Celeste Business Advisors LLP supports founders through Fractional CFO services, FP&A, and strategic bookkeeping. Our work is reporting-led, cash-flow focused, and built for decision-making.
Role Overview
You will build and maintain the
data and reporting models
that power client insights. This role is
numbers-first.
You will work in Excel, accounting exports, and dashboards, ensuring outputs tie to source data and are client-ready.
What You Will Do
Build monthly reporting packs: P&L, Balance Sheet, cash flow summaries, KPI dashboards
Build custom data tracking systems to map and track information across departments
Create and maintain forecasting models: budgets, rolling forecasts, scenario analysis, runway and cash flow forecasts
Extract and clean data from QBO/Xero and supporting systems (bank, payroll, Shopify, Stripe)
Maintain COA mappings and KPI definitions to ensure consistency across months
Reconcile outputs to source systems and document adjustments and assumptions
Improve templates and build repeatable reporting processes with error checks and QA logic
Must-Have Skills
Advanced Excel modeling skills (structured models, checks, clean logic)
Strong technical skills and understanding of GAAP
Strong reconciliation mindset and accuracy standards
Strong accounting understanding: AR, AP, prepaids, accruals, deferred revenue basics
Comfort working with QuickBooks Online or Xero exports and reports
Ability to build cash flow forecasts and driver-based models
Nice to Have
Power Query, Power BI, Looker Studio, Tableau
Fathom, Datarails, or similar FP&A tools
Exposure to SaaS metrics, agency utilization, or e-commerce payouts
Job Type: Full-time
Pay: ₹450,000.00 - ₹800,000.00 per year
Work Location: In person
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