Onlyexperts
Data Analyst
Description
Job Title: FP&A Specialist / Financial Modeling Analyst (3-Statement Expert)
Location: Remote
Type: Full-Time
About the Role:
We are seeking a highly analytical and detail-oriented Financial Modeling Analyst with deep expertise in building and maintaining fully integrated 3-statement financial models (Income Statement, Balance Sheet, and Cash Flow). The ideal candidate will have a strong background in Excel-based modeling (not reliant on third-party tools) and experience supporting strategic planning, forecasting, and financial decision-making across multiple business functions.
Key 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.
Qualifications:
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.
Preferred Qualifications:
Experience working in SaaS, eCommerce, or other recurring revenue business models.
Experience preparing materials for board meetings or investor updates.
Familiarity with BI tools (e.g., Power BI, Tableau) and ERP/accounting systems (a plus, not required).
To apply for this job please visit apply.workable.com.