Our client is seeking a Budgeting/Forecasting Specialist to build financial models, manage planning cycles, and provide forward-looking insights that guide strategy.
Requirements
- Budget Development: Lead preparation of annual operating and capital budgets.
- Consolidate inputs across departments and business units.
- Ensure budgets align with company goals and resource constraints.
- Forecasting: Maintain rolling forecasts for revenue, expenses, and cash flow.
- Update models monthly or quarterly with actuals, adjusting assumptions.
- Build scenario and sensitivity analyses to test potential outcomes.
- Variance Analysis: Compare actual results to budgets/forecasts.
- Prepare written commentary to explain variances and recommend corrective actions.
- Financial Modeling: Build dynamic Excel or Google Sheets models (DCF, ROI, IRR, break-even).
- Use advanced formulas, macros, or BI tool integrations to improve accuracy.
- Reporting: Prepare management reporting packages with dashboards and visualizations.
- Present insights to executives, highlighting risks and opportunities.
- Collaboration: Partner with department heads to align forecasts with operational plans.
- Work with FP&A teams to refine planning assumptions.
- Process Improvement: Identify inefficiencies in forecasting workflows.
- Implement new FP&A software or improve data integrations (Adaptive Insights, Anaplan, Workday, or equivalent)
Benefits
- Paid Time Off
- 401k Matching
- Retirement Plan
- Health Insurance
- Paid Vacation
