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 providing guidance on budgeting, forecasting, and financial planning while collaborating closely with clients to deliver tailored financial solutions. The position offers a dynamic environment focused on continuous learning, quality delivery, and driving value for clients and teams.
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
As an FP&A Consultant (Experienced Associate) supporting a confidential client, you will work on Advisory engagements to improve financial performance and decision-making. Typical responsibilities include:
- Analyzing financial data and developing performance metrics and KPIs
- Designing and implementing performance management frameworks to improve operational efficiency
- Supporting budgeting, forecasting, and financial planning processes
- Building and maintaining financial models to support strategic planning and scenario analysis
- Using financial management and data visualization tools to surface insights
- Creating budgets, monitoring trends, and identifying cost-reduction opportunities
- Conducting complex data analysis to inform business decisions
- Collaborating directly with clients to understand needs and deliver tailored financial solutions
- Gathering and synthesizing information from diverse sources; applying a learning mindset to continually improve deliverables
Qualifications
What you must have:
- At least a Bachelor’s degree
- Minimum 1 year of relevant professional experience in finance, consulting, or a related field
What Sets You Apart (Preferred)
Candidates who demonstrate the following will stand out:
- Degree or coursework in Accounting, Analytics/Data Science, Business Administration, Computer Science/Information Systems, Finance, or Risk Management/Insurance
- Prior industry exposure (for example: Banking & Capital Markets, Industrials, Consumer Packaged Goods)
- Proficiency in financial modeling and forecasting
- Experience with data visualization tools and financial management software
- Strong analytical thinking and the ability to translate data into actionable recommendations
- Excellent written and verbal communication skills; active listening and collaboration across diverse teams
- Experience helping to design or optimize financial processes
Compensation & Benefits
- Salary range: $61,000 - $100,000 per year. Actual pay will depend on skills, experience, qualifications, and location, and will follow applicable employment laws.
- All hired individuals are eligible for an annual discretionary bonus (where applicable).
- Benefits may include medical, dental, vision, 401(k), paid holidays, vacation, and personal/family sick leave. Specific benefits depend on the confidential client’s offerings and location.
Additional hiring notes
- The confidential client is committed to following applicable local hiring and fair-chance laws. For applicants covered by local Fair Chance / Ban-the-Box ordinances, conviction records will be evaluated in accordance with those laws.
- Applications will be accepted until the position is filled or the posting is removed.
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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