Fp&a specialist Job at Daley and Associates (Boston)

Fp&A Specialist

We are looking for a PART-TIME FP&A Specialist to support financial planning and...

Location

United States , Coeur d'Alene

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Experience supporting budget processes within a corporate or operational finance environment
Working knowledge of annual budget development and ongoing budget management practices
Ability to analyze annual operating budgets, interpret financial results, and explain budget variances clearly
Experience working with approved budgets and maintaining alignment between forecasts and actual spending
Strong analytical, organizational, and problem-solving skills with close attention to detail
Proficiency in spreadsheet-based financial modeling and budget reporting tools
Effective communication skills for collaborating with cross-functional teams and presenting financial information

Job Responsibility

Develop and maintain budget frameworks to support financial planning
Build and refine annual operating budgets, including forecasts and cost analysis
Track budget vs. actuals, identifying trends, risks, and variances
Partner with stakeholders to gather inputs and align budget expectations
Prepare budget reports and provide clear, actionable insights
Review budget changes and ensure alignment with financial guidelines
Improve and streamline budgeting and reporting processes

What we offer

Medical
Vision
Dental
Life and disability insurance
401(k) plan

Parttime

Fp&a Specialist

We are currently seeking candidates for a FP&A Specialist opportunity with a gro...

Location

United States , New York

Salary:

45.00 - 55.00 USD / Hour

Daley and Associates

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Finance, Accounting, Economics, or a related field required
5–8+ years of FP&A, financial modeling, or related finance experience
SaaS experience is required, including hands-on exposure to subscription/ARR modeling, SaaS KPIs, and revenue mechanics
Expert-level Excel skills with extensive experience building, enhancing, and troubleshooting complex financial models
Strong understanding of SaaS ARR mechanics and SaaS KPI frameworks (retention, expansion, cohort analysis, CAC payback, LTV, etc.)
Hands-on experience with Salesforce, Sage Intacct, and Maxio highly preferred (or strong aptitude for quickly learning financial/RevOps systems)
Excellent communication (written and verbal) and interpersonal skills

Job Responsibility

Enhance, maintain, and streamline complex Excel-based financial models (actuals, forecasts, and budgets), ensuring accuracy and operational usability
Perform monthly updates to financial models, incorporating actuals, budgets, headcount, operating expenses, and ARR data across the full three-statement model (P&L, Balance Sheet, Cash Flow)
Identify opportunities to automate manual processes using advanced Excel tools (Power Query, macros, data connections, etc.) to improve efficiency and reporting consistency
Maintain, validate, and improve the ARR and customer subscription database, ensuring accurate tracking of cohorts, bookings, renewals, churn, expansions, and other SaaS metrics
Reconcile, align, and troubleshoot data discrepancies across Salesforce, Sage Intacct, and Maxio as part of a system-integration and data-quality initiative
Provide ad hoc financial analysis, deep dives, variance reviews, and model enhancements as needed during peak budgeting months

Sr FP&A Specialist

We are looking for an experienced Sr FP&A Specialist to support financial planni...

Location

United States , Frisco

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

5+ years of experience in financial planning and analysis, budgeting, or related finance functions
Strong background in forecasting, variance reporting, expense oversight, and cost analysis
Advanced Excel skills with the ability to build models, analyze large datasets, and summarize results effectively
Strong communication skills with the ability to explain financial information to audiences at different organizational levels
Experience preparing clear reports or presentations for business and finance stakeholders
Experience applying AI-enabled tools, automation, and advanced analytics

Job Responsibility

Develop financial plans, forecasts, and budget models that support short- and long-range business objectives
Analyze actual results against forecasts and budgets, identifying trends, risks, and key drivers behind performance differences
Monitor operating expenses and provide practical recommendations to improve cost visibility and spending control
Conduct detailed cost evaluations to support financial decision-making and resource allocation
Review monthly financial activity with a clear understanding of current-period expenses and accrual-based entries
Prepare reports, dashboards, and presentations that translate financial data into meaningful insights for stakeholders
Present findings and recommendations to team members, managers, and senior leadership in a clear and thorough manner
Create and maintain process documentation to support consistency, transparency, and efficient financial operations

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Fulltime

Specialist, FP&A Integrated Supply Chain

This is where your insights influence change. As a member of the Baxter Finance ...

Location

Costa Rica , Heredia

Salary:

Not provided

Baxter

Expiration Date

Until further notice

Requirements

Bachelor's degree in Finance, Accounting, Economics or a related field - Graduated
5+ years of proven experience working in a finance function
coupled with diversified experience in financial reporting, forecasting, planning, and ad hoc related analyses
or cost accounting experience
Experience with business partnering and process improvement is a must
Strong Power Point and Excel skills
English B2 or higher

Job Responsibility

Lead consolidated reporting for major financial processes/cycles (e.g. Month, Quarter, Forecasts, Plans and Long Range Strategic views)
Liaise with cross-functional teams and Regional Leadership to develop and communicate major financial processes/cycles mentorship to ensure a well-managed and consistent process
Coordinate the consolidation of strategic plan, budgets, and forecasts into a cluster view for leadership and management presentations
Lead the analysis of loaded budget and support process for planning adjustments
Ensure quality, accuracy, and timeliness of the monthly reports, balance sheet reviews, forecasts, and the annual budget / strategic plan preparation
Coordinate closely with regional leadership and finance teams to review projections, budgets and historical results as well as coordinate customer concerns and identification of issues, and advise Finance leadership of potential business and/or operational risks
Perform ad hoc reporting
Update process flows, operating manuals, training guides, and standard operating procedures as needed

What we offer

Support for Parents
Continuing Education/ Professional Development
Employee Heath & Well-Being Benefits
Paid Time Off
2 Days a Year to Volunteer

Fulltime

Specialist, FP&A Integrated Supply Chain

This is where your insights influence change. As a member of the Baxter Finance ...

Location

Costa Rica , Heredia

Salary:

Not provided

Baxter

Expiration Date

Until further notice

Requirements

Bachelor's degree in Finance, Accounting, Economics or a related field - Graduated
5+ years of proven experience working in a finance function
coupled with diversified experience in financial reporting, forecasting, planning, and ad hoc related analyses
or cost accounting experience
Experience with business partnering and process improvement is a must
Strong Power Point and Excel skills
English B2 or higher

Job Responsibility

Lead consolidated reporting for major financial processes/cycles (e.g. Month, Quarter, Forecasts, Plans and Long Range Strategic views)
Liaise with cross-functional teams and Regional Leadership to develop and communicate major financial processes/cycles mentorship to ensure a well-managed and consistent process
Coordinate the consolidation of strategic plan, budgets, and forecasts into a cluster view for leadership and management presentations
Lead the analysis of loaded budget and support process for planning adjustments
Ensure quality, accuracy, and timeliness of the monthly reports, balance sheet reviews, forecasts, and the annual budget / strategic plan preparation
Coordinate closely with regional leadership and finance teams to review projections, budgets and historical results as well as coordinate customer concerns and identification of issues, and advise Finance leadership of potential business and/or operational risks
Perform ad hoc reporting
Update process flows, operating manuals, training guides, and standard operating procedures as needed

What we offer

Support for Parents
Continuing Education/ Professional Development
Employee Heath & Well-Being Benefits
Paid Time Off
2 Days a Year to Volunteer

Fulltime

FP&A Senior Specialist

The FP&A Senior Specialist serves as a strategic finance leader within Midea Can...

Location

Canada , Markham

Salary:

Not provided

Midea America Canada Corporation (MACC)

Expiration Date

Until further notice

Requirements

Bachelor’s or Master’s degree in Finance, Accounting, Economics, Business, or related fields
professional certifications such as CPA/CMA/ACCA are a plus
5–8 years of progressive FP&A or business analysis experience
Experience in home appliances, consumer electronics, or retail industries is preferred
Experience working in multinational or matrix organizations is an advantage
Strong business acumen with the ability to translate data into actionable insights
Exceptional structured thinking and problem-solving skills
High proficiency in financial modeling, Excel, BI tools, and ERP systems (SAP/Oracle)
Strong influencing and cross-functional collaboration capabilities
Excellent communication skills in both English and Mandarin

Job Responsibility

Lead the annual budget, business plan, and monthly rolling forecasts with high accuracy and business alignment
Conduct deep-dive analyses on revenue, margin, OPEX, working capital, and other performance drivers
Identify structural inefficiencies and commercial opportunities from a value-chain perspective
Build and execute a comprehensive analytical framework covering sales structure, channel efficiency, pricing strategy, rebate ROI, and margin drivers
Deliver high-impact analysis and insights that support executive decision-making, ensuring competitiveness in the North American market
Translate analytical findings into actionable initiatives, collaborate with cross-functional teams, and drive execution to closure
Serve as the key finance interface between Midea Canada and Midea Group Headquarters, responsible for management reporting, business variance explanations, and ad-hoc analyses
Facilitate effective cross-cultural, cross-time-zone communication ensuring transparency, timeliness, and accuracy of business information
Participate in global business reviews and strategic discussions, offering professional financial insights
Support the development of data models, dashboards, and automated analytical tools to enhance financial transparency and analytical capability

Fulltime

Fp&a Consultant

We are seeking a highly experienced FP&A Consultant to take ownership of financi...

Location

United Kingdom , London

Salary:

Not provided

Stanton House

Expiration Date

Until further notice

Requirements

Exceptional financial modelling capability
Proven experience building sophisticated, audit-ready models in capital-intensive businesses
Strong background in private equity environments, including exposure to complex financing structures
Experience producing board-level financial reporting that meets institutional standards
Deep understanding of cash flow dynamics in construction or infrastructure contexts
Ability to work accurately and decisively in a fast-changing, transaction-driven context
Industry background in Construction, Property infrastructure, Energy or other heavy capex industries (Strongly Preferred)
Highly detail-oriented with strong commercial judgment
Comfortable operating independently as a specialist
Able to impose structure and discipline on financial processes

Job Responsibility

Design and deliver a new board pack that meets professional board and private equity standards
Bring board pack preparation in-house, replacing the current externally produced materials
Establish clear, consistent processes for: Actuals vs budget tracking
Variance analysis with meaningful commentary
Cash flow visibility and forward-looking insights
Ensure reporting reflects senior-level financial judgment, not junior or newly-qualified output
Produce materials the board can rely on for decision-making in a fast-moving environment
Build and maintain best-in-class financial models, including: Detailed three-statement models
Integrated cash flow forecasting models
Capex-heavy project and construction cash flow models

Accounts Payable Specialist

As Shopify continues its global expansion and transaction volume grows, we're on...

Location

Canada

Salary:

Not provided

Shopify

Expiration Date

Until further notice

Requirements

Diploma in Accounting
3+ years of experience in accounts payable or a related finance role
Solid understanding of accounting concepts, including accruals and month-end processes
Ability to work independently with a focus on accuracy and speed
Stellar attention to detail and task prioritization in a fast-paced environment
Strong communication and interpersonal skills for effective collaboration
Willingness to go the extra mile to prevent errors
Familiarity with global payment rails and tax regulations (e.g., 1099 filing, VAT, HST)

Job Responsibility

Process accounts payable invoices with precision, ensuring details like amounts, GL allocations, currency, and subsidiary information are spot-on
Verify that all transactions align with the company’s delegation of authority and are properly supported
Manage daily payment proposals across various entities, bank accounts, and currencies
Dive into ad-hoc projects with Controllership, Tax, and FP&A teams
Aid in internal and external audits by pulling samples and addressing inquiries
Collaborate seamlessly with cross-functional teams like Treasury and Procurement
Address vendor and employee inquiries with speed and clarity
Prepare and analyze AP statistics and key performance indicators (KPIs)

Fulltime

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