Financial planning analyst

Budgeting & Forecasting Specialist (FP&A, Financial Modeling & Strategic Planning) – Remote

Position Type: Full-Time, Remote

Working Hours: U.S. Client Business Hours

About the Role

At Pavago, one of our clients is hiring a Budgeting & Forecasting Specialist to lead financial planning, budgeting, forecasting, and strategic analysis that supports smarter business decisions. This role is ideal for someone who enjoys building financial models, analyzing trends, and transforming complex data into actionable insights. You’ll work closely with Finance, Operations, and Executive Leadership to develop accurate forecasts, improve planning processes, and provide the financial visibility needed to support business growth. If you’re passionate about FP&A, financial modeling, and influencing strategic decisions through data, this is an excellent opportunity to make a meaningful impact.

Responsibilities

Budgeting & Financial Planning

• Lead the preparation of annual budgets, operating plans, departmental forecasts, and capital expenditure plans.
• Consolidate financial inputs from multiple departments and business units.
• Ensure budgets align with business objectives, operational priorities, and growth strategies.
• Monitor budget performance and recommend adjustments as business needs evolve.

Forecasting & Scenario Analysis

• Maintain rolling revenue, expense, and cash flow forecasts.
• Update forecasting models using monthly and quarterly actual financial results.
• Develop scenario analyses, sensitivity models, and forecasting assumptions.
• Evaluate the financial impact of hiring plans, investments, pricing strategies, and operational changes.
• Identify potential risks and opportunities through forward-looking analysis.

Financial Modeling & Analysis

• Build and maintain dynamic financial models using Excel, Google Sheets, or FP&A platforms.
• Develop valuation, ROI, DCF, break-even, profitability, and headcount planning models.
• Analyze financial performance and provide recommendations to improve profitability and efficiency.
• Improve reporting accuracy through automation and model optimization.

Variance Analysis & Executive Reporting

• Analyze actual results against budgets, forecasts, and prior periods.
• Prepare executive-ready financial reports with clear commentary on key variances, risks, trends, and recommendations.
• Develop dashboards and reporting packages for Finance and Executive Leadership.
• Present financial insights that support strategic business decisions.

Cross-Functional Collaboration

• Partner with department leaders to validate financial assumptions and spending plans.
• Collaborate with Finance, Operations, FP&A, and Executive teams to improve planning accuracy.
• Translate financial analysis into practical business recommendations for non-financial stakeholders.

Process Improvement & Automation

• Identify opportunities to improve budgeting, forecasting, and reporting processes.
• Reduce manual reporting through automation and workflow improvements.
• Support implementation and optimization of FP&A platforms such as Anaplan, Adaptive Insights, Hyperion, or Workday.
• Improve dashboarding and reporting using Power BI, Tableau, Looker, or similar tools.

Required Experience & Skills

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 3+ years of experience in FP&A, budgeting, forecasting, or financial analysis.
• Advanced Microsoft Excel or Google Sheets skills, including Pivot Tables, nested formulas, financial modeling, and scenario analysis.
• Strong experience with budgeting, forecasting cycles, variance analysis, and financial reporting.
• Excellent analytical, problem-solving, and organizational skills.
• Ability to communicate complex financial information clearly to non-financial stakeholders.
• Strong attention to detail and ability to manage multiple priorities in a remote environment.

Nice to Have

• Experience with Anaplan, Adaptive Insights, Hyperion, Workday, or similar FP&A platforms.
• MBA, CPA, CFA, or related professional certification.
• Experience supporting SaaS, professional services, real estate, or high-growth organizations.
• Experience with Power BI, Tableau, or Looker.
• Experience automating financial reporting and planning workflows.

What Success Looks Like

• Forecast accuracy consistently within target ranges.
• Budgets delivered accurately and on schedule.
• Executive reporting that provides actionable financial insights.
• Reduced planning cycle times through automation and process improvements.
• Reliable, error-free financial models and reporting dashboards.
• Leadership confidence in financial forecasts and strategic recommendations.

Interview Process

• Initial Recruiter Screening
• Video Interview with Pavago Recruiter
• Practical Assessment (Financial Modeling & Forecasting Exercise)
• Client Interview
• Offer & Onboarding

What Happens After You Apply

Right after you apply, you’ll receive an email invitation from Spark Hire to record your Intro Video. This short, self-recorded video is the final step that completes your application. Instead of repeating yourself through multiple screening calls, you’ll introduce yourself once, and your video will be shared with the hiring team. This helps hiring managers evaluate your communication style early, making future interviews more meaningful while reducing unnecessary interview rounds. Don’t overthink it—you can record your video as many times as you’d like before submitting it. Only your final submission will be reviewed. Please keep an eye on both your inbox and spam folder for your Spark Hire invitation.