FP&A Consultant

UHY-US; Naples (FL); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health insurance

Dental and vision

401(k)

PTO

Job summary

UHY Advisors' Resource Solutions Group is seeking experienced FP&A Consultants for project-based and interim engagements across Florida, including Miami. You will engage in planning, forecasting, modeling, and management reporting, stepping into active client environments with limited ramp-up.

The role emphasizes hands-on financial planning, driver-based analysis, KPI reporting, and actionable insights to support strategic decisions for diverse clients in the Florida region.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
• 10+ years of relevant finance experience with substantial hands-on FP&A responsibility across budgeting, forecasting, modeling, variance analysis, and reporting.
• Advanced financial modeling skills to build, audit, and improve driver-based forecasts and long-range plans.
• Ability to synthesize large data sets and communicate risks and opportunities to stakeholders.

Responsibilities

• Own or support annual budgets, rolling forecasts, reforecasts, long-range plans, and scenario analyses.
• Build and maintain integrated financial models for revenue, gross margin, expenses, headcount, and cash flow.
• Analyze actuals vs. budget/forecast with variance and bridge analyses to identify drivers and corrective actions.
• Develop executive reporting packages, KPI scorecards, dashboards, and decision-support analyses.
• Partner with leaders to improve forecast accuracy and resource allocation.
• Extract and reconcile data from ERP and planning systems, resolving data-quality issues.

Skills

Advanced Excel

Driver-based forecasting

Scenario analysis

Communication with finance and ops

Independent ramp-up

Client engagement / consulting

Data integration

Education

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

Tools

Anaplan

Workday Adaptive Planning

Oracle Hyperion/EPM

Planful

Power BI

Tableau

SAP/Oracle/NetSuite ERP

Job description

UHY Advisors' Resource Solutions Group provides clients with accomplished professionals to support finance, accounting, internal audit and tax teams. Whether it is permanent placement, project work, loaned staff support or business process outsourcing - we are ready to meet your needs.

Our team has extensive experience with a wide range of clients from middle market, closely held organizations, to large Fortune 500 companies. We focus on finance and accounting, internal audit, IT audit and tax. We offer direct, personal involvement from senior practitioners and strive to meet clients' needs rapidly.

Job Description

UHY is seeking experienced FP&A Consultants for project-based and interim engagements in Miami and throughout Florida. Engagement logistics and work arrangement will vary by client; consultants should be prepared to step into active planning, reporting, and decision-support work with limited ramp-up.

The FP&A Consultant will provide hands-on financial planning, modeling, forecasting, performance analysis, and management reporting support. Projects may include rebuilding budgets and forecasts, developing driver-based models, improving KPI reporting, supporting strategic or transaction analysis, or providing interim FP&A capacity. The consultant should connect financial and operating data, identify key business drivers, communicate implications clearly, and build practical tools the client can continue using.

Key Responsibilities

• Own or support annual budgets, rolling forecasts, reforecasts, long-range plans, and scenario analyses, including development of assumptions, financial drivers, and supporting models.
• Build and maintain integrated financial models for revenue, gross margin, operating expenses, headcount, cash flow, capital needs, profitability, or other key business drivers.
• Analyze actual results versus budget, forecast, and prior periods; identify drivers, risks, opportunities, and corrective actions through clear variance and bridge analysis.
• Develop executive and management reporting packages, KPI scorecards, dashboards, and decision-support analyses that translate financial and operating data into actionable insights.
• Partner with business and functional leaders to improve forecast accuracy, challenge assumptions, evaluate resource allocation, and support operating and strategic decisions.
• Extract, reconcile, and validate data from ERP, planning, and reporting systems; resolve data-quality issues and improve repeatability of planning and reporting processes.
• Support strategic finance projects such as pricing, margin analysis, investment cases, sensitivity analysis, acquisition or integration modeling, portfolio performance analysis, and other ad hoc decision support as engagement needs require.
• Streamline models, reporting calendars, templates, and recurring FP&A workflows through better process design, automation, documentation, and knowledge transfer to the client team.

Skills And Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
• 10+ years of relevant finance experience with substantial hands‑on FP&A responsibility across budgeting, forecasting, financial modeling, variance analysis, and management reporting.
• Advanced financial modeling skills with the ability to build, audit, and improve driver-based forecasts, scenario models, long-range plans, and executive-level decision-support analyses.
• Demonstrated ability to synthesize large or imperfect data sets, identify material business drivers, and communicate risks, opportunities, and recommendations to finance and operating stakeholders.
• Ability to enter an existing planning environment, establish priorities quickly, work independently, and deliver accurate analysis and reporting with limited ramp-up.
• Prior consulting, interim, project-based, advisory, professional-services, staffing, or comparable client-service experience strongly preferred.
• Advanced Microsoft Excel skills and experience with planning, reporting, and business‑intelligence platforms such as Anaplan, Workday Adaptive Planning, Oracle Hyperion/EPM, Planful, Power BI, Tableau, and major ERP environments such as SAP, Oracle, or NetSuite, or comparable systems.
• Strong communication skills with the ability to partner effectively with finance leaders, business operators, executives, and cross-functional stakeholders.
• Ability to manage multiple deadlines, exercise sound judgment, adapt models and reporting to changing business conditions, improve recurring FP&A processes, and leave clear client documentation.

Who We Are

UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360‑degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.

UHY-RESOURCE SOLUTIONS

A career alternative that can give you the best of both worlds.

For over a decade, our UHY Resource Solutions Consultants have mastered the "gig economy" and have enjoyed the flexibility that consulting with UHY Resource Solutions is built upon. Our employment model is designed to offer a career alternative to traditional accounting professions.

What We Offer

Enjoy a collaborative and supportive work environment where teamwork is valued.

Attractive Compensation Packages

Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.

COMPREHENSIVE BENEFIT PACKAGE

Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

Candidates must reside in the United States and be authorized to work in the United States without requiring sponsorship.

Candidates must be able to meet any stated onsite or hybrid work requirements.