Financial Planning & Analyst

Job Title: Remote Financial Planning & Analysis (FP&A) Analyst 

Job Type: Part-Time | Independent Contractor 

About the Role: 

A growing event and experiential marketing agency is seeking a highly analytical and detail-oriented Financial Planning & Analysis (FP&A) Analyst to provide part-time financial support focused on forecasting, strategic reporting, and business performance analysis.

This role will work directly with leadership to help turn financial data into actionable insights, support budgeting, forecasting, and financial modeling, and improve visibility into company performance, profitability, and cash flow. The ideal candidate is proactive, organized, and comfortable working with financial data, projections, and reporting in a fast-paced agency environment. Prior experience supporting US-based businesses and working within finance, accounting, or FP&A functions is strongly preferred.

Key Responsibilities: 

Financial Planning & Analysis

• Prepare and maintain budgets, forecasts, and cash flow projections
• Monitor budget-to-actual performance and provide explanations for key variances
• Conduct profitability, margin, breakeven, and variance analysis
• Build financial models to support planning, forecasting, and strategic decisions
  
  

Strategic Reporting & Business Insights

• Translate financial data into clear, actionable insights for leadership
• Support the preparation of monthly, quarterly, or ad hoc business reports
• Track financial performance against targets, budgets, or projections
  • Prepare executive-level financial reports, summaries, and performance updates
  • Develop and maintain KPIs, scorecards, dashboards, and financial tracking reports
  • Identify financial and operational trends, risks, and opportunities, and translate them into actionable recommendations for leadership
    
    

Cost Management & Operational Finance Support

• Work with internal financial data to help monitor profitability and financial health
• Partner with leadership to support financial decision-making for business initiatives and special projects
  • Analyze company spending, vendor costs, and purchasing trends
  • Identify cost-saving opportunities and areas to improve operational efficiency
  • Recommend process improvements that strengthen financial visibility and internal controls
    
    

Systems, Data & Cross-Functional Support

• Work within QuickBooks and other internal systems to gather and analyze financial data
• Maintain accuracy and organization of financial reports and supporting files
• Collaborate with internal stakeholders when financial data or reporting support is needed
• Assist with special projects related to financial planning, business analysis, or process improvement
  • Support leadership with scenario planning, strategic analysis, and financial recommendations
  • Evaluate the financial impact of new initiatives, investments, and growth opportunities
  • Help assess factors affecting profitability, cash flow, and overall business performance
  • Assist with ad hoc financial analysis, strategic planning support, and special projects as needed

Qualifications & Ideal Traits: 

Must-Have

• Previous experience in Financial Planning & Analysis (FP&A), financial analysis, accounting, or strategic finance support
• Strong background in financial reporting, forecasting, budgeting, and data analysis
• Experience using QuickBooks
• Strong analytical thinking and ability to interpret financial data for business decision-making
• Excellent attention to detail and high level of accuracy
• Strong written and verbal English communication skills
• Comfortable working directly with leadership and handling sensitive financial information
• Ability to work independently, proactively, and within US business hours
• Highly organized with strong follow-through and reporting discipline
  
  

Preferred

• Experience supporting a US-based business
• Background in agency, service-based, or project-based businesses
• Familiarity with tools such as Monday.com, Dropbox, and spreadsheet-based reporting
• Experience creating financial models, strategic summaries, or business performance dashboards
• Prior exposure to cost management, profitability analysis, or business decision support
• Experience building dashboards, scorecards, executive summaries, or other financial performance reporting tools 
  
  

Working Environment: 

• Fully remote role
• Part-time position with a dedicated 4-hour shift during US business hours
• Will work closely with leadership and support financial visibility across the business
• Fast-paced, collaborative, and detail-sensitive environment
• Role is focused primarily on financial analysis, reporting, and forecasting, with close alignment to internal business performance and planning needs