💰 Budgeting & Forecasting Specialist (FP&A / Financial Modeling)

Full-Time | Remote | U.S. Client Business Hours

🚀 About the Role

We’re hiring a highly analytical and detail-oriented Budgeting & Forecasting Specialist to help drive smarter financial decisions through forecasting, financial modeling, budgeting, and strategic analysis.

This role is ideal for someone who:

Loves working with numbers and financial models
Can turn raw data into actionable business insights
Understands forecasting, variance analysis, and scenario planning
Enjoys influencing leadership through data-driven recommendations

You’ll work closely with:
✅ finance leadership
✅ department heads
✅ operations teams
✅ executives

to ensure the company has accurate, forward-looking financial visibility.

📊 What You’ll Own

Budgeting & Financial Planning

Lead preparation of:

annual budgets
operating plans
departmental forecasts
capital expenditure planning

Consolidate inputs across departments and business units
Ensure budgets align with:

growth goals
operational realities
strategic priorities

Forecasting & Scenario Modeling

Maintain rolling:

revenue forecasts
expense forecasts
cash flow projections

Update models monthly and quarterly using actual performance data
Build:

sensitivity models
scenario analyses
forecasting assumptions

Analyze:

growth opportunities
cost impacts
hiring plans
operational risks

Financial Modeling & Analysis

Build dynamic financial models using:

Excel
Google Sheets
FP&A tools

Create:

DCF models
ROI analysis
break-even analysis
profitability models
headcount planning models

Improve reporting accuracy through:

automation
dashboards
integrations

Variance Analysis & Reporting

Compare:

actuals vs budget
actuals vs forecast
forecast vs prior periods

Prepare executive-ready commentary explaining:

variances
risks
trends
recommendations

Develop dashboards and reporting packages for leadership review

Cross-Functional Collaboration

Partner with department leaders to validate assumptions and spending plans
Work closely with:

finance teams
operations
leadership
FP&A stakeholders

Translate financial insights into practical business recommendations

Process Improvement & Automation

Identify inefficiencies in forecasting workflows
Improve:

reporting processes
model accuracy
planning cycles

Support implementation or optimization of:

Anaplan
Adaptive Insights
Workday
Power BI
Tableau
Looker

🔥 What We’re Looking For

Core Requirements

Bachelor’s degree in:

Finance
Accounting
Economics
or related field

3+ years of FP&A, budgeting, forecasting, or financial analysis experience
Advanced Excel / Google Sheets skills:

nested formulas
pivot tables
scenario modeling
financial forecasting

Strong experience with:

variance analysis
financial reporting
forecasting cycles

Ability to communicate financial insights clearly to non-financial stakeholders

⭐ Nice to Have

Experience with:

Anaplan
Adaptive Insights
Hyperion
Workday

MBA, CPA, or CFA credentials
Experience in:

SaaS
real estate
professional services
high-growth businesses

Familiarity with:

Power BI
Tableau
Looker

Experience automating financial workflows or reporting

📅 What a Typical Day Looks Like

Update forecasting models with current actuals
Analyze variances and identify trends or risks
Run financial scenarios and sensitivity analyses
Build executive dashboards and reporting packages
Meet with department leaders to validate assumptions
Improve spreadsheets, models, and planning workflows
Present financial insights and recommendations to leadership

In short:
You provide the financial clarity and forecasting intelligence that helps leadership make smarter business decisions.

Financial Planning Analyst