Overview
This role is a full-time, remote, 12-month consulting engagement supporting a client team. The Financial Modeling & Planning Analyst will develop and enhance sophisticated financial operating models with a strong focus on financial planning, forecasting, debt structures, and scenario analysis—particularly debt waterfalls and debt service ratios.
Responsibilities
- Build, maintain, and enhance detailed financial operating models to support client planning and decision-making.
- Develop and analyze debt waterfalls, debt service ratios, and other debt-related financial models.
- Perform financial forecasting, scenario modeling, sensitivity analysis, and long-term planning.
- Evaluate financial performance, cash flow, debt obligations, and key financial metrics.
- Develop assumptions and modeling scenarios based on client objectives and financial data.
- Partner with client stakeholders to understand business requirements and translate them into comprehensive financial models.
- Identify financial trends, risks, opportunities, and potential impacts across various scenarios.
- Prepare clear, polished presentations summarizing financial analysis, findings, and recommendations.
- Present complex financial information in a concise, understandable manner to senior and executive-level stakeholders.
- Ensure models are accurate, organized, scalable, and appropriately documented.
- Support ad hoc financial analysis and strategic planning initiatives as needed.
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
- Minimum of 5 years financial experience building and maintaining complex financial models.
- 2+ years investment banking experience is highly preferred.
- Experience with debt waterfalls, debt service ratios, debt structures, cash flow modeling, and financial forecasting is required.
- Advanced Microsoft Excel skills, including the ability to build sophisticated models from the ground up.
- Strong PowerPoint and presentation-development skills.
- Excellent analytical and quantitative problem-solving abilities.
- Strong attention to detail and commitment to financial accuracy.
- Ability to interpret complex financial data and communicate key findings clearly.
- Strong written and verbal communication skills, including the ability to work effectively with senior-level stakeholders.
- Ability to work independently in a remote, client-facing environment.
Preferred Qualifications
- Investment banking experience, particularly with complex financial models, capital structures, debt analysis, or transaction-related financial analysis.
Compensation & Benefits
Compensation
For individuals assigned or hired to work in Colorado, the employer is required by law to include a reasonable estimate of the compensation range for this role. This is a 12-month, W2 full-time, remote, consulting engagement with an expected salary range of $130,000-150,000.
Benefits
- Recognition of employee contributions.
- Opportunity to be part of a digital workforce.
- Emphasis on self-responsibility in the workplace and managing one’s own workload.
- Professional career growth.
Location
Remote (12-month consulting engagement).
Candidates must be authorized to work in the United States without visa sponsorship. The employer does not offer Corp to Corp arrangements.