Remote Financial Modeling & Planning Analyst

Sandcherry-Inc; United States; Remote; USD 130,000 - 150,000; Full time

Job summary

Sand Cherry Associates is seeking a highly analytical Financial Modeling & Planning Analyst to support a client team in developing and enhancing sophisticated financial operating models, with a focus on debt waterfalls and debt service ratios. This is a full-time, remote, 12-month consulting engagement requiring strong hands-on modeling and investment banking experience.

Applicants must be authorized to work in the United States without visa sponsorship.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
• Minimum of 5 years financial experience building and maintaining complex financial models.
• 2+ years investment banking experience is highly preferred.
• Experience with debt waterfalls, debt service ratios, debt structures, cash flow modeling, and financial forecasting is required.
• Advanced Microsoft Excel skills with the ability to build sophisticated models from the ground up is necessary.
• Must have strong PowerPoint and presentation-development skills.
• Excellent analytical and quantitative problem-solving abilities.
• Strong attention to detail and commitment to financial accuracy.
• Ability to interpret complex financial data and communicate key findings clearly.
• Strong written and verbal communication skills with the ability to work effectively with senior-level stakeholders.
• 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

Analytical abilities

Quantitative problem-solving

Written and verbal communication

Attention to detail

Independent remote work capability

Education

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

Tools

Microsoft Excel

PowerPoint

Job description

Sand Cherry Associates is seeking a highly analytical Financial Modeling & Planning Analyst to support a client team in developing and enhancing sophisticated financial operating models, with a focus on debt waterfalls and debt service ratios. This is a full-time, remote, 12-month consulting engagement requiring strong hands-on modeling and investment banking experience.

Applicants must be authorized to work in the United States without visa sponsorship.