Job Description

💰 Budgeting & Forecasting Specialist (FP&A / Financial Modeling)

Full-Time | Remote | U.S. Client Business Hours

🚀 About the Role

We’re hiring a highly analytical and detail-oriented Budgeting & Forecasting Specialist to help drive smarter financial decisions through forecasting, financial modeling, budgeting, and strategic analysis.

This role is ideal for someone who:

• Loves working with numbers and financial models
• Can turn raw data into actionable business insights
• Understands forecasting, variance analysis, and scenario planning
• Enjoys influencing leadership through data-driven recommendations

You’ll work closely with:
✅ finance leadership
✅ department heads
✅ operations teams
✅ executives

to ensure the company has accurate, forward-looking financial visibility.

📊 What You’ll Own

Budgeting & Financial Planning

• Lead preparation of:
• annual budgets
• operating plans
• departmental forecasts
• capital expenditure planning
• Consolidate inputs across departments and business units
• Ensure budgets align with:
• growth goals
• operational realities
• strategic priorities

Forecasting & Scenario Modeling

• Maintain rolling:
• revenue forecasts
• expense forecasts
• cash flow projections
• Update models monthly and quarterly using actual performance data
• Build:
• sensitivity models
• scenario analyses
• forecasting assumptions
• Analyze:
• growth opportunities
• cost impacts
• hiring plans
• operational risks

Financial Modeling & Analysis

• Build dynamic financial models using:
• Excel
• Google Sheets
• FP&A tools
• Create:
• DCF models
• ROI analysis
• break-even analysis
• profitability models
• headcount planning models
• Improve reporting accuracy through:
• automation
• dashboards
• integrations

Variance Analysis & Reporting

• Compare:
• actuals vs budget
• actuals vs forecast
• forecast vs prior periods
• Prepare executive-ready commentary explaining:
• variances
• risks
• trends
• recommendations
• Develop dashboards and reporting packages for leadership review

Cross-Functional Collaboration

• Partner with department leaders to validate assumptions and spending plans
• Work closely with:
• finance teams
• operations
• leadership
• FP&A stakeholders
• Translate financial insights into practical business recommendations

Process Improvement & Automation

• Identify inefficiencies in forecasting workflows
• Improve:
• reporting processes
• model accuracy
• planning cycles
• Support implementation or optimization of:
• Anaplan
• Adaptive Insights
• Workday
• Power BI
• Tableau
• Looker

🔥 What We’re Looking For

Core Requirements

• Bachelor’s degree in:
• Finance
• Accounting
• Economics
• or related field
• 3+ years of FP&A, budgeting, forecasting, or financial analysis experience
• Advanced Excel / Google Sheets skills:
• nested formulas
• pivot tables
• scenario modeling
• financial forecasting
• Strong experience with:
• variance analysis
• financial reporting
• forecasting cycles
• Ability to communicate financial insights clearly to non-financial stakeholders

⭐ Nice to Have

• Experience with:
• Anaplan
• Adaptive Insights
• Hyperion
• Workday
• MBA, CPA, or CFA credentials
• Experience in:
• SaaS
• real estate
• professional services
• high-growth businesses
• Familiarity with:
• Power BI
• Tableau
• Looker
• Experience automating financial workflows or reporting

📅 What a Typical Day Looks Like

• Update forecasting models with current actuals
• Analyze variances and identify trends or risks
• Run financial scenarios and sensitivity analyses
• Build executive dashboards and reporting packages
• Meet with department leaders to validate assumptions
• Improve spreadsheets, models, and planning workflows
• Present financial insights and recommendations to leadership

In short:
You provide the financial clarity and forecasting intelligence that helps leadership make smarter business decisions.

📈 Success Looks Like

• Forecast accuracy consistently within target ranges
• Budgets delivered accurately and on time
• Executive reporting that drives decisions and clarity
• Reduced forecasting cycle times through automation
• Error-free financial models and dashboards
• Strong leadership confidence in forecasting reliability

🌍 Why This Role Stands Out

• High-impact role influencing strategic decisions
• Strong ownership over forecasting and planning processes
• Opportunity to build advanced financial models and reporting systems
• Exposure to leadership and cross-functional operations
• Remote flexibility with modern finance tools and workflows
• Career growth into:
• Senior FP&A
• Finance Manager
• Strategic Finance
• Director-level planning roles

🧪 Interview Process

• Initial Phone Screen
• Video Interview with Pavago Recruiter
• Practical Financial Modeling Task
• Client Interview
• Offer & Background Verification

👉 Apply Now

If you:

• Love financial modeling and forecasting
• Enjoy turning numbers into business insights
• Thrive in analytical, fast-paced environments
• Want to influence real business decisions through finance

This role is a strong fit for you.