Financial Planning & Analyst

OptiNizer

1d•Remote

About The Position

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.

Requirements

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

Nice To Haves

Previous 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

Responsibilities

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
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
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
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