Remote FP&A Analyst: Forecasting & Budgeting Expert

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, reporting, and performance analysis activities. You will analyze financial and operational data to identify trends, explain variances, develop forecasts, and provide actionable insights to support management decisions and strategic planning.

You will collaborate across Finance, Accounting, Operations, and Sales to ensure accurate planning, reporting, and analysis, while building models and dashboards

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or related field.
• 2–5 years of FP&A, financial analysis, corporate finance, accounting, or related field.
• Strong understanding of budgeting, forecasting, financial statements, and variance analysis.
• Advanced Microsoft Excel skills, including financial modeling, pivot tables, formulas, and data analysis.
• Experience with financial planning and reporting systems.
• Strong analytical and quantitative skills.
• Excellent attention to detail and organizational skills.
• Strong written and verbal communication skills.
• Ability to work independently and collaborate with cross-functional teams.
• Ability to manage multiple priorities and meet recurring reporting deadlines.

Responsibilities

• Support the annual budgeting and financial planning process.
• 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.
• Identify key financial and operational drivers affecting business performance.
• Develop and maintain financial models for budgeting, forecasting, and scenario analysis.
• Prepare monthly management reporting packages and financial presentations.
• Develop financial dashboards and KPIs.
• Partner with department leaders to understand financial performance and investigate significant variances.
• Assist in developing long-range financial plans and strategic forecasts.
• Perform scenario, sensitivity, and what-if analysis to support business decisions.
• Analyze financial trends and provide recommendations to improve financial performance.
• Support headcount planning, compensation analysis, and workforce budgeting.
• Monitor departmental spending and identify opportunities for cost control.
• Assist with revenue forecasting and sales performance analysis.
• Reconcile financial information with Accounting records and investigate discrepancies.
• Extract and analyze financial and operational data from ERP and reporting systems.
• Improve financial reporting processes through automation and standardization.
• Prepare ad-hoc financial analyses and reports for management.
• Support month-end and quarter-end financial reporting activities.
• Maintain accurate documentation of financial models, assumptions, forecasts, and reporting processes.
• Assist with special projects, business cases, and strategic financial initiatives.
• Maintain confidentiality of sensitive financial and business information.

Skills

FP&A

Budgeting

Forecasting

Financial Modeling

Variance Analysis

Management Reporting

Statement Analysis

Power BI

Tableau

Excel

ERP Systems

SQL

Data Analysis

Headcount Planning

Strategic Planning

Process Improvement

Education

Bachelor's degree

MBA

Tools

Power BI

Tableau

SAP

Oracle

NetSuite

Workday

Microsoft Dynamics

SQL

Job description

The Helmsman Group LLC is seeking a Financial Analyst — FP&A to support budgeting, forecasting, reporting, and performance analysis activities. You will analyze financial and operational data to identify trends, explain variances, develop forecasts, and provide actionable insights to support management decisions and strategic planning.

You will collaborate across Finance, Accounting, Operations, and Sales to ensure accurate planning, reporting, and analysis, while building models and dashboards