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Finance Operations & Planning Manager
24-MAGFinance consultant evaluating budgets, forecasts, reports, pricing, and cash-flow decisions. Reviewing financial-management workflows for accuracy, risk, compliance, and professional quality.
Posted 8/25/2026part-timeRemote • New York • 🇺🇸 United StatesMid-LevelSenior💰 $60 - $100 per hourWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial management, including budgeting, forecasting, and financial analysis, while providing precise, evidence-based evaluations of financial plans and decisions. Strong understanding of financial controls and compliance is essential for assessing risks and ensuring sound financial practices.
Highest-signal resume keywords
Financial ManagementBudgetingForecastingFinancial AnalysisFinancial Reporting
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial PlanningCash-Flow ManagementFinancial ReportingVariance AnalysisRisk AssessmentCommercial Decision-MakingFinancial ControlsPerformance EvaluationCost AnalysisProfitability Assessment
Soft Skills
Written CommunicationAnalytical ThinkingIndependent WorkAttention to Detail
Industry Keywords
Corporate FinanceFinancial ReportingFinancial StrategiesOperational ConsiderationsRegulatory ComplianceFinancial RiskResource AllocationManagement ReportsFinancial ProjectionsCommercial Trade-Offs
About the role
Key responsibilities & impact- Evaluate financial plans and management recommendations for accuracy and commercial soundness
- Assess financial decisions against organisational objectives and constraints
- Review assumptions underlying forecasts, budgets, and financial strategies
- Identify inconsistencies, unsupported conclusions, and material financial risks
- Review operating budgets, forecasts, and financial projections
- Evaluate revenue, expense, cash-flow, resource, and variance assumptions
- Assess cash-flow management, liquidity oversight, working capital, and financial resource allocation
- Evaluate financial implications of operational and commercial decisions
- Review management reports, financial analyses, and performance summaries
- Assess calculations, metrics, conclusions, financial interpretations, and management commentary
- Evaluate pricing decisions, cost, margin, profitability, and commercial trade-offs
- Review accounting, banking, credit, insurance, securities, and financial-planning scenarios where relevant
- Assess financial controls, risk, compliance, and operational considerations
- Compare alternative financial-management responses and determine whether recommendations are realistic and professionally defensible
- Provide clear reasoning supporting evaluation decisions
- Review financial work products for accuracy and professional quality
- Provide precise, evidence-based written feedback and apply evaluation standards consistently
Requirements
What you’ll need- 4+ years of relevant professional experience in financial management, corporate finance, financial planning, financial reporting, or a closely related role
- Experience as a Finance Manager, Finance Director, Financial Planning Manager, Financial Reporting Manager, Branch Manager, or similar finance professional
- Demonstrated experience overseeing financial activities at the branch, office, department, or business-unit level
- Strong experience with budgeting, forecasting, cash-flow management, financial reporting, and financial analysis
- Experience overseeing accounting, banking, credit, insurance, securities, or financial-planning activities is highly relevant
- Strong understanding of financial controls, commercial decision-making, and regulatory considerations
- Ability to evaluate financial recommendations from both analytical and operational perspectives
- Strong written English communication skills
- Ability to work independently and provide precise professional feedback
- Work must be completed without using confidential or proprietary information belonging to any employer, client, institution, or other third party
- H1-B and STEM OPT support is unavailable for this engagement
Benefits
Comp & perks- Fully remote
- Part-time independent contractor engagement
- Availability of 20+ hours per week
- Immediate start
- Initial project duration of approximately 4–6 weeks
- Projects may be extended, shortened, or concluded based on project needs and performance