FP&A Consultant

Job not on LinkedIn

🔥 1 hour ago

🤠 Texas – Remote

🤠 Texas – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

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512Financial

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2022

📣 Marketing

💼 Consulting

💸 Finance

Marketing • Consulting • Finance

512Financial is a financial services firm that specializes in providing comprehensive solutions in finance and accounting, human resources, and marketing. The company supports early to mid-stage companies with services like financial reporting, human resource strategy, and budgeting. 512Financial aims to enhance business growth through tailored financial strategies and operational efficiencies, catering to clients across various industries in the U. S.

📋 Description

• Own the planning, forecasting, and financial analysis function for clients • Deliver the insights leadership teams need for data-driven decisions • Play a strategic role in budgeting, forecasting, variance analysis, and reporting • Collaborate closely with colleagues and partner directly with client leadership • Help clients gain clarity, confidence, and control over their financial future • Build and maintain monthly, quarterly, and annual budgets and financial forecasts • Analyze variances, trends, and key performance indicators with client leadership • Develop dashboards and reporting packages translating complex data into narratives • Lead scenario planning, headcount modeling, and long-range strategic planning • Support fundraising, board reporting, and investor-facing financial materials as needed • Integrate and optimize planning tools and financial systems • Serve as a trusted advisor and liaison across client finance, accounting, and leadership teams • Present findings and recommendations directly to client executives and stakeholders • Mentor junior team members and contribute to FP&A best practices across engagements • Perform ad hoc financial analysis to support client decision-making.

🎯 Requirements

• Bachelor's degree in Finance, Accounting, Economics, or related field • Minimum 4 years practical FP&A, corporate finance, or related analytical experience • 2 years management or client-facing leadership experience preferred • Advanced financial modeling and forecasting skills; strong proficiency with MS Excel • Experience with BI or planning tools a plus (Adaptive, Vena, Planful, or similar) • Experience in various ERPs a plus (QBO, Intacct, Sage, NetSuite) • Strong interpersonal and communication skills (both verbal and written) • Positive attitude and team player • Ability to multi-task and prioritize "big ticket items" • Confidence, ambition, self-motivation, and ability to work both independently and in a team environment • Active listening and problem-solving skills.

🏖️ Benefits

• Medical, Dental and Vision Insurance • 401K + match • Profit Share Bonus • Parental Leave • Life Insurance • Short Term and Long Term Disability • Generous Time Off Policy • Annual Employee Development Funds