Senior FP&A & Financial Modeling Consultant

Overview

This role supports finance teams in improving budgeting, forecasting, and reporting through financial modeling and FP&A solutions. The position involves leading discovery with clients, building integrated financial models, and translating business questions into practical planning models, reports, and dashboards.

Responsibilities

• Understand each client’s business and lead discovery sessions to identify:
  • Revenue drivers
  • Cost structures
  • Planning requirements
  • Reporting needs
• Build financial models from the ground up, including integrated models for:
  • Revenue
  • Workforce
  • Operating expenses
  • Capital expenditure
  • Balance sheets
  • Cash flow
• Turn analysis into working solutions by translating spreadsheet models and requirements into scalable planning models within the FP&A platform
• Develop forecasts and scenario analyses to support growth plans, hiring decisions, funding needs, and changes in business performance
• Advise finance leaders by:
  • Explaining assumptions
  • Challenging inconsistencies
  • Recommending approaches that improve planning and decision-making
• Manage client engagements by owning scope, timelines, deliverables, and communication across multiple projects
• Deliver reliable results by validating calculations, reconciling source data, and ensuring models and reports work together accurately
• Support client adoption by training finance teams and helping them maintain and use the solutions built

Requirements

• Experience building financial models for multiple external clients or portfolio companies
• Experience in financial advisory, transaction advisory, valuation and modeling, outsourced CFO services, private equity, venture capital, or a comparable consulting environment
• Ability to quickly ramp up on different business models and industries
• Ownership of substantial modeling work, including:
  • Developing assumptions
  • Structuring calculations
  • Validating outputs
  • Presenting findings
• Strong financial modeling and FP&A skills, including:
  • Advanced Excel skills
  • Building driver-based forecasts
  • Integrated three-statement models
  • Scenario analyses
  • Management reports
• Strong understanding of accounting, working capital, cash flow, and business performance
• Sound judgment on model structure, assumptions, accuracy, and usability
• Client and project management experience, including:
  • Working directly with clients or portfolio company leadership to gather requirements and recommend solutions
  • Confidence explaining financial concepts and presenting recommendations to senior stakeholders
  • Ability to manage several engagements, set clear expectations, and deliver on time
• A practical, collaborative approach with the ability to take ownership

Preferred Qualifications

• Experience with FP&A platforms and/or ERP systems, or finance transformation projects (training on the platform will be provided)
• Nonprofit finance experience, including grant or fund planning

Education and Experience

• 8+ years of relevant experience in financial modeling, FP&A, corporate finance, or advisory
• CA, CFA, CMA, MBA in Finance, or an equivalent finance qualification
• Relevant backgrounds may include modeling and advisory teams at BDO, PwC, EY, Deloitte, KPMG, boutique advisory firms, or private equity and venture capital firms

Compensation & Benefits

• Compensation details not specified in the provided description.

Location

• India — Remote