FP&A Specialist / Financial Modeling Analyst
Job Title: FP&A Specialist / Financial Modeling Analyst (3-Statement Expert) Location: Remote Type: Full-Time
About the Role: We are seeking a highly analytical and detail-oriented Financial Modeling Analyst with deep expertise in building and maintaining fully integrated 3-statement financial models (Income Statement, Balance Sheet, and Cash Flow). The ideal candidate will have a strong background in Excel-based modeling (not reliant on third-party tools) and experience supporting strategic planning, forecasting, and financial decision-making across multiple business functions.
Key Responsibilities
- Build and maintain integrated 3-statement financial models that provide a clear view of company performance and cash flow under various scenarios.
- Develop and maintain driver-based forecasting models that connect operational metrics (e.g., headcount, revenue pipeline, churn) to financial outcomes.
- Design and implement dynamic revenue and cost drivers to support flexible scenario modeling and sensitivity analyses.
- Conduct rolling forecasts and update models regularly to reflect actuals, budgets, and forward-looking assumptions.
- Prepare clear and insightful variance analysis (actual vs. budget) to guide strategic decisions.
- Support the finance and executive teams in creating board-ready reports and presentation materials.
- Ensure all models follow best practices in financial modeling (e.g., modular design, clear assumptions, audit trail).
- Collaborate cross-functionally with FP&A, operations, sales, and executive leadership to align forecasts with strategic goals.
Qualifications
- 5+ years of experience in financial modeling, FP&A, investment banking, corporate finance, or related fields.
- Proven experience building 3-statement financial models in Excel (not third-party modeling platforms).
- Deep understanding of GAAP financial statements and the mechanics of how P&L, balance sheet, and cash flow interconnect.
- Strong ability to translate operational inputs into financial impacts using driver-based logic.
- Experience creating sensitivity and scenario analyses for strategic planning.
- Excellent communication and presentation skills; able to explain complex models to non-financial stakeholders.
- Highly organized, with strong attention to detail and a mindset for continuous improvement.
Preferred Qualifications
- Experience working in SaaS, eCommerce, or other recurring revenue business models.
- Experience preparing materials for board meetings or investor updates.
- Familiarity with BI tools (e.g., Power BI, Tableau) and ERP/accounting systems (a plus, not required).