Financial Modeling and Planning Analyst

This is a fully remote position, open to applicants in United States.

📋 Description

• Construct, uphold, and enhance comprehensive financial operating models to aid client planning and decision-making.

• Create and evaluate debt waterfalls, debt service ratios, and other financial models related to debt.

• Conduct financial forecasting, scenario modeling, sensitivity analysis, and long-term strategic planning.

• Assess financial performance, cash flow, debt commitments, and critical financial metrics.

• Formulate assumptions and modeling scenarios based on client goals and financial information.

• Collaborate with client stakeholders to comprehend business needs and convert them into detailed financial models.

• Recognize financial trends, risks, opportunities, and potential impacts across multiple scenarios.

• Prepare presentations that summarize financial analyses, findings, and recommendations.

• Convey complex financial information to senior and executive-level stakeholders.

• Ensure models are precise, well-organized, scalable, and properly documented.

• Assist with ad hoc financial analyses and strategic planning efforts.

⛳️ Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related discipline.

• At least 5 years of financial experience in developing and maintaining intricate financial models.

• A minimum of 2 years of investment banking experience is strongly preferred.

• Proficiency in debt waterfalls, debt service ratios, debt structures, cash flow modeling, and financial forecasting is essential.

• Advanced skills in Microsoft Excel with the capability to construct sophisticated models from scratch.

• Strong skills in PowerPoint and presentation development.

• Exceptional analytical and quantitative problem-solving skills.

• High attention to detail and a strong commitment to financial accuracy.

• Ability to interpret complex financial data and clearly communicate key findings.

• Excellent written and verbal communication skills, with the ability to collaborate effectively with senior-level stakeholders.

• Capability to work independently in a remote, client-facing setting.

• Must be legally authorized to work in the United States without the need for visa sponsorship.

• No Corp to Corp arrangements.

🏝️ Benefits

• Full-time W2 consulting engagement.

• Remote work arrangement.

• Opportunities for professional career advancement.

• Self-management and autonomy in handling workloads.

• Supportive, friendly, and communicative company culture.

• Chance to contribute to clients’ industries and strategic initiatives.