Finance Solutions - FP&A Consultant - Experienced Associate
The Finance Solutions - FP&A Consultant - Experienced Associate at Confidential Client supports clients by analyzing financial data, developing performance metrics, and designing frameworks to enhance operational efficiency and strategic decision-making. This role involves budgeting, forecasting, financial planning, and collaborating with clients to deliver tailored financial solutions while continuously developing technical and interpersonal skills in a dynamic advisory environment.
About Careertakes
👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Accounting & Finance.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
What You'll Do
This role is an FP&A Consultant (Experienced Associate) supporting client engagements to improve financial performance and decision-making. You will work with teams and clients to deliver analysis, models, and process improvements that enable better budgeting, forecasting, and business planning.
- Analyze financial and operational data to develop performance metrics and KPIs
- Build and maintain financial models for budgeting, forecasting, and scenario planning
- Design and implement performance management frameworks to improve efficiency
- Use financial management and data visualization tools to surface insights and trends
- Create budgets, monitor financial trends, and identify opportunities for cost optimization
- Collaborate with clients to gather requirements and deliver tailored financial solutions
- Communicate findings clearly to stakeholders and support adoption of recommendations
- Apply a continuous-learning mindset to expand technical skills and deliver higher impact
What You Must Have
- Bachelor’s degree (any field)
- Minimum of 1 year of relevant professional experience in finance, analysis, or related roles
- Strong analytical skills and experience working with financial models
- Proficiency with spreadsheet modeling (Excel); familiarity with financial software or visualization tools
- Clear written and verbal communication skills; ability to work with diverse teams and stakeholders
Preferred / Nice to Have
- Degree or coursework in Accounting, Finance, Analytics/Data Science, Business, Computer Science/IS, or Risk Management
- Prior industry experience in Banking & Capital Markets, Industrials, Consumer Packaged Goods, or similar sectors
- Experience with data visualization tools (e.g., Power BI, Tableau) and advanced Excel functions
- Demonstrated ability to translate complex data into actionable business recommendations
- Experience designing or implementing FP&A processes or performance-management frameworks
Compensation & Benefits
- Salary range: $61,000 - $100,000 (actual pay depends on experience, qualifications, and location)
- Eligible for an annual discretionary bonus
- Typical benefits may include medical, dental, vision, 401(k), paid holidays, vacation, and personal/family leave (specific benefits provided by the confidential client and vary by location)
- Reasonable accommodations will be provided as required by law for candidates with disabilities
Additional Notes for Applicants
- This role is full-time and will be employed directly by the confidential client.
- The confidential client may require background checks or other pre-employment screenings in accordance with applicable laws.
- Applicants must have authorization to work in the U.S. Please confirm your eligibility; the confidential client will advise on any sponsorship policies during the hiring process.
- Careertakes may share additional, matched opportunities with qualified applicants.
Equal Opportunity & Hiring Transparency
Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.
If you have questions about how your data is used, please contact us directly.
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