Financial Planning Analyst

Description

Summary: Seeking a highly analytical Budgeting & Forecasting Specialist to drive smarter financial decisions through forecasting, financial modeling, budgeting, and strategic analysis. Highlights: 1. High-impact role influencing strategic decisions 2. Opportunity to build advanced financial models and reporting systems 3. Exposure to leadership and cross-functional operations **Budgeting \& Forecasting Specialist (FP\&A / Financial Modeling)****Full\-Time \| Remote \| U.S. Client Business Hours** **About the Role** We’re hiring a highly analytical and detail\-oriented **Budgeting \& Forecasting Specialist** to help drive smarter financial decisions through forecasting, financial modeling, budgeting, and strategic analysis. This role is ideal for someone who: * Loves working with numbers and financial models * Can turn raw data into actionable business insights * Understands forecasting, variance analysis, and scenario planning * Enjoys influencing leadership through data\-driven recommendations You’ll work closely with: ✅ finance leadership ✅ department heads ✅ operations teams ✅ executives to ensure the company has accurate, forward\-looking financial visibility. **What You’ll Own****Budgeting \& Financial Planning*** Lead preparation of: * + annual budgets + operating plans + departmental forecasts + capital expenditure planning * Consolidate inputs across departments and business units * Ensure budgets align with: * + growth goals + operational realities + strategic priorities **Forecasting \& Scenario Modeling*** Maintain rolling: * + revenue forecasts + expense forecasts + cash flow projections * Update models monthly and quarterly using actual performance data * Build: * + sensitivity models + scenario analyses + forecasting assumptions * Analyze: * + growth opportunities + cost impacts + hiring plans + operational risks **Financial Modeling \& Analysis*** Build dynamic financial models using: * + Excel + Google Sheets + FP\&A tools * Create: * + DCF models + ROI analysis + break\-even analysis + profitability models + headcount planning models * Improve reporting accuracy through: * + automation + dashboards + integrations **Variance Analysis \& Reporting*** Compare: * + actuals vs budget + actuals vs forecast + forecast vs prior periods * Prepare executive\-ready commentary explaining: * + variances + risks + trends + recommendations * Develop dashboards and reporting packages for leadership review **Cross\-Functional Collaboration*** Partner with department leaders to validate assumptions and spending plans * Work closely with: * + finance teams + operations + leadership + FP\&A stakeholders * Translate financial insights into practical business recommendations **Process Improvement \& Automation*** Identify inefficiencies in forecasting workflows * Improve: * + reporting processes + model accuracy + planning cycles * Support implementation or optimization of: * + Anaplan + Adaptive Insights + Workday + Power BI + Tableau + Looker **What We’re Looking For****Core Requirements*** Bachelor’s degree in: * + Finance + Accounting + Economics + or related field * 3\+ years of FP\&A, budgeting, forecasting, or financial analysis experience * Advanced Excel / Google Sheets skills: * + nested formulas + pivot tables + scenario modeling + financial forecasting * Strong experience with: * + variance analysis + financial reporting + forecasting cycles * Ability to communicate financial insights clearly to non\-financial stakeholders * **Nice to Have** * Experience with: * + Anaplan + Adaptive Insights + Hyperion + Workday * MBA, CPA, or CFA credentials * Experience in: * + SaaS + real estate + professional services + high\-growth businesses * Familiarity with: * + Power BI + Tableau + Looker * Experience automating financial workflows or reporting **What a Typical Day Looks Like*** Update forecasting models with current actuals * Analyze variances and identify trends or risks * Run financial scenarios and sensitivity analyses * Build executive dashboards and reporting packages * Meet with department leaders to validate assumptions * Improve spreadsheets, models, and planning workflows * Present financial insights and recommendations to leadership **In short:** You provide the financial clarity and forecasting intelligence that helps leadership make smarter business decisions. **Success Looks Like*** Forecast accuracy consistently within target ranges * Budgets delivered accurately and on time * Executive reporting that drives decisions and clarity * Reduced forecasting cycle times through automation * Error\-free financial models and dashboards * Strong leadership confidence in forecasting reliability **Why This Role Stands Out*** High\-impact role influencing strategic decisions * Strong ownership over forecasting and planning processes * Opportunity to build advanced financial models and reporting systems * Exposure to leadership and cross\-functional operations * Remote flexibility with modern finance tools and workflows * Career growth into: * + Senior FP\&A + Finance Manager + Strategic Finance + Director\-level planning roles **Interview Process*** Initial Phone Screen * Video Interview with Pavago Recruiter * Practical Financial Modeling Task * Client Interview * Offer \& Background Verification **Apply Now** If you: * Love financial modeling and forecasting * Enjoy turning numbers into business insights * Thrive in analytical, fast\-paced environments * Want to influence real business decisions through finance This role is a strong fit for you.