Financial Planning Analyst | $150/hr | Remote

About the Role

We are seeking experienced FP&A professionals, corporate finance analysts, finance business partners, and strategic finance specialists to complete realistic planning, forecasting, and management reporting exercises. You will work with mock financial files, including actuals, department budgets, operational drivers, headcount plans, and revenue schedules, then produce professional FP&A deliverables that are evaluated against clear quality standards.

Responsibilities

• Build bottoms-up annual budgets and multi-year long-range plans
• Consolidate departmental budgets and create review and approval workflows
• Produce rolling forecasts and reforecasts for P&L, cash flow, KPIs, and business drivers
• Update forecasts based on actual results, changing assumptions, and operational performance
• Build headcount plans covering hiring timing, compensation, vacancies, and workforce costs
• Create capital expenditure plans covering project approvals, prioritization, payback, and investment timing
• Produce monthly management reporting packages and executive finance presentations
• Analyze budget versus actuals and forecast variances
• Write clear variance commentary explaining business performance
• Build product, customer, channel, geography, or segment profitability analyses
• Apply cost allocation and shared-service allocation methodologies
• Forecast revenue using bookings, sales pipeline, conversion rates, demand signals, renewals, and operational drivers
• Document financial model assumptions, methodologies, sensitivities, and key risks

Who Can Apply

Relevant backgrounds include:

• FP&A Analysts, Senior FP&A Analysts, Financial Planning Analysts, Financial Analysts, Senior Financial Analysts, Corporate Finance Analysts, Finance Analysts, Strategic Finance Analysts, Business Finance Analysts, Commercial Finance Analysts, Operations Finance Analysts, and Management Reporting Analysts
• FP&A Managers, Financial Planning Managers, Finance Managers, Corporate Finance Managers, Strategic Finance Managers, Commercial Finance Managers, Business Finance Managers, Planning Managers, Forecasting Managers, Budget Managers, Finance Business Partners, Senior Finance Business Partners, and Divisional Finance Leads
• Revenue Planning Analysts, Sales Finance Analysts, Go-to-Market Finance Professionals, Product Finance Analysts, Marketing Finance Analysts, Supply Chain Finance Analysts, Operations Finance Professionals, Workforce Planning Analysts, Headcount Planning Analysts, Capital Planning Analysts, CapEx Analysts, Investment Planning Analysts, Pricing Analysts, Profitability Analysts, Cost Analysts, and Decision Support Analysts
• Leadership backgrounds may include: Directors of FP&A, Heads of FP&A, Finance Directors, Corporate Planning Directors, Strategic Finance Directors, Commercial Finance Directors, Regional Finance Directors, Controllers with FP&A ownership, and CFO Office Professionals who remain hands-on with financial modeling and planning

Relevant Areas of Experience

• Annual operating plans and budget cycles
• Quarterly and monthly forecasting
• Rolling forecasts and reforecasts
• Long-range plans and multi-year financial models
• P&L, balance sheet, and cash flow forecasting
• Revenue, bookings, pipeline, and demand forecasting
• Headcount, compensation, and workforce planning
• Capital expenditure and investment planning
• Departmental and functional budgeting
• Budget consolidation and approval workflows
• Variance analysis and management commentary
• Executive and board reporting
• KPI dashboards and performance reporting
• Product, customer, and segment profitability
• Cost allocation and contribution margin analysis
• Scenario planning and sensitivity analysis
• Driver-based financial modeling
• Business partnering and operational decision support

Requirements

• 4+ years of professional FP&A, corporate finance, strategic finance, commercial finance, or business finance experience
• Experience working within an operating company
• Direct ownership of at least one annual planning, budgeting, forecasting, or reforecasting cycle
• Advanced Excel financial modeling skills
• Strong understanding of P&L, cash flow, KPIs, and operational business drivers
• Ability to build clear, auditable, and well-structured financial models
• Ability to explain why a variance occurred, not only calculate the difference
• Strong written communication and attention to detail
• Experience communicating financial insights to business leaders or executive stakeholders

Preferred Background

• Experience owning a business unit, department, product, region, or company-wide financial plan
• Experience partnering with sales, marketing, product, operations, HR, or engineering teams
• Experience creating executive, board, or investor-facing reporting materials
• Experience with SaaS, technology, consumer, retail, healthcare, financial services, manufacturing, or other operating businesses
• Experience with revenue planning, workforce planning, profitability analysis, or capital allocation
• Experience reviewing financial models or mentoring junior finance professionals

This opportunity is best suited for finance professionals who can transform raw financial and operational data into accurate forecasts, practical business insights, and decision-ready management reporting.