Financial Planning & Analysis Specialist

This is a remote position.

Schedule:

• Minimum of 20 hours per week
  
• Flexible scheduling during client's core hours
  
• Client Timezone: Pacific Time (Los Angeles, California, USA)
  

Join an innovative consulting firm at the forefront of mergers and acquisitions strategy and financial planning services. This dynamic company works with clients across various industries, developing comprehensive business plans and strategic financial models that drive critical business decisions. The firm values analytical excellence and strategic thinking while providing exposure to diverse business models and growth opportunities in a collaborative, results-driven environment.

We’re seeking a skilled FP&A Specialist to contribute to high-impact client projects by developing comprehensive financial models and business plans. This exciting role offers the opportunity to work on diverse business scenarios across multiple industries, utilizing advanced Excel expertise and financial acumen to bring strategic frameworks to life. You’ll collaborate closely with senior leadership to replicate and scale proven financial modeling approaches, making this an excellent position for expanding FP&A skills while contributing to meaningful client outcomes and strategic planning processes.

Responsibilities:

• Build detailed financial models for client business plans using established templates and frameworks

• Create comprehensive revenue waterfalls and cost metric analyses using advanced Excel functions

• Develop integrated P&L models that link multiple business channels and scenarios

• Utilize sophisticated Excel formulas including XLOOKUP and IF statements for complex financial modeling

• Summarize and consolidate financial information into comprehensive profit and loss statements

• Replicate proven financial modeling methodologies across diverse client projects

• Support strategic business plan development with accurate financial projections and analysis

Requirements

• Advanced Excel proficiency including complex formulas (XLOOKUP, IF statements, sophisticated linking)

• Strong foundation in financial planning and analysis principles and methodologies

• Proven experience with revenue modeling and comprehensive cost structure analysis

• Knowledge of P&L development and financial statement preparation

• Ability to accurately follow detailed templates and established frameworks

• Solid finance background with deep understanding of key business metrics

• Exceptional analytical skills with meticulous attention to detail

Benefits

• Permanent work from home
  
• Immediate hiring
  
• Steady freelance job