🛠 Tech Stack

💼 About This Role

You'll lead FP&A engagements for clients ranging from global multinationals to high-growth private entities, driving projects in performance visibility, financial planning, interim FP&A, and decision support. Your work will directly improve profitability, spend effectiveness, and working capital through driver-based financial models and data visualization dashboards. You'll thrive in an entrepreneurial culture that offers mentorship, progressive benefits, and flexibility.

🎯 What You'll Do

• Execute project plans for FP&A solutions across performance visibility, financial planning, interim FP&A, and decision support.
• Deliver end-to-end reporting with KPI/metric selection, back-end data solutions, and visualization dashboards.
• Assist clients with forecasting and budgeting processes, planning technology implementation, and long-range model development.
• Provide point-specific FP&A solutions such as 13-week cash flow models, ROI models, and profitability analysis.

📋 Requirements

• Bachelor’s in business or related field (Master’s preferred).
• 7+ years of relevant experience, preferably a mix of consulting/investment banking and corporate FP&A roles.
• Mastery of financial modeling including integrated, driver-based 3-statement models and 13-week cash flow forecasts.
• Experience with Corporate Performance Improvement tools (Adaptive Planning, Anaplan, NetSuite Planning & Budgeting, OneStream, Oracle FCCS, SAP BPC, or similar) and data visualization tools (Tableau, PowerBI, Alteryx).

✨ Nice to Have

• Advanced Excel and PowerPoint skills.
• Advanced knowledge of accounting and finance, specifically financial statement relationships.

🎁 Benefits & Perks

• 🏖️ PTO
• 🏥 Medical, dental, and vision insurance
• 💰 401(k) with company match
• 🎓 Mentorship and growth opportunities
• 🔄 Flexibility and progressive benefits