Offer summary

Qualifications:

1-3 years of experience in public accounting, M&A advisory, or corporate finance., Strong understanding of financial statements and accounting principles., Advanced Excel skills including pivot tables and lookups., Good communication skills and ability to learn financial tools quickly..

Key responsibilities:

Analyze financial statements and prepare QoE reports.

Support fractional CFO activities like financial dashboards and analysis.

Coordinate with clients for data gathering and interpretation.

Assist with budgeting, forecasting, and process improvements.

Job description

Job Title: Transaction & Advisory Analyst
Location: Remote (CST Time Zone)
Salary Range: up to 5000 USD

Work Schedule: Monday - Friday, 8:00 AM to 5:00 PM (CST)

NOTE: INDEPENDENT CONTRACTOR POSITION

Company Overview:

Sagan is an exclusive membership community for top executives, founders, and CEOs seeking to hire and maximize the impact of international talent. We bridge the gap between global talent and US-based businesses, connecting candidates from vibrant regions like Latin America, the Philippines, India, Pakistan, Bangladesh, and Africa with leading American companies. Sagan provides a high-performance remote work environment, ensuring access to world-class opportunities for top-tier professionals.

About the Company:

Sagan represents a boutique U.S.-based accounting and advisory firm supporting entrepreneurs and investors acquiring small businesses. With a growing, globally distributed team and deep experience in financial due diligence, the firm specializes in Quality of Earnings (QoE) analysis and fractional CFO support for its clients.

Position Overview:

We're seeking a Transaction & Advisory Analyst to support two core areas: financial due diligence (Quality of Earnings) for buyers of small businesses and strategic finance support for clients receiving fractional CFO services. This is an ideal opportunity for someone who thrives in financial analysis, enjoys solving problems with data, and wants to grow in a fast-paced, client-centric environment.

Key Responsibilities:

Quality of Earnings (QoE) Support:

Analyze financial statements, tax returns, GL exports, and bank data to identify trends and potential adjustments.
Prepare and contribute to QoE reports and client-ready presentations.
Conduct customer concentration analysis, revenue testing, and normalization of expenses.
Coordinate with clients and acquisition targets to gather and interpret data.
Draft report sections, including management adjustments, normalized EBITDA bridges, and key findings.

Fractional CFO Support:

Prepare monthly financial dashboards and performance summaries.
Conduct ad hoc financial analysis (e.g., KPI tracking, cash flow projections).
Assist with budgeting, forecasting, and variance analysis.
Support accounting systems cleanup and process improvement initiatives.

Qualifications:

1-3 years of experience in public accounting, M&A advisory, corporate finance, or a related field.
Strong understanding of financial statements and accounting principles.
Advanced Excel skills (pivot tables, lookups, data slicing, etc.).
Strong written and verbal communication skills, with the ability to simplify complex data.
Comfort using or quickly learning tools like QuickBooks, Gusto, and modeling templates.
A proactive, detail-oriented mindset and strong sense of ownership.

Nice-to-Haves: