Financial Modeling and Planning Analyst

Job Description:

• Build, maintain, and enhance detailed financial operating models to support client planning and decision-making
• Develop and analyze debt waterfalls, debt service ratios, and other debt-related financial models
• Perform financial forecasting, scenario modeling, sensitivity analysis, and long-term planning
• Evaluate financial performance, cash flow, debt obligations, and key financial metrics
• Develop assumptions and modeling scenarios based on client objectives and financial data
• Partner with client stakeholders to understand business requirements and translate them into comprehensive financial models
• Identify financial trends, risks, opportunities, and potential impacts across various scenarios
• Prepare presentations summarizing financial analysis, findings, and recommendations
• Present complex financial information to senior and executive-level stakeholders
• Ensure models are accurate, organized, scalable, and appropriately documented
• Support ad hoc financial analysis and strategic planning initiatives

Requirements:

• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field
• Minimum of 5 years financial experience building and maintaining complex financial models
• 2+ years investment banking experience is highly preferred
• Experience with debt waterfalls, debt service ratios, debt structures, cash flow modeling, and financial forecasting is required
• Advanced Microsoft Excel skills with the ability to build sophisticated models from the ground up
• Strong PowerPoint and presentation-development skills
• Excellent analytical and quantitative problem-solving abilities
• Strong attention to detail and commitment to financial accuracy
• Ability to interpret complex financial data and communicate key findings clearly
• Strong written and verbal communication skills with the ability to work effectively with senior-level stakeholders
• Ability to work independently in a remote, client-facing environment
• Must be authorized to work in the United States without visa sponsorship
• No Corp to Corp arrangements

Benefits:

• Full-time W2 consulting engagement
• Remote work arrangement
• Professional career growth opportunities
• Self-responsibility and autonomy in managing workloads
• Supportive, friendly, and communicative company culture
• Opportunity to contribute to clients’ industries and strategic initiatives