Finance & Reporting Assistant - Remote, Retainer-Based

Job Title: Finance & Reporting Assistant - Remote, Retainer-Based

Location: Remote (CST Time Zone)

Compensation: up to 1000 USD/month retainer

Work Schedule: Contract-based, flexible support as needed, ideally available during 9:00 AM 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.

Position Overview:

Were looking for a Finance & Reporting Assistant to assist in compiling and organizing financial data - particularly related to prospective investments. This role is well-suited for someone with experience supporting financial firms or accounting teams, especially in an offshore or remote environment. The focus is on structuring financial information, interpreting key metrics, and preparing clean reports that support early-stage deal evaluations.

Key Responsibilities:

Review and interpret financial statements from target companies.

Compile and format data into structured templates and internal reports.

Assist with preliminary financial analysis and due diligence prep.

Generate reports from QuickBooks and Excel; clean and validate the data.

Collaborate with internal team members to ensure completeness and accuracy.

Qualifications:

Strong proficiency in Microsoft Excel.

Comfortable working with QuickBooks reports.

Experience supporting finance or accounting teams in a professional setting.

Ability to read and interpret financial statements.

Solid command of written and spoken English.

Nice-to-Haves:

Prior experience with M&A, investment analysis, or audit support.

Accounting or finance-related certifications.

Advanced Excel (pivot tables, macros, lookups, etc.).

Experience working with U.S.-based clients or investors.

Resume Submission Guidelines:

To help us review your application efficiently, please submit your resume in text-based PDF format only.

Avoid uploading scanned documents, image files (JPG/PNG), or Word documents (DOC/DOCX) format to prevent your application from being overlooked.

Important: For timely processing, both your resume and introductory video must be submitted in English.