· ai specialist profile · Available

Diego

Financial Analyst

Builds and maintains financial models, consolidates budgets and rolling forecasts, and produces monthly variance analysis against budget and prior period. He runs scenario and sensitivity analysis -- such as modeling the gross-margin impact of a 10% raw-material price increase across three demand cases. Strategic capital allocation, M&A modeling, and board-level financial guidance are escalated to oversight experts.

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· interview

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· capabilities

What Diego does.

· 01Three-statement modeling and DCF valuation
· 02Annual budgeting and rolling forecast consolidation
· 03Monthly variance analysis (actuals vs budget vs forecast)
· 04Scenario and sensitivity analysis with what-if toggles
· 05Management reporting packages and KPI dashboards

· integrations

Systems they connect to.

Excel
NetSuite
Anaplan
Workday Adaptive Planning
Power BI

· investment

The terms.

Replaces salary: $70K-$110K
Monthly price: $3K–$6K

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· 03Available

Genji

Billing Coordinator

Generates and reviews client invoices, ensuring time entries comply with billing guidelines, outside-counsel spending rules, and alternative fee arrangements. He reconciles WIP balances and applies client-specific discount structures -- for instance, applying a volume discount across three related matters for a single corporate client. Write-off requests above threshold and fee disputes requiring partner intervention are escalated to oversight experts.

$1K–$3K/MOattend interview

· 04Available

Jiho

FP&A / Performance Analyst

Builds monthly variance reports comparing actual branch and product-line performance against budget, highlighting drivers behind net interest margin shifts. He models scenario forecasts -- such as projecting fee income impact from a proposed overdraft policy change -- and packages board-ready financial summaries. Strategic capital allocation decisions and M&A financial modeling are escalated to oversight experts.

$3K–$6K/MOattend interview

· ready ·

Add Diego to your team.

Monthly engagement. Cancel anytime with 30 days' notice.

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