Financial Planning and Analysis Consultant

Accountabilities

• • Lead annual budgeting, forecasting, and long-range financial planning processes.
  • Develop and maintain financial models supporting revenue growth, product commercialization, market expansion, and capital planning initiatives.
  • Analyze business and financial performance, identifying trends, opportunities, risks, and areas requiring management attention.
  • Translate financial analysis into clear, actionable recommendations for executives and functional leaders.
  • Build KPI dashboards and reporting frameworks focused on SaaS metrics, operational performance, and business health.
  • Support scenario modeling and sensitivity analysis to evaluate strategic options and potential business outcomes.
  • Contribute to strategic planning initiatives by providing financial perspectives, forecasts, and decision-support analysis.
  • Develop scalable reporting processes that can support a rapidly growing organization.
  • Establish and maintain financial controls and reporting practices that improve accuracy, consistency, and visibility.
  • Partner with cross-functional stakeholders to understand business drivers and ensure financial plans align with organizational priorities.

  Requirements

  • Bachelor’s degree or higher in Finance, Accounting, or a related discipline.
  • 7+ years of experience in FP&A, strategic finance, corporate finance, finance consulting, or a closely related field.
  • Demonstrated experience leading budgeting, forecasting, and long-range planning processes.
  • Strong financial modeling and analytical capabilities, with the ability to evaluate complex business scenarios and translate findings into recommendations.
  • Experience developing KPI dashboards, reporting frameworks, and performance metrics, preferably within SaaS or other high-growth environments.
  • Strong understanding of strategic finance, business performance analysis, and capital planning.
  • Excellent communication and presentation skills, with the ability to explain financial concepts clearly to executive and non-finance stakeholders.
  • Ability to work independently, manage multiple priorities, and deliver high-quality work in a project-based environment.
  • Strong problem-solving skills and sound business judgment.
  • CPA, CFA, or MBA is preferred.
  • Must reside in the continental United States.
  • Must be legally authorized to work in the United States now and in the future; visa sponsorship is not available.

  Benefits

  • Fully remote project-based opportunity.
  • Opportunity to support a growing organization through strategic financial planning and analysis.
  • Exposure to revenue growth, commercialization, market expansion, capital planning, and SaaS-oriented financial metrics.
  • High-impact work supporting executive decision-making and business strategy.
  • Opportunity to develop scalable financial processes, reporting frameworks, and controls.
  • Flexible remote work environment.