Advisory Associate

About Celeste

Celeste Business Advisors LLP is a Fractional CFO and FP&A advisory firm helping founders and leadership teams make better decisions through clear reporting, cash flow visibility, and practical business strategy. We work with service businesses, agencies, SaaS, and D2C brands across India, the USA, and Canada.Role

Overview

We are looking for a Business Insights & CFO Advisory Associate who can bridge the gap between financial reporting and business decision-making.

This role is not limited to preparing reports. Your responsibility will be to interpret business performance, identify operational drivers behind financial outcomes, and help founders take action based on data.

You will work closely with the CFO team and reporting specialists to ensure client reports are accurate, insightful, and implementation-focused. The ideal candidate combines analytical thinking, business understanding, strong communication, and execution capability.

What You Will Do

* Review and validate monthly MIS and reporting outputs prepared by reporting specialists

* Convert financial and operational data into client-ready business insights

* Write monthly and quarterly performance reports with:

* performance summaries

* variance analysis

* KPI insights

* operational observations

* business risks

* practical recommendations

* Identify drivers behind:

* revenue growth

* gross margins

* utilization

* CAC and retention

* operating leverage

* cash flow trends

* AR aging and working capital

* Support CFO-led strategic initiatives by helping implement and track action items across teams

* Participate in founder and leadership calls and clearly explain performance trends

* Coordinate with internal reporting specialists to improve report quality, structure, and consistency

* Build and maintain report templates, QA checklists, and insight frameworks

* Prepare decision-support memos for pricing, hiring, expansion, cost optimization, and operational improvements

What Makes You a Good Fit

* You naturally connect numbers with business outcomes

* You think operationally, not just financially

* You can explain complex information in simple language

* You are detail-oriented but also understand the larger business picture

* You are proactive in driving execution and follow-through

* You are comfortable interacting with founders and leadership teams

Must-Have Skills

* Strong business writing with clear structure and concise logic

* Strong analytical thinking and problem-solving ability

* Ability to interpret business performance beyond financial statements

* Working knowledge of P&L, Balance Sheet, and cash flow fundamentals

* Strong ownership mindset and execution discipline

* High attention to detail and strong communication skills

* Comfort working directly with clients and leadership teams

Nice to Have

* Experience in FP&A, consulting, Founders Office, Business Operations, or CFO Office roles

* Familiarity with QuickBooks Online or Xero reporting

* Experience with dashboard/reporting tools:

* Fathom

* Power BI

* Looker Studio

* Tableau

* Experience working with SaaS, agencies, professional services, or D2C brands

* Exposure to KPI tracking and operational analytics

Experience & Location

* 25 years of relevant experience preferred

* Based in Mumbai or willing to work from Mumbai

* Prior startup or fast-paced business environment experience is a plus

Ideal Candidate Backgrounds

We are especially interested in candidates from:

* Founders Office / Chief of Staff roles

* Business Operations & Strategy

* FP&A and Business Finance

* Consulting and advisory firms

* Business analytics roles with strong communication skills