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.
Overview
Confidential Client is seeking an experienced FP&A Consultant — Experienced Associate to support financial planning & analysis (FP&A) engagements in the New Orleans (Custom House), LA area. This role focuses on analyzing financial data, building models and KPIs, and helping clients improve budgeting, forecasting, and decision-making processes.
What You’ll Do
- Analyze financial statements and operational data to develop meaningful performance metrics and KPIs
- Design and implement performance management frameworks to improve efficiency and visibility
- Build and maintain financial models to support budgeting, forecasting, and scenario analysis
- Support budgeting and forecasting processes and provide actionable insights for strategic decisions
- Use financial management and data visualization tools to synthesize results and present to stakeholders
- Monitor trends, identify cost-reduction opportunities, and translate findings into recommendations
- Collaborate directly with clients to understand business needs and deliver tailored financial solutions
- Apply continuous learning to expand technical skills and contribute to team outcomes
Qualifications
Minimum requirements
- Bachelor’s degree in Finance, Accounting, Economics, Business, Data Analytics or related field
- At least 1 year of professional experience in finance, FP&A, or related analytical roles
- Proficiency in financial modeling and familiarity with budgeting/forecasting techniques
- Strong analytical skills and experience working with data to inform business decisions
- Clear written and verbal communication skills; ability to present findings to varied audiences
Preferred (nice-to-have)
- Degree or coursework in Accounting, Analytics/Data Science, Computer Science/Information Systems, Risk Management, or similar
- Prior industry experience (Banking & Capital Markets, Industrials, Consumer Goods)
- Experience with data visualization tools and financial management software
- Demonstrated ability to work directly with clients or cross-functional teams
Compensation & Benefits
- Salary range: $61,000 - $100,000 per year (actual pay depends on skills, experience, qualifications, and location)
- Eligible for annual discretionary bonus where applicable
- Typical benefits include medical, dental, vision, retirement savings (401k), paid time off, and other standard employee benefits (may vary by location)
Location & Employment Type
- Job location: Custom House (New Orleans), LA — on-site / client-facing expected
- Employment type: Full-Time
Why Join
This role provides exposure to client-facing advisory work and the opportunity to deepen FP&A, modeling, and data-analysis skills while contributing to high-impact projects. Ideal for early-career professionals who want accelerated learning through hands-on client engagements and mentorship.
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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