Financial planning & analysis (FP&A) AI Expert

This role is for one of our clients

Compensation: $100-$120 per hour (20 hours per week commitment)
Job Type: Part-time / Contract

Location: US, UK, Canada, France, Portugal (remote)

We are seeking a highly analytical and forward-thinking FP&A AI Expert to join our finance team. This role blends traditional financial planning and analysis with advanced AI-driven insights, enabling data-backed strategic decision-making. The ideal candidate will bring strong financial acumen alongside hands-on experience leveraging AI tools and data models to enhance forecasting accuracy, automate reporting, and uncover actionable insights.

Requirements

Key Responsibilities:

• Lead the budgeting, forecasting, and variance analysis processes across business units, ensuring accuracy, transparency, and alignment with organizational goals.
• Develop dynamic financial models that incorporate AI/ML techniques to improve forecast precision and identify trends, risks, and opportunities.
• Perform detailed variance analysis (actual vs. budget/forecast), providing clear explanations and actionable recommendations to senior leadership.
• Design and implement long-range planning frameworks, including multi-year financial projections and strategic roadmaps.
• Build scenario models to evaluate the financial impact of business decisions, market changes, and operational strategies.
• Define, monitor, and refine key performance indicators (KPIs) that align with business objectives and drive performance accountability.
• Develop AI-powered dashboards and reporting tools for real-time KPI tracking and decision support.
• Collaborate cross-functionally with finance, operations, product, and data teams to integrate financial insights into business strategies.
• Automate repetitive FP&A processes using AI tools, improving efficiency and reducing manual effort.
• Translate complex financial data into clear, concise insights for stakeholders, including senior management and executives.

Required Skills & Qualifications:

• Bachelor’s degree in Finance, Accounting, Economics, Data Science, or a related field; MBA/CA/CFA is a plus.
• 3–8 years of experience in FP&A, financial modeling, or corporate finance.
• Strong expertise in budgeting, forecasting, and variance analysis.
• Proven experience in long-range planning and scenario modeling.
• Ability to define and track KPIs that drive business performance.
• Familiarity with AI/ML applications in finance, including predictive analytics and automation tools.
• Advanced proficiency in Excel and financial modeling; experience with tools like Python, SQL, Power BI, or Tableau is highly desirable.
• Strong analytical thinking and problem-solving skills with attention to detail.
• Excellent communication skills, with the ability to present insights to non-finance stakeholders.

Preferred Qualifications:

• Experience working with AI-driven financial planning platforms or enterprise planning tools (e.g., Anaplan, Adaptive Insights).
• Knowledge of data visualization and dashboarding best practices.
• Exposure to automation tools and scripting for finance processes.

What Success Looks Like:

• Improved forecasting accuracy through AI-driven models.
• Streamlined budgeting and reporting processes with reduced manual intervention.
• Clear visibility into business performance through well-defined KPIs and dashboards.
• Strategic insights that directly influence business decisions and growth.