Remote | FP&A Planning & Management Reporting Consultant
We are sharing a specialised part-time consulting opportunity for professionals experienced in FP&A, corporate finance, budgeting, forecasting, variance analysis, headcount modeling, management reporting, and structured finance planning workflows. This role supports current and upcoming remote consulting opportunities focused on structured FP&A review, budget and forecast analysis, management reporting assessment, headcount planning, driver-based modeling, scenario analysis, and high-quality project execution. Selected professionals will apply their finance expertise to review realistic planning scenarios, evaluate financial assumptions and documentation requirements, prepare structured written outputs, and support accurate, evidence-based FP&A workflow tasks.
Key Responsibilities
Professionals in this role may contribute to:
Budgeting, Forecasting & Planning Review
• Review FP&A scenarios involving budget rollups, forecast packs, planning assumptions, department budgets, and target financial outputs
• Evaluate budgets and forecasts against source materials, defined targets, planning logic, and documented business requirements
• Support structured review of headcount plans, hiring plans, unit economics, forecast models, and planning workbooks
• Identify missing assumptions, reconciliation issues, model inconsistencies, and expected planning outcomes
Management Reporting & Variance Analysis
• Review management reporting scenarios involving variance bridges, KPI calculations, board-pack metrics, financial summaries, and performance reporting
• Evaluate variance explanations against fixed decompositions, source data, expected calculations, and reporting requirements
• Support structured review of board decks, forecast packs, KPI reports, operating reviews, and management reporting materials
• Prepare clear written explanations for FP&A decisions based on source materials and verifiable criteria
Driver-Based Modeling & Operating Finance
• Review operating finance scenarios involving driver-based opex walks, scenario models, input assumptions, expected outputs, and business drivers
• Evaluate scenario models against specified inputs, financial formulas, operating assumptions, and target results
• Support structured review of EPM workflows using tools such as Anaplan, Adaptive, Pigment, Excel, Google Sheets, or similar systems
• Maintain accuracy, consistency, and professional judgment across submitted work
Ideal Profile
Strong candidates may have:
• 4+ years of experience in FP&A, corporate finance, strategic finance, business finance, finance operations, management reporting, or related finance roles
• Experience with one or more areas such as budget building, forecast rollups, variance analysis, driver-based planning, headcount modeling, unit economics, KPI reporting, or scenario modeling
• Familiarity with EPM or finance planning tools such as Anaplan, Adaptive Planning, Pigment, Planful, Vena, Oracle EPM, Workday Adaptive, Excel, Google Sheets, or similar systems
• Comfort reading and preparing finance artifacts such as budgets, forecast packs, variance bridges, board decks, headcount models, KPI reports, and scenario models
• Strong written communication skills and ability to explain FP&A reasoning clearly
• Ability to follow structured instructions and produce evidence-based work
Educational Background
• A degree or professional background in finance, accounting, economics, business administration, mathematics, statistics, or a related quantitative field is helpful
• Equivalent practical experience in FP&A, corporate finance, strategic finance, planning, forecasting, or management reporting is also highly relevant
Nice to Have
• Experience with headcount planning, department budgeting, opex planning, unit economics, board reporting, operating reviews, or finance business partnering
• Familiarity with Anaplan, Adaptive Planning, Pigment, Planful, Vena, Excel-based modeling, EPM workflows, or finance planning systems
• Experience preparing or reviewing budgets, forecasts, variance bridges, board packs, KPI reports, headcount models, or scenario analyses
• Strong understanding of SaaS metrics, operating finance, departmental planning, hiring plans, or driver-based financial models
• Strong attention to detail in model-heavy, numbers-heavy, and documentation-based finance environments
Why This Opportunity
• Apply FP&A and corporate finance expertise to structured remote project work
• Contribute to high-quality budg
Key Responsibilities
Professionals in this role may contribute to:
Budgeting, Forecasting & Planning Review
• Review FP&A scenarios involving budget rollups, forecast packs, planning assumptions, department budgets, and target financial outputs
• Evaluate budgets and forecasts against source materials, defined targets, planning logic, and documented business requirements
• Support structured review of headcount plans, hiring plans, unit economics, forecast models, and planning workbooks
• Identify missing assumptions, reconciliation issues, model inconsistencies, and expected planning outcomes
Management Reporting & Variance Analysis
• Review management reporting scenarios involving variance bridges, KPI calculations, board-pack metrics, financial summaries, and performance reporting
• Evaluate variance explanations against fixed decompositions, source data, expected calculations, and reporting requirements
• Support structured review of board decks, forecast packs, KPI reports, operating reviews, and management reporting materials
• Prepare clear written explanations for FP&A decisions based on source materials and verifiable criteria
Driver-Based Modeling & Operating Finance
• Review operating finance scenarios involving driver-based opex walks, scenario models, input assumptions, expected outputs, and business drivers
• Evaluate scenario models against specified inputs, financial formulas, operating assumptions, and target results
• Support structured review of EPM workflows using tools such as Anaplan, Adaptive, Pigment, Excel, Google Sheets, or similar systems
• Maintain accuracy, consistency, and professional judgment across submitted work
Ideal Profile
Strong candidates may have:
• 4+ years of experience in FP&A, corporate finance, strategic finance, business finance, finance operations, management reporting, or related finance roles
• Experience with one or more areas such as budget building, forecast rollups, variance analysis, driver-based planning, headcount modeling, unit economics, KPI reporting, or scenario modeling
• Familiarity with EPM or finance planning tools such as Anaplan, Adaptive Planning, Pigment, Planful, Vena, Oracle EPM, Workday Adaptive, Excel, Google Sheets, or similar systems
• Comfort reading and preparing finance artifacts such as budgets, forecast packs, variance bridges, board decks, headcount models, KPI reports, and scenario models
• Strong written communication skills and ability to explain FP&A reasoning clearly
• Ability to follow structured instructions and produce evidence-based work
Educational Background
• A degree or professional background in finance, accounting, economics, business administration, mathematics, statistics, or a related quantitative field is helpful
• Equivalent practical experience in FP&A, corporate finance, strategic finance, planning, forecasting, or management reporting is also highly relevant
Nice to Have
• Experience with headcount planning, department budgeting, opex planning, unit economics, board reporting, operating reviews, or finance business partnering
• Familiarity with Anaplan, Adaptive Planning, Pigment, Planful, Vena, Excel-based modeling, EPM workflows, or finance planning systems
• Experience preparing or reviewing budgets, forecasts, variance bridges, board packs, KPI reports, headcount models, or scenario analyses
• Strong understanding of SaaS metrics, operating finance, departmental planning, hiring plans, or driver-based financial models
• Strong attention to detail in model-heavy, numbers-heavy, and documentation-based finance environments
Why This Opportunity
• Apply FP&A and corporate finance expertise to structured remote project work
• Contribute to high-quality budg