Financial Planning Analyst

We are seeking a detail-oriented Budgeting & Forecasting Specialist to join a dynamic finance team remotely. This full-time role focuses on financial planning and analysis (FP&A), including budgeting, forecasting, financial modeling, and variance analysis. The specialist will collaborate closely with finance leaders and department heads to develop accurate and realistic financial plans aligned with the company’s strategic goals. Working during U.S. business hours, this position plays a critical role in providing actionable insights that support leadership decision-making and drive business performance.

Key Responsibilities

Budgeting & Financial Planning: Lead the preparation of annual operating and capital budgets by consolidating financial inputs across departments and business units. Ensure budgets align with company objectives, operational plans, and resource constraints. Partner with department leaders to validate assumptions and spending plans.

Forecasting & Scenario Planning: Maintain rolling forecasts for revenue, expenses, and cash flow. Update forecasts regularly with actual results and revised assumptions. Develop scenario and sensitivity analyses to evaluate potential financial outcomes and identify emerging risks and opportunities.

Variance Analysis: Analyze actual performance against budgets and forecasts to identify key drivers of variances. Prepare clear, concise commentary for leadership and recommend corrective actions based on performance trends.

Financial Modeling: Build dynamic financial models using Excel and Google Sheets, including discounted cash flow (DCF), return on investment (ROI), internal rate of return (IRR), break-even analysis, and scenario planning. Utilize advanced formulas, pivot tables, macros, and data integrations to enhance model accuracy and efficiency.

Reporting & Executive Insights: Prepare management reporting packages, dashboards, and visualizations. Translate complex financial data into clear business insights, presenting risks, opportunities, trends, and recommendations to leadership. Support strategic and operational decision-making with thorough financial analysis.

FP&A Process Improvement: Identify inefficiencies in budgeting and forecasting workflows and recommend improvements. Support the implementation or optimization of FP&A platforms such as Anaplan, Adaptive Insights, Workday, or Hyperion to streamline planning cycles and reporting processes.

Required Qualifications

Bachelor’s degree in Finance, Accounting, Economics, or a related field. A minimum of 3 years of experience in FP&A, budgeting, forecasting, or financial analysis. Advanced proficiency in Excel and Google Sheets, including nested formulas, pivot tables, sensitivity modeling, and financial modeling. Proven experience in building and maintaining budgets and rolling forecasts. Strong analytical and problem-solving skills with the ability to build financial models from scratch. Excellent written and verbal communication skills in English. Ability to work independently during U.S. business hours.

Preferred Qualifications and Benefits

Experience with FP&A software tools such as Anaplan, Adaptive Insights, Hyperion, or Workday is highly desirable. Familiarity with data visualization platforms like Power BI, Tableau, or Looker is a plus. Professional certifications such as MBA, CFA, or CPA are advantageous. Experience in SaaS, real estate, or professional services industries is preferred. Candidates with a background in improving or automating forecasting processes will be highly valued.

Success in this role is measured by maintaining forecast accuracy within ±5–10%, completing budgets accurately and on time, delivering variance explanations within 2–3 days of close, and ensuring financial models are consistently updated and reliable. The ideal candidate will provide leadership with clear, actionable financial insights and contribute to reducing forecasting cycle times through automation and process improvements.

The interview process includes an initial phone screen, a video interview, a recruiter interview, a practical financial modeling and sensitivity analysis task, a client interview, and finally, an offer with background verification.

If you are an FP&A professional passionate about budgeting, forecasting, financial modeling, and variance analysis, and enjoy transforming financial data into strategic business insights, this opportunity offers a challenging and rewarding remote work environment.