Remote FP&A Analyst: Budgeting, Forecasting & Insights

The Helmsman Group LLC; Mississippi; Remote; USD 65,000 - 90,000; Full time

Job summary

The Helmsman Group LLC is seeking a Financial Analyst — FP&A to support budgeting, forecasting, financial reporting, and performance analysis across the organization. You will analyze data, develop forecasts, and provide actionable insights to help management plan strategically.

You will collaborate with Finance, Accounting, Operations, and Sales to ensure accurate planning and reporting, build financial models, and prepare dashboards and KPIs to drive business improvements.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field.
• 2–5 years of experience in FP&A or related financial role.
• Strong budgeting, forecasting, and variance analysis skills.
• Advanced Excel skills including financial modeling and pivot tables.
• Experience with financial planning and reporting systems.

Responsibilities

• Support annual budgeting and financial planning processes.
• Prepare monthly, quarterly, and annual financial forecasts.
• Perform budget-to-actual and forecast-to-actual variance analysis.
• Analyze revenue, expenses, profitability, headcount, and operating performance.
• Develop and maintain financial models for budgeting and scenario analysis.
• Prepare monthly management reporting packages and financial presentations.
• Develop financial dashboards and KPIs.
• Partner with department heads to explain financial performance and variances.
• Assist in long-range financial planning and strategic forecasts.
• Conduct scenario and what-if analyses to guide decisions.
• Support headcount planning and workforce budgeting.
• Monitor spending and identify cost-control opportunities.
• Assist with revenue forecasting and sales performance analysis.
• Reconcile financial data with accounting records.

Skills

FP&A

Budgeting

Forecasting

Financial Modeling

Variance Analysis

Management Reporting

Data Analysis

Power BI

Tableau

Advanced Excel

Education

Bachelor’s degree in Finance/Accounting/Economics/Business Administration

MBA (Preferred)

CFA/CPA (Preferred)

Tools

SAP

Oracle

NetSuite

Workday

Microsoft Dynamics

Job description

The Helmsman Group LLC is seeking a Financial Analyst — FP&A to support budgeting, forecasting, financial reporting, and performance analysis across the organization. You will analyze data, develop forecasts, and provide actionable insights to help management plan strategically.

You will collaborate with Finance, Accounting, Operations, and Sales to ensure accurate planning and reporting, build financial models, and prepare dashboards and KPIs to drive business improvements.