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 goals. This role involves providing guidance on budgeting, forecasting, and financial planning while collaborating with clients to deliver tailored financial solutions and 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.
Role overview
Confidential Client is seeking an experienced associate-level FP&A Consultant to join a Finance Solutions team supporting clients across Accounting & Finance functions. In this role you will analyze financial data, build models and forecasts, and help design performance-management frameworks that improve decision-making and operational efficiency.
What you’ll do
- Analyze financial data and develop KPIs and performance metrics to support strategic objectives
- Design and implement performance management frameworks and process improvements
- Provide guidance on budgeting, forecasting, and financial planning best practices
- Build and maintain financial models to support scenario planning and strategic initiatives
- Use financial systems and data-visualization tools to produce insights and clear reports for clients
- Monitor financial trends and identify opportunities for cost reduction or revenue enhancement
- Collaborate directly with clients to understand needs and deliver tailored financial solutions
- Gather and synthesize information from multiple sources to inform recommendations
- Apply a continuous-learning mindset to deepen technical and industry knowledge
Qualifications (minimum)
- Bachelor’s degree (any field)
- At least 1 year of relevant professional experience in finance, FP&A, consulting, or related roles
- Strong Excel skills and experience building financial models
- Ability to analyze data, draw conclusions, and present findings clearly to stakeholders
- Excellent communication and active listening skills
Preferred / Nice-to-have
- Degree or coursework in Accounting, Finance, Business, Analytics/Data Science, Computer Science, or Information Systems
- Prior sector experience (Banking & Capital Markets, Industrials, Consumer Packaged Goods, etc.)
- Experience with data visualization tools (Tableau, Power BI, etc.)
- Familiarity with financial management software and ERP/reporting systems
- Demonstrated ability to work on client-facing teams in fast-paced environments
Compensation & benefits
- Salary range: $61,000 - $100,000 per year (actual compensation depends on skills, experience, qualifications, and location)
- Eligible for annual discretionary bonus (if applicable)
- Benefits may include medical, dental, vision, retirement plan (401k), paid time off, and other programs — details provided by our client during the hiring process
Location & employment type
- Work location: Highland Park, TX (local / on-site expectations set by the client)
- Employment type: Full-time
Additional notes
- This role is posted by Careertakes on behalf of our client (Confidential Client). Candidates may be considered for additional matched opportunities via the Careertakes platform.
- All applicants will be considered without regard to any protected status under applicable law. Reasonable accommodation is available for candidates with disabilities during the application process; contact Careertakes for assistance.
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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