Financial Consultant

Overview

Full-time, Salary (Exempt)

Location and Schedule

• Location: Remote (home office)
• Schedule: Monday–Friday, 8am–5pm
• Work environment: Work is performed from a home office location. Depending on the role, some employees may be required to come into the office for important departmental meetings or team building events.

Position Summary

This role provides expert financial advice, guidance, and counsel to support business objectives and decisions. Responsibilities include researching, evaluating, and interpreting financial data using advanced and emerging financial techniques and tools.

The position includes consulting services to internal customers through participation on projects and corporate initiatives. You will act as a primary liaison with assigned business project teams and partners to help ensure project objectives and goals are achieved.

You will also develop, design, test, and document system changes or upgrades, and coordinate with multiple departments in preparation for services provided by external organizations (e.g., benchmarking, exams, audits).

Responsibilities

• Lead, facilitate, and monitor the financial segment of large complex projects and department initiatives
• Serve as a primary liaison with assigned business partners to support achievement of objectives and goals
• Conduct research to determine and communicate financial implications related to reorganization, benchmark comparisons, reporting entity changes, and merger/acquisitions
• Develop and implement medium to large projects
• Identify and resolve technical issues and complex financial data challenges; develop sound conclusions
• Develop automated forecasts and budgets
• Design and implement complex corporate/finance projects, including cost justification, proposals, and risk assessments
• Prepare business plans, proposals, and cost-benefit analysis for long-range strategic plans/initiatives
• Produce in-depth analysis of statistical and financial data compared with peers, industry, corporate targets, and history
• Perform analysis of product profitability, pricing, and other complex mathematical analysis
• Develop and implement business simulation models

Qualifications

Required

• Education: Bachelor degree in Accounting, Business, Finance, Mathematics, Statistics or Economics
• Experience:
  • Equivalent to a senior position within Finance/Accounting or other related fields
  • Experience developing complex financial models using macros and advanced spreadsheet applications (e.g., Excel) and other software applications and/or reporting tools (e.g., Microsoft Office), with oversight of less senior employees to ensure quality of work product
  • Analysis of technical issues and complex financial data with the ability to develop sound conclusions
  • Experience designing and implementing medium to large projects
  • Problem identification and resolution techniques
  • Experience developing automated forecasts and budgets
  • Experience designing and implementing complex corporate/finance projects, including preparing cost justification, proposals, and risk assessments
  • Experience preparing business plans, proposals, and cost-benefit analysis for long-range strategic plans/initiatives
  • Ability to prepare in-depth analysis of statistical and financial data compared with peers, industry, corporate targets, and history
  • Experience analyzing product profitability, pricing, and other complex mathematical analysis
  • Experience developing and implementing business simulation/models
• Knowledge and Skills:
  • Analyze complex financial data
  • Develop and implement new financial analytical and reporting systems
  • Communicate effectively; prepare and present written and oral reports
  • Strong organizational, planning, time management, and administrative skills
  • Strong written and verbal communication skills to present complex information clearly to all levels, including senior executives

Preferred

• 5+ years of experience in Finance, FP&A, Strategic Finance, or Consulting
• Experience developing CBAs, business cases, and investment recommendations
• Strong financial modeling skills, including IRR, NPV, ROI, and payback analysis
• Experience with capital budgeting, forecasting, and project financial oversight
• Ability to identify and validate efficiency improvements, productivity gains, and FTE savings
• Experience conducting post-implementation reviews and benefits realization assessments
• Strong analytical, communication, and stakeholder management skills
• Proficiency in Excel, Power BI, Adaptive Planning, or similar financial planning tools
• Experience with capital governance, investment committees, or enterprise transformation initiatives

Compensation & Benefits

Compensation

• $90,000 - $110,000 annually, with annual bonus potential based on performance

Benefits

Benefits are provided in compliance with applicable state and local laws (including PTO, paid sick leave, etc.) and include a comprehensive and flexible benefits package.

Health & Wellness

• Medical plans with multiple coverage options, including HSA eligibility
• Prescription drug coverage
• Dental and vision benefits
• Employee Assistance Program (confidential support services)

Financial Protection & Insurance

• Company-paid basic life insurance
• Optional supplemental life insurance and dependent coverage
• Short-term and long-term disability coverage
• Critical illness, accident, and pet insurance options

Retirement & Savings

• 401(k) plan: 3% automatic deferral upon eligibility; may contribute 1% to 50% of eligible earnings (pre or post tax)
• Company match of 50% paid on employee contributions up to 6% of pay, payable following the end of the year; immediate vesting
• Additional company contribution of 4% of pay each pay day; 100% vested after three (3) years of service
• HSA and Flexible Spending Accounts (FSA) options

Time Off & Leave

• Paid Time Off (PTO): accrual-based, increases with tenure, eligible at 90 days of employment
  • Full-time new employees: up to 12 PTO days annually
  • Accrual based on start date; may include additional PTO based on role and/or state & local requirements
  • Part-time employee PTO hours calculated based on scheduled weekly hours; accrues at a minimum of 3 hours per month
• Paid Holidays:
  • Full-time employees: 10 company-paid holidays annually, plus 1 mental health day, 2 floating holidays, and 1 volunteer day
  • Part-time employees: 8 company-paid holidays annually, plus 1 mental health day and 2 floating holidays
  • Holidays vary by business unit schedules
• Paid leave programs: parental, bereavement, jury duty, and military leave

Career Growth & Education

• Tuition assistance (up to $5,250 annually; 80% covered)
• Professional certification support with 100% reimbursement for eligible programs
• Opportunities for career development and advancement

Additional Perks

• Complimentary membership with roadside assistance and travel discounts
• Adoption assistance program

Posting/Pay Information Note

• Pay ranges may reflect geographic pay differential within the areas the organization operates.
• Salary at offer is determined based on the range(s) for the geographic area, along with other factors related to the job and job level.

Additional Information

• This posting is expected to remain open through September 18, 2026, but may close earlier if a qualified candidate pool is identified.
• Regular and reliable attendance is essential.
• Reasonable accommodations will be made for otherwise qualified applicants as needed to perform required duties.
• Background and drug screening may be required based on position requirements.
• Equal opportunity employer; all qualified applicants receive consideration without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability, or protected veteran status.