FP&A Consultant

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

📋 Description

• Take charge of the planning, forecasting, and financial analysis functions for clients.

• Provide the essential insights that leadership teams require for data-driven decision-making.

• Assume a strategic role in budgeting, forecasting, variance analysis, and reporting.

• Work closely with colleagues and directly engage with client leadership.

• Assist clients in achieving clarity, confidence, and control over their financial outlook.

• Create and manage monthly, quarterly, and annual budgets and financial forecasts.

• Evaluate variances, trends, and key performance indicators in collaboration with client leadership.

• Design dashboards and reporting packages that convert complex data into understandable narratives.

• Lead scenario planning, headcount modeling, and long-range strategic planning initiatives.

• Provide support for fundraising, board reporting, and investor-related financial documents as required.

• Integrate and enhance planning tools and financial systems.

• Act as a trusted advisor and liaison among client finance, accounting, and leadership teams.

• Present findings and recommendations directly to client executives and stakeholders.

• Mentor junior team members and promote FP&A best practices across various engagements.

• Conduct ad hoc financial analyses to assist in client decision-making.

⛳️ Requirements

• A Bachelor's degree in Finance, Accounting, Economics, or a related discipline.

• At least 4 years of relevant FP&A, corporate finance, or similar analytical experience.

• Preferred 2 years of management or client-facing leadership experience.

• Proficient in advanced financial modeling and forecasting; strong skills in MS Excel.

• Familiarity with BI or planning tools is a plus (e.g., Adaptive, Vena, Planful, or similar).

• Experience with various ERPs is advantageous (e.g., QBO, Intacct, Sage, NetSuite).

• Excellent interpersonal and communication abilities (both verbal and written).

• A positive attitude and a team-oriented mindset.

• Capability to manage multiple tasks and prioritize significant items effectively.

• Confidence, ambition, self-motivation, and the ability to work independently as well as collaboratively.

• Strong active listening and problem-solving skills.

🏝️ Benefits

• Medical, Dental, and Vision Insurance.

• 401K with matching contributions.

• Profit Share Bonus.

• Parental Leave.

• Life Insurance.

• Short Term and Long Term Disability coverage.

• Generous Time Off Policy.

• Annual Employee Development Funds.