepting a full-time freelancer contract with Big Ideas, you agree that this position serves as your sole full-time role. Upon executing this contract, you are required to formally resign from and relinquish any existing full-time employment or contracts. Secondary part-time roles or freelance commitments are permitted, provided they are transparently declared prior to signing, do not present a conflict of interest, and do not …
• POSSIBLE RENEWAL: If the Freelancer passes the trial or evaluation period after a performance evaluation …
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• LEGAL STATUS: …
• SCREENING AND VETTING PROCESS:…
• EQUAL OPPORTUNITY STATEMENT: Big Ideas is an Equal …