Financial Planning & Analyst

Job Title: Remote Financial Planning & Analysis (FP&A) Analyst

Job Type: Part-Time | Independent Contractor

About the Role

A growing event and experiential marketing agency is seeking a highly analytical and detail-oriented Financial Planning & Analysis (FP&A) Analyst to provide part-time financial support focused on forecasting, strategic reporting, and business performance analysis.

This role will work directly with leadership to help turn financial data into actionable insights, support budgeting, forecasting, and financial modeling, and improve visibility into company performance, profitability, and cash flow. The ideal candidate is proactive, organized, and comfortable working with financial data, projections, and reporting in a fast-paced agency environment. Prior experience supporting US-based businesses and working within finance, accounting, or FP&A functions is strongly preferred.

Key Responsibilities

Financial Planning & Analysis
  • Prepare and maintain budgets, forecasts, and cash flow projections
  • Monitor budget-to-actual performance and provide explanations for key variances
  • Conduct profitability, margin, breakeven, and variance analysis
  • Build financial models to support planning, forecasting, and strategic decisions
Strategic Reporting & Business Insights
  • Translate financial data into clear, actionable insights for leadership
  • Support the preparation of monthly, quarterly, or ad hoc business reports
  • Track financial performance against targets, budgets, or projections
    • Prepare executive-level financial reports, summaries, and performance updates
    • Develop and maintain KPIs, scorecards, dashboards, and financial tracking reports
    • Identify financial and operational trends, risks, and opportunities, and translate them into actionable recommendations for leadership
Cost Management & Operational Finance Support
  • Work with internal financial data to help monitor profitability and financial health
  • Partner with leadership to support financial decision-making for business initiatives and special projects
    • Analyze company spending, vendor costs, and purchasing trends
    • Identify cost-saving opportunities and areas to improve operational efficiency
    • Recommend process improvements that strengthen financial visibility and internal controls
Systems, Data & Cross-Functional Support
  • Work within QuickBooks and other internal systems to gather and analyze financial data
  • Maintain accuracy and organization of financial reports and supporting files
  • Collaborate with internal stakeholders when financial data or reporting support is needed
  • Assist with special projects related to financial planning, business analysis, or process improvement
    • Support leadership with scenario planning, strategic analysis, and financial recommendations
    • Evaluate the financial impact of new initiatives, investments, and growth opportunities
    • Help assess factors affecting profitability, cash flow, and overall business performance
    • Assist with ad hoc financial analysis, strategic planning support, and special projects as needed
Qualifications & Ideal Traits: Must-Have
  • Previous experience in Financial Planning & Analysis (FP&A), financial analysis, accounting, or strategic finance support
  • Strong background in financial reporting, forecasting, budgeting, and data analysis
  • Experience using QuickBooks
  • Strong analytical thinking and ability to interpret financial data for business decision-making
  • Excellent attention to detail and high level of accuracy
  • Strong written and verbal English communication skills
  • Comfortable working directly with leadership and handling sensitive financial information
  • Ability to work independently, proactively, and within US business hours
  • Highly organized with strong follow-through and reporting discipline
Preferred
  • Experience supporting a US-based business
  • Background in agency, service-based, or project-based businesses
  • Familiarity with tools such as Monday.com, Dropbox, and spreadsheet-based reporting
  • Experience creating financial models, strategic summaries, or business performance dashboards
  • Prior exposure to cost management, profitability analysis, or business decision support
  • Experience building dashboards, scorecards, executive summaries, or other financial performance reporting tools
Working Environment:
  • Fully remote role
  • Part-time position with a dedicated 4-hour shift during US business hours
  • Will work closely with leadership and support financial visibility across the business
  • Fast-paced, collaborative, and detail-sensitive environment
  • Role is focused primarily on financial analysis, reporting, and forecasting, with close alignment to internal business performance and planning needs
Back to blog

Other Jobs To Apply

No other job posts for this day.

Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...