Financial Planning Consultant

Job Summary

A company is looking for a Financial Planning and Analysis Consultant who will deliver financial analysis and insights to inform strategic decisions across the business.

Key Responsibilities

• Prepare and analyze financial reports, including monthly, quarterly, and annual statements
• Lead the annual budgeting and strategic planning process while developing and maintaining complex financial forecasting models
• Conduct scenario analysis to evaluate the financial impact of different strategic decisions and support key strategic projects

Required Qualifications

• Bachelor's degree in Finance, Accounting, or Economics is required
• CPA or CFA certification is preferred
• Minimum of 7-10 years experience in Financial Planning & Analysis or financial consulting
• Advanced skills in financial modeling and data analysis
• Proficiency in Microsoft Excel and familiarity with financial management applications