Financial Analyst - FP&A / Modeling

Overview

This role is part of a Business Solutions consulting practice focused on Enterprise Performance Management (EPM) and planning, budgeting, forecasting, reporting, and analytics. The position supports clients in improving financial performance through modern technology, data, and best practices.

Responsibilities

• Learn and become proficient in the Board EPM platform
• Support the design, configuration, and implementation of EPM solutions
• Assist with solution architecture, planning, and requirements gathering activities
• Partner with senior consultants on client engagements, workshops, and proof-of-concept initiatives
• Build and maintain financial models, planning applications, and reporting solutions
• Support project planning, coordination, and delivery activities
• Create training materials, user documentation, and process documentation
• Analyze business requirements and translate them into practical system solutions
• Collaborate with clients to improve budgeting, forecasting, reporting, and performance management processes
• Participate in ongoing learning and certification programs

Requirements

• 2-4 years of professional experience in:
  • Financial Planning & Analysis (FP&A) (required)
  • Financial modeling and business analysis (required)
• Strong Excel skills, including:
  • Financial modeling
  • Pivot tables
  • Data analysis and reporting
• Understanding of financial statements, budgeting, forecasting, and planning processes
• Knowledge of data structures and multidimensional data concepts
• Bachelor’s degree in Finance, Accounting, Business, Economics, or a related field
• Strong problem-solving and analytical skills
• Excellent written, verbal, and presentation skills
• Ability to work independently while collaborating effectively within a consulting team
• Strong client-facing professionalism and communication skills
• Curiosity, adaptability, and a desire to continuously learn new technologies and business concepts

Preferred Qualifications

• Experience in a consulting or advisory environment
• Exposure to EPM/CPM platforms such as:
  • Board
  • OneStream
  • Anaplan
  • Workday Adaptive Planning
  • Oracle EPM
  • Prophix
• Experience supporting budgeting, planning, forecasting, or financial transformation initiatives
• Exposure to data visualization and business intelligence tools

What Will Make You Stand Out

• Previous consulting experience
• Hands-on EPM implementation experience
• Power BI or Tableau experience
• Experience supporting finance transformation or digital transformation projects
• Professional certifications related to finance, accounting, analytics, or EPM platforms
• Advanced financial modeling expertise

Compensation & Benefits

Not specified.

Location

• Remote position located in the continental US.

Work Authorization

Applicants must be authorized to work in the United States. The employer is unable to provide visa sponsorship now or in the future.

Additional Notes

• No agencies or third-party submissions.