Offer summary

Qualifications:

At least 5 years of experience in financial modeling, FP&A, investment banking, or corporate finance., Proven ability to build and maintain integrated 3-statement financial models in Excel., Deep understanding of GAAP financial statements and their interconnections., Strong communication skills to explain complex models to non-financial stakeholders..

Key responsibilities:

Build and maintain integrated 3-statement financial models to analyze company performance.

Develop driver-based forecasting models linking operational metrics to financial outcomes.

Conduct rolling forecasts and update models with actuals, budgets, and assumptions.

Support the creation of board-ready reports and collaborate with cross-functional teams.

Job description

Job Title: FP&A Specialist Financial Modeling Analyst (3Statement Expert)
Location: Remote
Type: FullTime

About the Role:
We are seeking a highly analytical and detailoriented Financial Modeling Analyst with deep expertise in building and maintaining fully integrated 3statement financial models (Income Statement, Balance Sheet, and Cash Flow). The ideal candidate will have a strong background in Excelbased modeling (not reliant on thirdparty tools) and experience supporting strategic planning, forecasting, and financial decisionmaking across multiple business functions.

Key Responsibilities:

Build and maintain integrated 3statement financial models that provide a clear view of company performance and cash flow under various scenarios.
Develop and maintain driverbased forecasting models that connect operational metrics (e.g., headcount, revenue pipeline, churn) to financial outcomes.
Design and implement dynamic revenue and cost drivers to support flexible scenario modeling and sensitivity analyses.
Conduct rolling forecasts and update models regularly to reflect actuals, budgets, and forwardlooking assumptions.
Prepare clear and insightful variance analysis (actual vs. budget) to guide strategic decisions.
Support the finance and executive teams in creating boardready reports and presentation materials.
Ensure all models follow best practices in financial modeling (e.g., modular design, clear assumptions, audit trail).
Collaborate crossfunctionally with FP&A, operations, sales, and executive leadership to align forecasts with strategic goals.

Qualifications:

5+ years of experience in financial modeling, FP&A, investment banking, corporate finance, or related fields.
Proven experience building 3statement financial models in Excel (not thirdparty modeling platforms).
Deep understanding of GAAP financial statements and the mechanics of how P&L, balance sheet, and cash flow interconnect.
Strong ability to translate operational inputs into financial impacts using driverbased logic.
Experience creating sensitivity and scenario analyses for strategic planning.
Excellent communication and presentation skills; able to explain complex models to nonfinancial stakeholders.
Highly organized, with strong attention to detail and a mindset for continuous improvement.

Preferred Qualifications:

Experience working in SaaS, eCommerce, or other recurring revenue business models.
Experience preparing materials for board meetings or investor updates.
Familiarity with BI tools (e.g., Power BI, Tableau) and ERPaccounting systems (a plus, not required).