Financial Planning & Strategy Manager (Volunteer Role-Unpaid)

Fact Finders Pro

Seattle (WA)

On-site

USD 124,200 - 179,775

Part time

14 days+

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Job summary

A leading financial consultancy in Seattle is seeking a Financial Planning & Strategy Manager to enhance financial modeling, cost structure analysis, and revenue forecasting. The successful candidate will work closely with executives and stakeholders, requiring 5+ years of relevant experience and proficiency in Excel. The position offers a chance to impact key business decisions through data-driven insights. This role is essential for ensuring robust financial growth and operational efficiency.

Qualifications

5+ years of experience in financial planning, business modeling, or corporate strategy.
Proven track record in building dynamic financial models from scratch.
Strong analytical skills with the ability to present clear insights.

Responsibilities

Develop, maintain, and optimize detailed financial models for business lines.
Create accurate revenue forecasts based on market data and trends.
Partner with teams to align financial forecasts with business objectives.

Skills

Financial modeling

Cost structure analysis

Revenue forecasting

Analytical skills

Collaboration

Education

Bachelor’s degree in finance, economics, accounting, or related field

MBA or CFA preferred

Tools

Excel

Google Sheets

Financial planning software

Job description

Financial Planning & Strategy Manager (Volunteer Role-Unpaid)

4 days ago Be among the first 25 applicants

Role Overview

We are seeking an experienced Financial Planning & Strategy Manager to lead our financial modeling, cost structure analysis, and revenue forecasting. This role will be pivotal in ensuring our business decisions are grounded in robust, data-driven financial insights. You will work closely with the executive team, product leaders, and investors to evaluate business scenarios, optimize cost efficiency, and project revenue growth.

The ideal candidate has strong expertise in building dynamic financial models, understanding cost drivers, and translating market and operational data into actionable forecasts.

Key Responsibilities

Develop, maintain, and optimize detailed financial models for new and existing business lines.
Build and validate cost hypotheses, identifying opportunities for operational and margin improvement.
Create accurate revenue forecasts based on market data, customer acquisition trends, and pricing strategies.
Partner with product, operations, and marketing teams to align financial forecasts with business objectives.
Conduct sensitivity and scenario analyses to support strategic decision-making.
Prepare financial reports, dashboards, and presentations for executive leadership and investors.
Support fundraising efforts by providing financial projections and answering investor due diligence questions.
Monitor key financial KPIs and provide recommendations for corrective actions.

Qualifications

5+ years of experience in financial planning, business modeling, or corporate strategy, preferably in a startup, fintech, or SaaS environment.
Proven track record in building dynamic financial models from scratch.
Strong analytical skills with the ability to interpret complex data and present clear insights.
Proficiency in Excel/Google Sheets; experience with financial planning software is a plus.
Understanding of cost structures, unit economics, and revenue forecasting methodologies.
Strong business acumen and ability to collaborate with cross-functional teams.
Bachelor’s degree in finance, economics, accounting, or related field; MBA or CFA preferred.

Seniority level