Remote Financial Modeling & Planning Analyst

Sand Cherry Associates, Inc.; Colorado; Hybrid; USD 130,000 - 150,000; Full time

Job summary

Sand Cherry Associates, Inc. is seeking a highly analytical Financial Modeling & Planning Analyst to support a client team in developing and enhancing sophisticated financial operating models.

The role emphasizes debt waterfalls, debt service ratios, and scenario analysis, with a remote 12-month consulting engagement. The ideal candidate has 5+ years of experience in financial modeling and investment banking exposure, and must be authorized to work in the United States without visa sponsorship.

Qualifications

• Bachelor’s degree in finance, accounting, economics, or related field.
• Minimum 5 years of experience building and maintaining complex financial models.
• 2+ years investment banking experience preferred.
• Experience with debt waterfalls, debt service ratios, debt structures, cash flow modeling, and forecasting.
• Advanced Excel skills to build sophisticated models from the ground up.
• Strong PowerPoint and presentation development skills.
• Excellent analytical and quantitative problem-solving abilities.
• Ability to work independently in a remote, client-facing environment.

Responsibilities

• Build, maintain, and enhance detailed financial operating models to support client planning and decision-making.
• Develop and analyze debt waterfalls, debt service ratios, and other debt-related financial models.
• Perform financial forecasting, scenario modeling, sensitivity analysis, and long-term planning.
• Evaluate financial performance, cash flow, debt obligations, and key financial metrics.
• Develop assumptions and modeling scenarios based on client objectives and financial data.
• Partner closely with client stakeholders to understand business requirements and translate them into comprehensive financial models.
• Identify financial trends, risks, opportunities, and potential impacts across various scenarios.
• Prepare clear and polished presentations summarizing financial analysis, findings, and recommendations.
• Present complex financial information in a concise and understandable manner to senior and executive-level stakeholders.
• Ensure models are accurate, organized, scalable, and appropriately documented.
• Support ad hoc financial analysis and strategic planning initiatives as needed.

Skills

Advanced Excel

Financial modeling

Debt waterfalls

Debt service ratios

Cash flow forecasting

Scenario modeling

Client-facing communication

Independent remote work

PowerPoint

Education

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

Tools

Microsoft Excel

PowerPoint

Job description

Sand Cherry Associates, Inc. is seeking a highly analytical Financial Modeling & Planning Analyst to support a client team in developing and enhancing sophisticated financial operating models.

The role emphasizes debt waterfalls, debt service ratios, and scenario analysis, with a remote 12-month consulting engagement. The ideal candidate has 5+ years of experience in financial modeling and investment banking exposure, and must be authorized to work in the United States without visa sponsorship.