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Financial Planning and Analysis Consultant

Role overview

Qualifications

  • Bachelor’s degree or higher in accounting, finance, or other related fields
  • CPA, CFA, or MBA preferred
  • 7+ years of experience in FPA, strategic finance, corporate finance, or finance consulting
  • Qualified applicants must reside in the continental U.S.

Responsibilities

  • Lead annual budgeting, forecasting, and long-range planning processes
  • Develop and maintain financial models supporting revenue growth, product commercialization, market expansion, and capital planning initiatives
  • Analyze business performance and provide actionable recommendations to executives and functional leaders
  • Build KPI dashboards and reporting frameworks focused on SaaS and operational metrics

Key facts

Other skills

  • Budgeting
  • Forecasting
  • Strategic Planning
  • Communication
  • Teamwork
  • Problem Solving

About the company

TALENT SHIFT logo

TALENT SHIFT

Job Boards & Talent Marketplaces

We are a talent marketplace that matches professionals with projects at dynamic companies across the globe. Exciting professional service work opportunities in Advisory, Assurance, or Tax. Our community is cultivated by a team of dedicated professionals working to help clients navigate hybrid workforce strategies and connect contract workers with projects they love. Talent Shift LLC is a subsidiary of Forvis Mazars LLP.

Company details

IndustryJob Boards & Talent Marketplaces
Company size51 - 200

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Job description

Overview:

We are looking for an FP&A Consultant for our client on a project basis. This role is fully remote 

Responsibilities:
 
  • Lead annual budgeting, forecasting, and long-range planning processes.
  • Develop and maintain financial models supporting revenue growth, product commercialization, market expansion, and capital planning initiatives.
  • Analyze business performance and provide actionable recommendations to executives and functional leaders.
  • Build KPI dashboards and reporting frameworks focused on SaaS and operational metrics.
  • Support scenario modeling, sensitivity analysis, and strategic planning initiatives.
  • Develop scalable reporting processes and financial controls appropriate for a rapidly growing startup.

 

Qualifications:
  • Bachelor’s degree or higher in accounting, finance, or other related fields.
  • CPA, CFA, or MBA preferred.
  • 7+ years of experience in FP&A, strategic finance, corporate finance, or finance consulting.
  • Qualified applicants must reside in the continental U.S. 
  • Must be legally authorized to work in the United States now and in the future. Verification of employment eligibility will be required at the time of hire. Visa sponsorship is not available for this position. 

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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