Financial Planning Analyst

Pavago

United States

À distance

USD 85 000 - 115 000

Plein temps

Il y a 4 jours

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Résumé du poste

Pavago seeks a Budgeting & Forecasting Specialist to drive financial planning, budgeting, forecasting, and strategic analysis that informs smarter business decisions.

You will build robust models, analyze trends, and transform data into actionable insights, partnering with Finance, Operations, and executives to improve planning, forecasting accuracy, and visibility for growth.

Qualifications

Bachelor’s degree in Finance, Accounting, Economics, or related field.
3+ years FP&A, budgeting, forecasting, or financial analysis.
Advanced Excel/Google Sheets with Pivot Tables and modeling.
Strong communication and stakeholder management in remote settings.

Responsabilités

Lead the annual budgets, operating plans, and capital expenditure forecasts.
Maintain rolling revenue, expense, and cash flow forecasts.
Build dynamic financial models and valuation analyses.
Deliver executive-ready reports with variance commentary.
Collaborate with Finance, Operations, and Leadership to align plans.
Identify opportunities to automate planning and reporting.

Connaissances

FP&A

Budgeting

Forecasting

Excel/Sheets

Communication

Analytical thinking

Remote work

Formation

Bachelor’s degree in Finance/Accounting/Economics

Outils

Anaplan

Adaptive Insights

Hyperion

Workday

Power BI

Tableau

Looker

Description du poste

Budgeting & Forecasting Specialist (FP&A, Financial Modeling & Strategic Planning) – Remote

Position Type: Full-Time, Remote
Working Hours: U.S. Client Business Hours

About the Role

At Pavago, one of our clients is hiring a Budgeting & Forecasting Specialist to lead financial planning, budgeting, forecasting, and strategic analysis that supports smarter business decisions.

This role is ideal for someone who enjoys building financial models, analyzing trends, and transforming complex data into actionable insights. You’ll work closely with Finance, Operations, and Executive Leadership to develop accurate forecasts, improve planning processes, and provide the financial visibility needed to support business growth.

If you’re passionate about FP&A, financial modeling, and influencing strategic decisions through data, this is an excellent opportunity to make a meaningful impact.

Responsibilities

Budgeting & Financial Planning

Lead the preparation of annual budgets, operating plans, departmental forecasts, and capital expenditure plans.
Consolidate financial inputs from multiple departments and business units.
Ensure budgets align with business objectives, operational priorities, and growth strategies.
Monitor budget performance and recommend adjustments as business needs evolve.

Forecasting & Scenario Analysis

Maintain rolling revenue, expense, and cash flow forecasts.
Update forecasting models using monthly and quarterly actual financial results.
Develop scenario analyses, sensitivity models, and forecasting assumptions.
Evaluate the financial impact of hiring plans, investments, pricing strategies, and operational changes.
Identify potential risks and opportunities through forward-looking analysis.

Financial Modeling & Analysis

Build and maintain dynamic financial models using Excel, Google Sheets, or FP&A platforms.
Develop valuation, ROI, DCF, break-even, profitability, and headcount planning models.
Analyze financial performance and provide recommendations to improve profitability and efficiency.
Improve reporting accuracy through automation and model optimization.

Variance Analysis & Executive Reporting

Analyze actual results against budgets, forecasts, and prior periods.
Prepare executive-ready financial reports with clear commentary on key variances, risks, trends, and recommendations.
Develop dashboards and reporting packages for Finance and Executive Leadership.
Present financial insights that support strategic business decisions.

Cross-Functional Collaboration

Partner with department leaders to validate financial assumptions and spending plans.
Collaborate with Finance, Operations, FP&A, and Executive teams to improve planning accuracy.
Translate financial analysis into practical business recommendations for non-financial stakeholders.

Process Improvement & Automation

Identify opportunities to improve budgeting, forecasting, and reporting processes.
Reduce manual reporting through automation and workflow improvements.
Support implementation and optimization of FP&A platforms such as Anaplan, Adaptive Insights, Hyperion, or Workday.
Improve dashboarding and reporting using Power BI, Tableau, Looker, or similar tools.

Required Experience & Skills

Bachelor’s degree in Finance, Accounting, Economics, or a related field.
3+ years of experience in FP&A, budgeting, forecasting, or financial analysis.
Advanced Microsoft Excel or Google Sheets skills, including Pivot Tables, nested formulas, financial modeling, and scenario analysis.
Strong experience with budgeting, forecasting cycles, variance analysis, and financial reporting.
Excellent analytical, problem-solving, and organizational skills.
Ability to communicate complex financial information clearly to non-financial stakeholders.
Strong attention to detail and ability to manage multiple priorities in a remote environment.

Nice to Have

Experience with Anaplan, Adaptive Insights, Hyperion, Workday, or similar FP&A platforms.
MBA, CPA, CFA, or related professional certification.
Experience supporting SaaS, professional services, real estate, or high-growth organizations.
Experience with Power BI, Tableau, or Looker.
Experience automating financial reporting and planning workflows.

What Success Looks Like