FP&A Consultant – Strategic Forecasting & Insights

512Financial; Austin (TX); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Medical, Dental and Vision Insurance

401K + match

Profit Share Bonus

Parental Leave

Life Insurance

Short/Long Term Disability

Generous Time Off Policy

Annual Employee Development Funds

Job summary

512Financial is seeking an FP&A Consultant to own planning, forecasting, and analysis for client engagements. You will deliver data-driven insights to leadership, support budgeting, variance analysis, and reporting, and translate financial data into clear narratives for stakeholders.

This role requires collaboration with client leadership, cross-functional teams, and the delivery of high-quality work in a fast-paced consulting environment.

Qualifications

• Bachelor's degree required in Finance, Accounting, Economics, or related field.
• Minimum 4 years of FP&A, corporate finance, or related analytical experience.
• 2 years of management or client-facing leadership preferred.
• Advanced financial modeling and forecasting skills; strong Excel proficiency.
• Experience with BI or planning tools (Adaptive, Vena, Planful, or similar).
• Experience with various ERPs (QBO, Intacct, Sage, NetSuite) is a plus.
• Strong interpersonal and communication skills (verbal and written).
• Positive attitude and team player; ability to multitask and prioritize big items.

Responsibilities

• Build and maintain monthly, quarterly, and annual budgets and forecasts.
• Analyze variances, trends, and KPIs with client leadership.
• Develop dashboards and reporting packages for clear narratives.
• Lead scenario planning, headcount modeling, and long-range planning.
• Support fundraising, board reporting, and investor materials as needed.
• Integrate and optimize planning tools and financial systems.
• Serve as a trusted advisor across client finance, accounting, and leadership teams.
• Present findings to client executives and stakeholders.
• Mentor junior team members and share FP&A best practices.
• Perform ad hoc financial analysis to support decisions.

Skills

Financial modeling

Forecasting

MS Excel

BI/planning tools

ERP systems

Client-facing leadership

Communication skills

Multi-tasking

Education

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

Tools

Adaptive

Vena

Planful

NetSuite

Intacct

Job description

512Financial is seeking an FP&A Consultant to own planning, forecasting, and analysis for client engagements. You will deliver data-driven insights to leadership, support budgeting, variance analysis, and reporting, and translate financial data into clear narratives for stakeholders.

This role requires collaboration with client leadership, cross-functional teams, and the delivery of high-quality work in a fast-paced consulting environment.