FP&A Consultant (Contract – Reporting & Forecasting Focus)

Location: Remote (U.S.-based preferred)

Duration: 3–6 months (with potential extension)

Overview

Our client is seeking a high-impact FP&A Consultant to support a rapidly scaling organization during a critical growth phase. This role will take ownership of management reporting, OPEX and headcount forecasting, and executive-level insights, while partnering closely with cross-functional leaders to drive better financial visibility and decision-making.

Key Responsibilities

Lead the preparation of monthly and quarterly management reporting packages, including executive-level materials and performance summaries
Analyze financial results and deliver clear, data-driven insights on variances, trends, and key business drivers
Manage and refine OPEX and headcount reporting, partnering with budget owners to track spend, explain variances, and identify risks and opportunities
Maintain and improve forecasting models, ensuring alignment between actuals, forecasts, and business expectations
Support and optimize FP&A systems and tools (e.g., planning platforms, ERP integrations) to enhance reporting accuracy and efficiency
Partner with cross-functional stakeholders (Product, Operations, GTM, G&A) to support budgeting, investment decisions, and scenario planning
Conduct ad hoc financial and operational analysis, including revenue drivers, unit economics, and strategic initiatives
Assist in building driver-based models that connect operational metrics to financial outcomes
Identify opportunities to streamline processes, automate reporting, and improve data integrity

Qualifications

5+ years of experience in FP&A, corporate finance, or related fields
Strong background in management reporting, forecasting, and variance analysis
Advanced financial modeling and Excel skills, with ability to work with large, complex datasets
Experience with FP&A and ERP systems (e.g., NetSuite, Adaptive, Anaplan, or similar)
Strong communication skills with the ability to present insights to senior leadership and non-financial stakeholders
Proven ability to work independently and thrive in a fast-paced, high-growth environment

Preferred Qualifications

Experience in fintech, financial services, or high-growth technology companies
Familiarity with business intelligence tools (e.g., Tableau, Power BI, Looker)
Prior consulting or interim finance experience
Exposure to revenue analytics, unit economics, or strategic finance initiatives

This is a unique opportunity to step into a highly visible role, partner with senior leadership, and help shape financial strategy and reporting in a dynamic, growth-oriented environment.

CBIZ

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