FP&A Consultant

• Lead financial planning activities by developing budgets, forecasts, and long-range outlooks that support business priorities and operational goals
• Build and refine financial models to evaluate performance trends, business scenarios, and strategic opportunities across multiple functions
• Partner with leaders across the organization to translate financial data into practical recommendations that guide decision-making
• Analyze key business drivers, variances, and emerging trends to identify risks, opportunities, and actionable next steps
• Prepare clear reporting and executive-level presentations that communicate financial results and business insights effectively
• Use visualization tools such as Power BI and Tableau to present data in a meaningful way for finance and non-finance stakeholders
• Support cross-functional initiatives from planning through execution, serving as a trusted finance partner throughout the project lifecycle
• Gather, structure, and validate data from multiple sources to produce accurate analysis for high-priority business questions

• 7+ years of experience in FP&A, strategic finance, investment banking, or a closely related analytical finance environment
• Strong background in financial planning, annual budgeting, forecasting, and performance analysis
• Demonstrated expertise in building complex financial models and converting large data sets into business insights
• Proficiency with Microsoft Power BI, Power BI, Tableau, and other reporting or visualization tools
• Experience working with senior leaders and cross-functional teams in a consultative finance capacity
• Strong analytical, problem-solving, and communication skills with the ability to present findings clearly

Prior experience in financial services or a strong understanding of the investment management industry is preferred

• Medical, vision, dental, life and disability insurance
• 401(k) or deferred compensation plan (if eligible)
• Choice Time Off (CTO)
• Paid holidays