Financial Planning & Analysis Specialist

Job Description

This is a remote position.

This is a flexible side opportunity rather than a full-time role. You can set your own hourly rate , and we ask for a commitment of around 2 hours per day (within EST hours) . It’s perfect for professionals looking to earn extra income while maintaining their primary work or personal schedule.

Client Overview :

Join an innovative consulting firm at the forefront of mergers and acquisitions strategy and financial planning services. This dynamic company works with clients across various industries, developing comprehensive business plans and strategic financial models that drive critical business decisions. The firm values analytical excellence and strategic thinking while providing exposure to diverse business models and growth opportunities in a collaborative, results-driven environment.

Job Description :

We’re seeking a skilled FP&A Specialist to contribute to high-impact client projects by developing comprehensive financial models and business plans. This exciting role offers the opportunity to work on diverse business scenarios across multiple industries, utilizing advanced Excel expertise and financial acumen to bring strategic frameworks to life. You’ll collaborate closely with senior leadership to replicate and scale proven financial modeling approaches, making this an excellent position for expanding FP&A skills while contributing to meaningful client outcomes and strategic planning processes.

Responsibilities :

• Build detailed financial models for client business plans using established templates and frameworks
• Create comprehensive revenue waterfalls and cost metric analyses using advanced Excel functions
• Develop integrated P&L models that link multiple business channels and scenarios
• Utilize sophisticated Excel formulas including XLOOKUP and IF statements for complex financial modeling
• Summarize and consolidate financial information into comprehensive profit and loss statements
• Replicate proven financial modeling methodologies across diverse client projects
• Support strategic business plan development with accurate financial projections and analysis

Requirements

Benefits

Independent Contractor Perks :

Please note that since this is a permanent work-from-home position and an “Independent Contractor” arrangement, the candidates must have their own computer and internet connection. They will handle their benefits and taxes. The professional fees are at hourly rates, and the rate depends on your performance in the application process.

Requirements

Advanced Excel proficiency including complex formulas (XLOOKUP, IF statements, sophisticated linking) Strong foundation in financial planning and analysis principles and methodologies Proven experience with revenue modeling and comprehensive cost structure analysis Knowledge of P&L development and financial statement preparation Ability to accurately follow detailed templates and established frameworks Solid finance background with deep understanding of key business metrics