Overview
This role involves serving as an FP&A Consultant responsible for planning, forecasting, and financial analysis for clients. The position requires delivering insights that enable leadership teams to make confident, data-driven decisions. It is suited for a strategic and analytical finance professional who enjoys working in a dynamic consulting environment with diverse client challenges.
Responsibilities
- Build and maintain monthly, quarterly, and annual budgets and financial forecasts
- Partner with client leadership to analyze variances, trends, and key performance indicators
- Develop dashboards and reporting packages that translate complex data into clear narratives
- Lead scenario planning, headcount modeling, and long-range strategic planning
- Support fundraising, board reporting, and investor-facing financial materials as needed
- Integrate and optimize planning tools and financial systems
- Serve as a trusted advisor and liaison across client finance, accounting, and leadership teams
- Present findings and recommendations directly to client executives and stakeholders
- Mentor junior team members and contribute to FP&A best practices across engagements
- Perform ad hoc financial analysis to support client decision-making
Requirements
- Bachelor's degree in Finance, Accounting, Economics, or related field
- Minimum 4 years of practical FP&A, corporate finance, or related analytical experience
- Preferred 2 years of management or client-facing leadership experience
- Advanced financial modeling and forecasting skills with strong proficiency in MS Excel
- Experience with BI or planning tools such as Adaptive, Vena, Planful, or similar is a plus
- Experience with various ERPs such as QuickBooks Online, Intacct, Sage, or NetSuite is a plus
- Strong interpersonal and communication skills, both verbal and written
- Positive attitude and team player
- Ability to multi-task and prioritize key items
- Confidence, ambition, self-motivation, and ability to work independently and collaboratively
- Active listening and problem-solving skills
Compensation & Benefits
- Medical, Dental, and Vision Insurance
- 401(k) plan with company match
- Profit Share Bonus
- Parental Leave
- Life Insurance
- Short Term and Long Term Disability Insurance
- Generous Time Off Policy
- Annual Employee Development Funds
Location
Applications are accepted on a rolling basis. Qualified candidates will be contacted as new hiring needs arise. While there may not be an immediate opening, applications are reviewed regularly and outreach will occur as roles become available.