Budgeting/Forecasting Specialist

TL;DR

Budgeting/Forecasting Specialist (FP&A): Build financial models, manage planning cycles, and provide forward-looking insights that guide strategy with an accent on budget development, rolling forecasts, and variance analysis. Focus on creating dynamic Excel models, running scenario analyses, and delivering actionable recommendations to executives.

Location: Remote (U.S. client business hours)

Company

Recruiting firm placing finance specialists for U.S. clients in SaaS, real estate, or professional services.

What you will do

• Lead preparation of annual operating and capital budgets, consolidating inputs across departments.
• Maintain rolling forecasts for revenue, expenses, and cash flow, updating with actuals monthly or quarterly.
• Perform variance analysis, explaining differences and recommending corrective actions.
• Build dynamic financial models using Excel or Google Sheets for DCF, ROI, IRR, and sensitivity testing.
• Prepare management reports with dashboards and present insights to executives.
• Collaborate with department heads and improve forecasting processes with FP&A tools.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• 3+ years in financial planning/analysis, budgeting, or forecasting.
• Advanced Excel/Google Sheets skills (nested formulas, pivot tables, sensitivity modeling).
• Experience preparing variance analyses for leadership.

Nice to have

• FP&A tool experience (Anaplan, Adaptive Insights, Hyperion, Workday).
• MBA, CFA, or CPA credential.
• Forecasting experience for SaaS, real estate, or professional services.
• BI platforms (Power BI, Tableau, Looker).

Culture & Benefits

• Work closely with finance leaders and department heads.
• Proactive environment focused on data-driven storytelling and process improvements.
• Remote work with U.S. business hours alignment.

Hiring process

• Initial phone screen and video interview with hirify.global recruiter.
• Practical task (build forecast model and sensitivity analysis).
• Client interview, offer, and background verification.