Financial Modeling and Planning Analyst

Sand Cherry Associates, Inc.; Colorado; Hybrid; USD 130,000 - 150,000; Full time

Job summary

Sand Cherry Associates, Inc. is seeking a highly analytical Financial Modeling & Planning Analyst to support a client team in developing and enhancing sophisticated financial operating models.

The role emphasizes debt waterfalls, debt service ratios, and scenario analysis, with a remote 12-month consulting engagement. The ideal candidate has 5+ years of experience in financial modeling and investment banking exposure, and must be authorized to work in the United States without visa sponsorship.

Qualifications

• Bachelor’s degree in finance, accounting, economics, or related field.
• Minimum 5 years of experience building and maintaining complex financial models.
• 2+ years investment banking experience preferred.
• Experience with debt waterfalls, debt service ratios, debt structures, cash flow modeling, and forecasting.
• Advanced Excel skills to build sophisticated models from the ground up.
• Strong PowerPoint and presentation development skills.
• Excellent analytical and quantitative problem-solving abilities.
• Ability to work independently in a remote, client-facing environment.

Responsibilities

• Build, maintain, and enhance detailed financial operating models to support client planning and decision-making.
• Develop and analyze debt waterfalls, debt service ratios, and other debt-related financial models.
• Perform financial forecasting, scenario modeling, sensitivity analysis, and long-term planning.
• Evaluate financial performance, cash flow, debt obligations, and key financial metrics.
• Develop assumptions and modeling scenarios based on client objectives and financial data.
• Partner closely with client stakeholders to understand business requirements and translate them into comprehensive financial models.
• Identify financial trends, risks, opportunities, and potential impacts across various scenarios.
• Prepare clear and polished presentations summarizing financial analysis, findings, and recommendations.
• Present complex financial information in a concise and understandable manner to senior and executive-level stakeholders.
• Ensure models are accurate, organized, scalable, and appropriately documented.
• Support ad hoc financial analysis and strategic planning initiatives as needed.

Skills

Advanced Excel

Financial modeling

Debt waterfalls

Debt service ratios

Cash flow forecasting

Scenario modeling

Client-facing communication

Independent remote work

PowerPoint

Education

Bachelor's degree in Finance, Accounting, Economics, Business, or related field

Tools

Microsoft Excel

PowerPoint

Job description

Company Profile

At Sand Cherry Associates, we excel in the design and delivery of strategic customer-centric initiatives through digitally native, data-impowered solutions. Our client’s confidence in us is centered on exceptionally skilled, high-energy talent working with the support of the full Sand Cherry Team. Finding the right match for this role is a critical aspect of our success.

Overview

We are seeking a highly analytical and detail-oriented Financial Modeling & Planning Analyst to support a client team in developing and enhancing sophisticated financial operating models. This role will have a strong focus on financial planning, forecasting, debt structures, and scenario analysis, with particular emphasis on debt waterfalls and debt service ratios. This is a full-time, remote, 12 month-consulting engagement. The ideal candidate brings strong hands-on financial modeling experience and the ability to analyze complex financial information and translate it into clear, actionable insights. Previous investment banking experience is highly preferred, particularly for candidates who have worked with complex financial models, capital structures, debt analysis, or transaction-related financial analysis. Candidates must be authorized to work in the United States without visa sponsorship. We do not offer Corp to Corp arrangements.

Key Responsibilities

• Build, maintain, and enhance detailed financial operating models to support client planning and decision-making.
• Develop and analyze debt waterfalls, debt service ratios, and other debt-related financial models.
• Perform financial forecasting, scenario modeling, sensitivity analysis, and long-term planning.
• Evaluate financial performance, cash flow, debt obligations, and key financial metrics.
• Develop assumptions and modeling scenarios based on client objectives and financial data.
• Partner closely with client stakeholders to understand business requirements and translate them into comprehensive financial models.
• Identify financial trends, risks, opportunities, and potential impacts across various scenarios.
• Prepare clear and polished presentations summarizing financial analysis, findings, and recommendations.
• Present complex financial information in a concise and understandable manner to senior and executive-level stakeholders.
• Ensure models are accurate, organized, scalable, and appropriately documented.
• Support ad hoc financial analysis and strategic planning initiatives as needed.

• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
• Minimum of 5 years financial experience building and maintaining complex financial models.
• 2+ years investment banking experience is highly preferred.
• Experience with debt waterfalls, debt service ratios, debt structures, cash flow modeling, and financial forecasting is required.
• Advanced Microsoft Excel skills with the ability to build sophisticated models from the ground up is necessary.
• Must have strong PowerPoint and presentation-development skills.
• Excellent analytical and quantitative problem-solving abilities.
• Strong attention to detail and commitment to financial accuracy.
• Ability to interpret complex financial data and communicate key findings clearly.
• Strong written and verbal communication skills with the ability to work effectively with senior-level stakeholders.
• Ability to work independently in a remote, client-facing environment.

Compensation

For individuals assigned or hired to work in Colorado, Sand Cherry Associates are required by law to include a reasonable estimate of the compensation range for this role. This compensation range considers a wide range of factors in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and delivery model. This is a 12-month, W2 full-time, remote, consulting engagement with an expected salary range of $130,000-150,000. Years of experience, level of education, geographic location, unique skills/qualifications for the specific role and potential certifications can be key factors in the final compensation for this role.

Our team is unique — we are passionate about what we do. At Sand Cherry, our Consultants know they are impacting and shaping our clients’ industries. We recognize our employees for their contributions. Our culture is one of the most friendly and communicative in the consulting industry. Sand Cherry is not a top-heavy organization. We offer the opportunity to be part of a digital workforce. Discover the experience that only comes with self-responsibility in the workplace. Our team members manage their own workloads and are expected to deliver exceptional work for our clients. Professional career growth is one of our main priorities, as we affirm that investing in our Consultants and empowering our people will also deliver the best results and value for our clients.