Financial Planning and Analysis Consultant in New York at Jobgether

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Financial Planning and Analysis Consultant based in United States.

This is a project-based FP&A consulting opportunity supporting a growing organization with critical financial planning and strategic decision-making. The role will lead budgeting, forecasting, and long-range planning while building financial models that support growth and commercialization initiatives. You will translate complex financial and operational data into actionable insights for executives and functional leaders. The position also focuses on developing KPI dashboards and scalable reporting frameworks, particularly around SaaS and operational performance. You will contribute to scenario planning, sensitivity analysis, and capital planning in a dynamic business environment. This opportunity is well suited to an experienced finance professional who combines strong analytical capabilities with strategic business judgment.

• Lead annual budgeting, forecasting, and long-range financial planning processes.
• Develop and maintain financial models supporting revenue growth, product commercialization, market expansion, and capital planning initiatives.
• Analyze business and financial performance, identifying trends, opportunities, risks, and areas requiring management attention.
• Translate financial analysis into clear, actionable recommendations for executives and functional leaders.
• Build KPI dashboards and reporting frameworks focused on SaaS metrics, operational performance, and business health.
• Support scenario modeling and sensitivity analysis to evaluate strategic options and potential business outcomes.
• Contribute to strategic planning initiatives by providing financial perspectives, forecasts, and decision-support analysis.
• Develop scalable reporting processes that can support a rapidly growing organization.
• Establish and maintain financial controls and reporting practices that improve accuracy, consistency, and visibility.
• Partner with cross-functional stakeholders to understand business drivers and ensure financial plans align with organizational priorities.

• Bachelor’s degree or higher in Finance, Accounting, or a related discipline.
• 7+ years of experience in FP&A, strategic finance, corporate finance, finance consulting, or a closely related field.
• Demonstrated experience leading budgeting, forecasting, and long-range planning processes.
• Strong financial modeling and analytical capabilities, with the ability to evaluate complex business scenarios and translate findings into recommendations.
• Experience developing KPI dashboards, reporting frameworks, and performance metrics, preferably within SaaS or other high-growth environments.
• Strong understanding of strategic finance, business performance analysis, and capital planning.
• Excellent communication and presentation skills, with the ability to explain financial concepts clearly to executive and non-finance stakeholders.
• Ability to work independently, manage multiple priorities, and deliver high-quality work in a project-based environment.
• Strong problem-solving skills and sound business judgment.
• CPA, CFA, or MBA is preferred.
• Must reside in the continental United States.
• Must be legally authorized to work in the United States now and in the future; visa sponsorship is not available.

• Fully remote project-based opportunity.
• Opportunity to support a growing organization through strategic financial planning and analysis.
• Exposure to revenue growth, commercialization, market expansion, capital planning, and SaaS-oriented financial metrics.
• High-impact work supporting executive decision-making and business strategy.
• Opportunity to develop scalable financial processes, reporting frameworks, and controls.
• Flexible remote work environment.