Remote FP&A Analyst - Strategic Forecasts

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

Job summary

The Helmsman Group LLC is seeking a Financial Analyst to analyze corporate financial performance, build budgets, forecasts, and dashboards, and partner with leadership to drive data-driven decisions. This role emphasizes cross-functional collaboration with Finance, Accounting, Operations, and business leaders to interpret results and support strategic planning.

Responsibilities include monthly/quarterly reporting, variance analysis, budgeting, financial modeling, and preparing management

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field.
• 2–5 years of experience in financial analysis, FP&A, or related roles.
• Strong understanding of financial statements and corporate finance principles.
• Advanced Excel skills with pivot tables, formulas, lookups, and modeling.
• Experience with ERP and financial reporting systems.
• Excellent written and verbal communication skills.
• Ability to manage multiple deadlines with strong attention to detail.

Responsibilities

• Analyze corporate financial performance, including revenue, expenses, profitability, cash flow, and operating results.
• Prepare monthly, quarterly, and annual financial reports and presentations.
• Perform budget-to-actual and forecast-to-actual variance analysis.
• Assist with the preparation of annual budgets, forecasts, and long-range financial plans.
• Develop financial models to support planning, forecasting, and decision-making.
• Analyze financial trends and identify key drivers of business performance.
• Prepare financial forecasts based on historical performance, assumptions, and market conditions.
• Monitor departmental and corporate budgets and identify variances.
• Prepare management reports, dashboards, and KPIs.
• Partner with business units to understand results and explain variances.
• Conduct profitability, cost, revenue, and expense analysis.
• Support strategic initiatives through financial modeling and ROI analysis.
• Evaluate financial impact of projects and initiatives.
• Assist with cash flow analysis and working capital reporting.
• Reconcile financial information with Accounting records and investigate discrepancies.
• Extract and analyze data from ERP, accounting, and reporting systems.
• Improve reporting processes through automation and standardization.
• Support month-end and quarter-end close activities.
• Prepare ad-hoc financial analyses for senior management.
• Maintain documentation of models, assumptions, and methodologies.
• Ensure analyses comply with policies and controls.

Skills

Corporate Financial Analysis

FP&A

Budgeting & Forecasting

Financial Modeling

Variance Analysis

Financial Statement Analysis

Data Analysis

Management Reporting

Education

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

Tools

Excel

ERP Systems

Power BI

Tableau

SAP/Oracle/NetSuite/Workday

SQL/Python

Job description

The Helmsman Group LLC is seeking a Financial Analyst to analyze corporate financial performance, build budgets, forecasts, and dashboards, and partner with leadership to drive data-driven decisions. This role emphasizes cross-functional collaboration with Finance, Accounting, Operations, and business leaders to interpret results and support strategic planning.

Responsibilities include monthly/quarterly reporting, variance analysis, budgeting, financial modeling, and preparing management