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.

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Role overview

We are assisting a Confidential Client in Accounting & Finance to hire an experienced associate-level FP&A (Financial Planning & Analysis) Consultant in Washington, D.C. This hands-on role supports budgeting, forecasting, financial modeling and performance management for client engagements. You will work on data-driven projects, help design performance frameworks, and contribute to deliverables that influence strategic decisions.

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What You’ll Do

• Analyze financial and operational data to develop KPIs and performance metrics
• Design and implement performance management frameworks that improve efficiency
• Provide guidance on budgeting, forecasting and financial planning processes
• Build and maintain financial models to support scenario analysis and strategic planning
• Use financial management and reporting tools to streamline decision-making
• Conduct complex data analysis and create clear visualizations to inform leadership and clients
• Create budgets, monitor trends, and identify opportunities for cost optimization
• Collaborate with client teams to understand needs and deliver tailored financial solutions
• Adopt a continuous-learning mindset to expand technical skills and contribute to team success

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Qualifications (Minimum requirements)

• At least a Bachelor’s degree
• Minimum 1 year of relevant professional experience in finance, FP&A, or related analytical roles
• Demonstrated proficiency in financial modeling and forecasting
• Strong Excel skills and experience with data visualization tools (e.g., Power BI, Tableau)
• Solid analytical thinking and ability to synthesize data into actionable insights
• Strong written and verbal communication skills; able to present findings clearly to diverse audiences

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Preferred / What Sets You Apart

• Degree in Accounting, Finance, Analytics/Data Science, Business, Computer Science/Information Systems, or similar
• Prior industry experience in Banking & Capital Markets, Industrials, Consumer Packaged Goods, or similar sectors
• Experience with enterprise performance management or EPM tools (e.g., OneStream, Hyperion)
• Familiarity with data querying or scripting (SQL, Python) and automation of reporting processes
• Experience working in a client-facing consulting environment

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Compensation & Benefits

• Salary range: $61,000 - $100,000 per year (actual pay depends on skills, experience, qualifications, and location in accordance with applicable law)
• Eligible employees may receive an annual discretionary bonus (where applicable)
• Benefits typically include medical, dental, vision, 401(k), paid holidays, vacation, and personal/sick leave — specifics depend on the Confidential Client’s policies and the candidate’s location

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Location & Work Authorization

• Job location: Washington, D.C. (onsite / client-facing as required by engagements)
• Applicants must be authorized to work in the U.S. as required by the Confidential Client’s hiring policy. If you require visa sponsorship, please confirm sponsorship availability with Careertakes before applying.
• Reasonable accommodations are available for applicants with disabilities; request details during the hiring process. Applicants impacted by local “fair chance” hiring ordinances will be considered in accordance with applicable law.

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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.