Financial Planning Analyst

Job Description

💰 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.