FP&A Specialist / Financial Modeling Analyst (3-Statement Expert)

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Requirements:

• 5+ years of experience in financial modeling, FP&A, investment banking, corporate finance, or related fields.
• Proven experience building 3-statement financial models in Excel (not third-party modeling platforms).
• Deep understanding of GAAP financial statements and the mechanics of how P&L, balance sheet, and cash flow interconnect.
• Strong ability to translate operational inputs into financial impacts using driver-based logic.
• Experience creating sensitivity and scenario analyses for strategic planning.
• Excellent communication and presentation skills; able to explain complex models to non-financial stakeholders.
• Highly organized, with strong attention to detail and a mindset for continuous improvement.

Responsibilities:

• Build and maintain integrated 3-statement financial models that provide a clear view of company performance and cash flow under various scenarios.
• Develop and maintain driver-based forecasting models that connect operational metrics (e.g., headcount, revenue pipeline, churn) to financial outcomes.
• Design and implement dynamic revenue and cost drivers to support flexible scenario modeling and sensitivity analyses.
• Conduct rolling forecasts and update models regularly to reflect actuals, budgets, and forward-looking assumptions.
• Prepare clear and insightful variance analysis (actual vs. budget) to guide strategic decisions.
• Support the finance and executive teams in creating board-ready reports and presentation materials.
• Ensure all models follow best practices in financial modeling (e.g., modular design, clear assumptions, audit trail).
• Collaborate cross-functionally with FP&A, operations, sales, and executive leadership to align forecasts with strategic goals.