FP&A experts are responsible for business forecasting. They provide analysis in decision-making in all matters operational, financial, andstrategic.
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A Financial Planning & Analysis (FP&A) expert is essentially in charge of all business forecasting. They provide analysis in decision-making in all matters operational, financial, and strategic. A strong candidate combines a strong analytical mindset with technical ability and excellent people skills.
FP&A Consultant Job Description Template
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Company Introduction
Write a short and catchy paragraph about your company. Make sure to provide information about the company’s culture, perks, and benefits. Mention office hours, remote working possibilities, and everything else that you think makes your company a compelling career choice.
Job Description
As an FP&A expert, you will report to the finance director with {{x}} direct reports.
Your responsibilities will include providing financial insights and projections to the accounting team. You will provide reliable data and analysis to be used in decision-making and planning.
You will prepare accurate monthly financial reports, assist in the preparation of presentations that provide thoughtful analysis, identify action items, and effectively frame decisions that need to be made.
Responsibilities
- Provide FP&A finance support to the accounting teams related to productivity, demand planning, reporting, and metrics in a timely manner.
- Identify and understand business challenges; propose and create solutions.
- Partner directly with the finance team and central FP&A groups to collaborate on metrics, goals, and business reviews.
- Dive deeply into financial data and become a subject matter expert to provide additional insights.
- Work on corporate projects and initiatives that impact the entire organization.
- Create presentations that provide insightful analysis, identify required action items, and effectively frame decisions to be made.
- Identify and research variances to forecast, budget, and prior-year expenses, proactively identifying opportunities for improvement.
- Develop and maintain effective relationships with business partners and cross-functional teams at all levels of the organization.
- {If the company is public} Serve as a liaison for the investor relations team, managing the earnings guidance scenario modeling, including executive presentation, Q&A support, and ad hoc analysis.
Skills
- Bachelor’s degree and more than seven years of experience in finance or accounting or a related area
- General knowledge of accounting/financial/operational principles
- Experience developing financial reports and metrics
- Interpersonal and communication skills with the ability to interact with various management levels
- Ability to manage multiple tasks and adapt to a changing, fast-paced environment
- Strong Excel, Word, and PowerPoint skills
- Superior attention to detail and ability to successfully manage multiple competing priorities while maintaining a view of the big picture
- Demonstrated ability to influence others through effective verbal and written communication
- Demonstrated ability to drive projects across an organization
Recent FP&A Articles by Toptal Finance Experts
Advanced Financial Modeling Best Practices: Hacks for Intelligent, Error-free Modeling
By Alberto Bazzana
Adapting for Success – A Guide to Change Management
By Edwin Petersen
Strategic Financial Leadership: 6 Skills CFOs Need Now
By Puneet Sapra
How to Build a 3-statement Model: Best Practices for Valuations and Projections
By Abdullah Karayumak, CFA
The Role and Responsibilities of the Modern CFO: A Function in Transition
By Paul Ainsworth
How to Hire Financial Planning and AnalysisConsultants
Financial planning and analysis (FP&A) consultants are skilled in providing all kinds of financial analysis, ranging from simple business budgeting to complex strategic planning, to help business leaders make informed decisions to support their company objectives effectively. This guide to hiring a financial planning and analysis consultant features interview questions and answers, as well as best practices, to help you identify the top candidates for your company.
Read Hiring Guide
Toptal is a marketplace for top financial planning and analysis consultants. Top companies and startups hire FP&A freelancers from Toptal for their mission critical projects.
See Their Profiles
View Juba
Juba Tsuladze
Freelance FP&A Consultant
United KingdomFreelance FP&A Consultant Since February 15, 2017
Juba is the founder of angioClast, a Cambridge-based biotech startup focused on cancer research. Before entrepreneurship, Juba was a seasoned CFO with multi-industry experience and worked on projects, ranging from an equity sale of a $150 million telecom company to a $50 million hotel business turnaround. He joined the Toptal network to resolve diverse FP&A, M&A, buyouts, and strategic analysis challenges.
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View Jeff
Jeff Villwock
Freelance FP&A Consultant
United StatesFreelance FP&A Consultant Since January 18, 2017
Having completed over $2.5 billion in transactions in his 40+ year career, Jeff works with small and medium-sized businesses (SMEs) as an M&A advisor, fractional CFO, and strategic advisor. He was twice recognized by the Wall Street Journal as an All-Star Analyst in healthcare services. Jeff also serves as the CEO of a $30 million textbook distribution company, where he provided buy-side M&A services and completed the private placement of secured debt.
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View Ellen
Ellen Su
Freelance FP&A Consultant
United StatesFreelance FP&A Consultant Since September 20, 2016
Ellen specializes in answering her clients' complex financial and analytical questions with innovative techniques. She is excited to bring to Toptal clients a vast set of tools to employ on analytical projects. Her unique talent is a seamless combination of data sourcing, programming, financial analysis, storyboarding, and visualization.
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