Financial Analyst - Contract, Project-Based

ZipRecruiter; Wichita (KS); Remote; USD 60,000 - 90,000; Full time

Job summary

A rapidly growing company is seeking a Financial Analyst to create custom financial models for startups and existing businesses. This role involves supporting business planning and capital raising, requiring strong analytical skills and the ability to work in a dynamic environment. The ideal candidate will have 2-5 years of experience in financial modeling and be comfortable collaborating across multiple projects.

Benefits

Bonus opportunities tied to performance

Opportunities for ongoing work and full-time transition

Qualifications

• 2–5 years of experience in financial modeling, preferably with startups or small businesses.
• Strong command of Excel or Google Sheets, including complex formulas and logic.
• Proven experience building pro forma statements, forecasts, and financial models.

Responsibilities

• Building simple to advanced financial models and pro forma statements.
• Developing projections across revenue, expenses, growth, and cash flow.
• Collaborating with writers, strategists, and account executives.

Skills

Financial modeling

Excel

Attention to detail

Collaboration

Job description

Job DescriptionJob Description

Location:

• Remote (U.S.-based )
• Availability required: 8 AM – 6 PM EST

Employment Type:

• Project-Based Contract (Initial 3-Month Engagement)
• Opportunities for ongoing work and full-time transition based on performance

Compensation:

• Competitive per-project rates based on complexity
• Bonus opportunities tied to volume, accuracy, and client satisfaction

Help Shape the Financial Future of the Next Great Venture

At The Exceptional Plan, we’re on a mission to change what it means to be a business owner. We work with startups and growing businesses to craft strategic business plans, pitch decks, and financial models that help them raise capital and scale with clarity.

We’re looking for a Financial Analyst who brings both analytical precision and startup agility—someone who thrives in a dynamic, fast-moving environment and can balance clean pro forma statements with complex financial modeling across a variety of business types and industries.

About the Role

As our Financial Analyst, you’ll be responsible for creating custom financial models for both pre-revenue startups and existing businesses. Your work will support business planning, capital raising, and investor engagement. You’ll also be responsible for outlining and summarizing key financial assumptions and insights that will be incorporated into the written materials by our content team.

You must be comfortable working on multiple projects at once, collaborating with writers and strategists, and adjusting quickly to new challenges. This is a high-ownership role that requires initiative, adaptability, and a data-driven mindset.

What You’ll Be Doing

• Building simple to advanced financial models and pro forma statements
• Developing projections across revenue, expenses, growth, and cash flow
• Applying startup-relevant logic (e.g., CAC, LTV, SaaS metrics, unit economics)
• Creating detailed, clearly documented financial assumptions
• Outlining key financial highlights for use in pitch decks and business plans
• Collaborating with writers, strategists, and account executives
• Working across multiple client projects simultaneously
• Updating or modifying models based on client feedback or scope changes
• Supporting the evolution of internal templates, calculators, and tools

What We’re Looking For

• 2–5 years of experience in financial modeling, preferably with startups or small businesses
• Strong command of Excel or Google Sheets, including complex formulas and logic
• Proven experience building pro forma statements, forecasts, and financial models
• Familiarity with early-stage metrics, startup financing, and investor expectations
• Comfort building both high-level summaries and detailed multi-year models
• Strong documentation skills—must be able to clearly explain assumptions
• High attention to detail, accuracy, and structure
• Ability to work fast and independently in a fast-paced, collaborative startup environment
• Available online during standard business hours (8 AM – 6 PM EST) and responsive to team needs

Nice to Have

• Experience supporting investor pitch decks or VC funding rounds
• Familiarity with various business models (SaaS, services, retail, e-commerce, etc.)
• Previous work with outsourced finance, consulting, or startup studios
• Basic understanding of financial storytelling or collaboration with content teams

Our Core Values at The Exceptional Plan

We hire and build around a clear set of values:

• Creative – We solve problems with intention and originality
• Innovative – We evolve systems and strategies to stay ahead
• Accountable – We deliver what we promise and own the outcome
• Results-driven – Our work helps businesses grow, not just look good
• Trustworthy – We handle sensitive financial information with integrity
• Exceptional – We don’t just check boxes—we set the standard

Why This Role Stands Out

• Work with mission-driven founders and exciting early-stage companies
• Build models that help businesses raise money and succeed
• Collaborate with a strategic, experienced team
• Contribute to a growing startup’s financial DNA and delivery systems
• Opportunity to grow into full-time or leadership roles over time
• Bonuses available for high performance and exceptional contributions

How to Apply

Send your resume, a brief note on your approach to financial modeling, and sample financial models or anonymized client work, if available. We’d love to see how you approach clarity, accuracy, and structure in your work.

Company DescriptionWe are a rapidly growing business that is dedicated to changing the lives of business owners globally.Company DescriptionWe are a rapidly growing business that is dedicated to changing the lives of business owners globally.