Financial Planning and Analysis Specialist

micro1; Austin (TX); Remote; USD 27,552 - 68,880; Part time

Job summary

A dynamic financial services company is seeking a Financial Planning and Analysis Specialist to join their team. In this part-time remote role, you will leverage your expertise in financial modeling and data analysis to guide strategic initiatives. The ideal candidate should have a solid background in budgeting, forecasting, and at least 3 years of experience in a financial planning role. This opportunity allows for global collaboration while delivering critical insights to enhance business performance.

Qualifications

• Minimum of 3 years of professional experience in a Financial Planning & Analysis (FP&A) role.
• Advanced proficiency in Excel, including structuring datasets and executing analytical workflows.
• Strong background in budgeting, forecasting, and financial modeling.

Responsibilities

• Develop, refine, and maintain complex financial models for forecasting and budgeting.
• Analyze financial data, identify trends, and provide data-backed recommendations.
• Prepare and communicate financial reports for leadership.

Skills

budgeting

forecasting

data analysis

communication skills

Excel proficiency

Job description

Financial Planning and Analysis Specialist

$20 - $50/hour pay

Required Skills

budgeting

forecasting

data analysis

Job Description

Job Title: Financial Planning and Analysis Specialist

Job Type: Part-time

Location: Remote (Worldwide)

Job Summary

Join our customer's team as a Financial Planning and Analysis Specialist, where your expertise in financial modeling and data-driven decision-making will shape strategic outcomes. This part-time, fully remote position offers the opportunity to collaborate globally while delivering actionable insights and supporting critical business planning initiatives.

Key Responsibilities

• Develop, refine, and maintain complex financial models to support forecasting and budgeting processes.
• Analyze financial data, identify trends, and deliver clear, data-backed recommendations to key stakeholders.
• Lead the preparation and review of detailed budgets and long-term financial forecasts.
• Structure and manipulate large datasets in Excel to deliver precise, actionable analyses.
• Collaborate closely with cross-functional teams to understand business drivers and ensure alignment with financial goals.
• Prepare and communicate financial reports, dashboards, and presentations for leadership.
• Record and articulate analytical reasoning through concise, well-structured walkthroughs, ensuring clarity for diverse audiences.

Required Skills and Qualifications

• Minimum of 3 years of professional experience in a Financial Planning & Analysis (FP&A) role.
• Advanced proficiency in Excel, including structuring datasets and executing analytical workflows.
• Strong background in budgeting, forecasting, and financial modeling.
• Exceptional written and verbal communication skills, with a demonstrated ability to articulate complex concepts to varied audiences.
• Experience preparing clear, documented walkthroughs of your analysis and recommendations.
• Proven ability to extract key insights from financial data and present findings in a logical, compelling manner.
• Self-motivated, able to manage competing priorities, and thrive in a remote, collaborative environment.

Preferred Qualifications

• Experience working with international teams or supporting global business operations.
• Familiarity with modern BI tools and financial planning software.
• Professional certification in finance (e.g., CFA, CPA) or related field.

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