Financial Modelling and Planning Analyst

Sand Cherry Associates

2d•$130,000 - $150,000•Remote

About The Position

We are seeking a highly analytical and detail-oriented Financial Modeling & Planning Analyst to support a client team in developing and enhancing sophisticated financial operating models. This role will have a strong focus on financial planning, forecasting, debt structures, and scenario analysis, with particular emphasis on debt waterfalls and debt service ratios. This is a full-time, remote, W2, 12-month consulting engagement. The ideal candidate brings strong hands-on financial modeling experience and the ability to analyze complex financial information and translate it into clear, actionable insights. Previous investment banking experience is highly preferred, particularly for candidates who have worked with complex financial models, capital structures, debt analysis, or transaction-related financial analysis. Candidates must be authorized to work in the United States without visa sponsorship. We do not offer Corp to Corp arrangements.

Requirements

Bachelor’s degree in finance, Accounting, Economics, Business, or a related field.
Strong hands-on experience building and maintaining complex financial models.
Experience with debt waterfalls, debt service ratios, debt structures, cash flow modeling, and financial forecasting.
Advanced Microsoft Excel skills with the ability to build sophisticated models from the ground up.
Strong PowerPoint and presentation-development skills.
Excellent analytical and quantitative problem-solving abilities.
Strong attention to detail and commitment to financial accuracy.
Ability to interpret complex financial data and communicate key findings clearly.
Strong written and verbal communication skills with the ability to work effectively with senior-level stakeholders.
Ability to work independently in a remote, client-facing environment.
Authorized to work in the United States without visa sponsorship.

Nice To Haves

A few years of investment banking experience is highly preferred.

Responsibilities

Build, maintain, and enhance detailed financial operating models to support client planning and decision-making.
Develop and analyze debt waterfalls, debt service ratios, and other debt-related financial models.
Perform financial forecasting, scenario modeling, sensitivity analysis, and long-term planning.
Evaluate financial performance, cash flow, debt obligations, and key financial metrics.
Develop assumptions and modeling scenarios based on client objectives and financial data.
Partner closely with client stakeholders to understand business requirements and translate them into comprehensive financial models.
Identify financial trends, risks, opportunities, and potential impacts across various scenarios.
Prepare clear and polished presentations summarizing financial analysis, findings, and recommendations.
Present complex financial information in a concise and understandable manner to senior and executive-level stakeholders.
Ensure models are accurate, organized, scalable, and appropriately documented.
Support ad hoc financial analysis and strategic planning initiatives as needed.