Financial Planning and Analysis Consultant

FP&A Consultant (Contract – Reporting & Forecasting Focus)

Location: Remote (U.S.-based preferred)

Duration: 3–6 months (with potential extension)

Overview

Our client is seeking a high-impact FP&A Consultant to support a rapidly scaling organization during a critical growth phase. This role will take ownership of management reporting, OPEX and headcount forecasting, and executive-level insights, while partnering closely with cross-functional leaders to drive better financial visibility and decision-making.

Key Responsibilities
• Lead the preparation of monthly and quarterly management reporting packages, including executive-level materials and performance summaries
• Analyze financial results and deliver clear, data-driven insights on variances, trends, and key business drivers
• Manage and refine OPEX and headcount reporting, partnering with budget owners to track spend, explain variances, and identify risks and opportunities
• Maintain and improve forecasting models, ensuring alignment between actuals, forecasts, and business expectations
• Support and optimize FP&A systems and tools (e.g., planning platforms, ERP integrations) to enhance reporting accuracy and efficiency
• Partner with cross-functional stakeholders (Product, Operations, GTM, G&A) to support budgeting, investment decisions, and scenario planning
• Conduct ad hoc financial and operational analysis, including revenue drivers, unit economics, and strategic initiatives
• Assist in building driver-based models that connect operational metrics to financial outcomes
• Identify opportunities to streamline processes, automate reporting, and improve data integrity

Qualifications
• 5+ years of experience in FP&A, corporate finance, or related fields
• Strong background in management reporting, forecasting, and variance analysis
• Advanced financial modeling and Excel skills, with ability to work with large, complex datasets
• Experience with FP&A and ERP systems (e.g., NetSuite, Adaptive, Anaplan, or similar)
• Strong communication skills with the ability to present insights to senior leadership and non-financial stakeholders
• Proven ability to work independently and thrive in a fast-paced, high-growth environment

Preferred Qualifications
• Experience in fintech, financial services, or high-growth technology companies
• Familiarity with business intelligence tools (e.g., Tableau, Power BI, Looker)
• Prior consulting or interim finance experience
• Exposure to revenue analytics, unit economics, or strategic finance initiatives

This is a unique opportunity to step into a highly visible role, partner with senior leadership, and help shape financial strategy and reporting in a dynamic, growth-oriented environment.