FP&A Consultant

512Financial

FP&A Consultant managing financial planning and analysis for various clients in a remote setting. Delivering insights and supporting decision-making in a fast-paced consultancy environment.

Posted 7/29/2026full-timeRemote • Texas • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning and analysis, including budgeting, forecasting, and variance analysis, while effectively communicating insights to client leadership. Proficient in advanced financial modeling and the integration of planning tools to support strategic decision-making.

Highest-signal resume keywords

Financial Planning And Analysis (FP&A)Advanced Financial ModelingMS Excel ProficiencyClient-Facing Leadership ExperienceBudgeting And Forecasting

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisVariance AnalysisBudgetingForecastingScenario PlanningHeadcount ModelingData AnalysisDashboard DevelopmentReporting PackagesKey Performance Indicators (KPIs)

Soft Skills

Interpersonal SkillsCommunication SkillsProblem-Solving SkillsTeam PlayerActive Listening

Tools & Technologies

Business Intelligence (BI) ToolsPlanning ToolsAdaptiveVenaPlanfulQuickBooks Online (QBO)IntacctSageNetSuite

Industry Keywords

Corporate FinanceFinancial ReportingInvestor RelationsFundraisingFinancial Systems Integration

About the role

Key responsibilities & impact

Own the planning, forecasting, and financial analysis function for clients
Deliver the insights leadership teams need for data-driven decisions
Play a strategic role in budgeting, forecasting, variance analysis, and reporting
Collaborate closely with colleagues and partner directly with client leadership
Help clients gain clarity, confidence, and control over their financial future
Build and maintain monthly, quarterly, and annual budgets and financial forecasts
Analyze variances, trends, and key performance indicators with client leadership
Develop dashboards and reporting packages translating complex data into narratives
Lead scenario planning, headcount modeling, and long-range strategic planning
Support fundraising, board reporting, and investor-facing financial materials as needed
Integrate and optimize planning tools and financial systems
Serve as a trusted advisor and liaison across client finance, accounting, and leadership teams
Present findings and recommendations directly to client executives and stakeholders
Mentor junior team members and contribute to FP&A best practices across engagements
Perform ad hoc financial analysis to support client decision-making.

Requirements

What you’ll need

Bachelor's degree in Finance, Accounting, Economics, or related field
Minimum 4 years practical FP&A, corporate finance, or related analytical experience
2 years management or client-facing leadership experience preferred
Advanced financial modeling and forecasting skills; strong proficiency with MS Excel
Experience with BI or planning tools a plus (Adaptive, Vena, Planful, or similar)
Experience in various ERPs a plus (QBO, Intacct, Sage, NetSuite)
Strong interpersonal and communication skills (both verbal and written)
Positive attitude and team player
Ability to multi-task and prioritize "big ticket items"
Confidence, ambition, self-motivation, and ability to work both independently and in a team environment
Active listening and problem-solving skills.

Benefits

Comp & perks

Medical, Dental and Vision Insurance
401K + match
Profit Share Bonus
Parental Leave
Life Insurance
Short Term and Long Term Disability
Generous Time Off Policy
Annual Employee Development Funds