Investment Banking Expert | $95/hr Remote

Crossing Hurdles; United States; Remote; CAD 61,992 - 130,872; Part time

Job summary

A financial advisory firm is seeking a Financial Planning and Analysis Expert to provide analytical support on financial and marketing datasets. This remote position requires a Bachelor's degree in a relevant field and proven experience in finance and SaaS metrics. The expert will develop financial models, ensure compliance with reporting standards, and collaborate with teams to drive strategic planning. Professional certifications are preferred, and hours range from 10 to 40 per week.

Qualifications

• Strong years of experience in finance, accounting, FP&A, audit or SaaS finance.
• Investment banking experience strongly preferred.
• Professional certifications such as CPA, CFA or equivalent are preferred.

Responsibilities

• Analyze complex financial and marketing datasets to generate actionable business intelligence.
• Develop, refine, and implement financial models and forecasts.
• Prepare, review, and optimize financial reporting aligned with US GAAP and IFRS standards.

Skills

Financial analysis

Analytical thinking

Communication skills

Attention to detail

Education

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

Job description

Position: Financial Planning and Analysis Expert

Type: Contract

Compensation: $45 – $95/hour

Location: Remote

Commitment: 10-40 hours/week

Role Responsibilities

• Analyze complex financial and marketing datasets to generate actionable business intelligence.
• Develop, refine, and implement financial models, forecasts, and scenario analyses to support decision‑making.
• Create and improve analytical rubrics and frameworks to enhance AI model training and performance.
• Prepare, review, and optimize financial reporting aligned with US GAAP and IFRS standards.
• Collaborate with cross‑functional teams to support strategic planning initiatives.
• Ensure compliance with financial regulations and internal control requirements.
• Advise stakeholders on SaaS metrics including ARR, MRR, CAC, and LTV to inform growth strategies.

Requirements

• Bachelor’s degree in Accounting, Finance, Economics, Engineering, or a related quantitative field.
• Strong years of experience in finance, accounting, FP&A, audit, or SaaS finance.
• Investment banking experience strongly preferred.
• Exceptional written and verbal communication skills, with the ability to present complex financial concepts clearly.
• Strong analytical thinking and attention to detail.
• Professional certifications such as CPA, CFA, or equivalent are preferred.
• Strong years of overall professional experience preferred.
• Deep experience with SaaS metrics and performance analytics is advantageous.