Budgeting & Forecasting Specialist (FP&A / Financial Modeling)
Full-Time | Remote | U.S. Client Business Hours
About the Role
We’re hiring a highly analytical and detail-oriented Budgeting & Forecasting Specialist to help drive smarter financial decisions through forecasting, financial modeling, budgeting, and strategic analysis.
This role is ideal for someone who:
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Loves working with numbers and financial models
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Can turn raw data into actionable business insights
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Understands forecasting, variance analysis, and scenario planning
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Enjoys influencing leadership through data-driven recommendations
You’ll work closely with:
✅ finance leadership
✅ department heads
✅ operations teams
✅ executives
to ensure the company has accurate, forward-looking financial visibility.
What You’ll OwnBudgeting & Financial Planning-
Lead preparation of:
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annual budgets
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operating plans
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departmental forecasts
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capital expenditure planning
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Consolidate inputs across departments and business units
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Ensure budgets align with:
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growth goals
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operational realities
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strategic priorities
Forecasting & Scenario Modeling-
Maintain rolling:
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revenue forecasts
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expense forecasts
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cash flow projections
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Update models monthly and quarterly using actual performance data
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Build:
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sensitivity models
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scenario analyses
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forecasting assumptions
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Analyze:
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growth opportunities
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cost impacts
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hiring plans
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operational risks
Financial Modeling & Analysis-
Build dynamic financial models using:
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Excel
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Google Sheets
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FP&A tools
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Create:
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DCF models
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ROI analysis
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break-even analysis
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profitability models
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headcount planning models
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Improve reporting accuracy through:
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automation
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dashboards
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integrations
Variance Analysis & Reporting-
Compare:
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actuals vs budget
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actuals vs forecast
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forecast vs prior periods
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Prepare executive-ready commentary explaining:
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variances
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risks
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trends
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recommendations
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Develop dashboards and reporting packages for leadership review
Cross-Functional Collaboration-
Partner with department leaders to validate assumptions and spending plans
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Work closely with:
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finance teams
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operations
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leadership
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FP&A stakeholders
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Translate financial insights into practical business recommendations
Process Improvement & Automation-
Identify inefficiencies in forecasting workflows
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Improve:
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reporting processes
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model accuracy
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planning cycles
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Support implementation or optimization of:
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Anaplan
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Adaptive Insights
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Workday
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Power BI
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Tableau
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Looker
What We’re Looking ForCore Requirements-
Bachelor’s degree in:
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Finance
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Accounting
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Economics
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or related field
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3+ years of FP&A, budgeting, forecasting, or financial analysis experience
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Advanced Excel / Google Sheets skills:
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nested formulas
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pivot tables
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scenario modeling
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financial forecasting
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Strong experience with:
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variance analysis
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financial reporting
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forecasting cycles
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Ability to communicate financial insights clearly to non-financial stakeholders
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Experience with:
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Anaplan
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Adaptive Insights
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Hyperion
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Workday
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MBA, CPA, or CFA credentials
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Experience in:
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SaaS
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real estate
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professional services
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high-growth businesses
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Familiarity with:
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Experience automating financial workflows or reporting
What a Typical Day Looks Like-
Update forecasting models with current actuals
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Analyze variances and identify trends or risks
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Run financial scenarios and sensitivity analyses
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Build executive dashboards and reporting packages
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Meet with department leaders to validate assumptions
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Improve spreadsheets, models, and planning workflows
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Present financial insights and recommendations to leadership
In short:
You provide the financial clarity and forecasting intelligence that helps leadership make smarter business decisions.
Success Looks Like-
Forecast accuracy consistently within target ranges
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Budgets delivered accurately and on time
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Executive reporting that drives decisions and clarity
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Reduced forecasting cycle times through automation
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Error-free financial models and dashboards
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Strong leadership confidence in forecasting reliability
Why This Role Stands Out-
High-impact role influencing strategic decisions
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Strong ownership over forecasting and planning processes
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Opportunity to build advanced financial models and reporting systems
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Exposure to leadership and cross-functional operations
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Remote flexibility with modern finance tools and workflows
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Career growth into:
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Senior FP&A
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Finance Manager
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Strategic Finance
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Director-level planning roles
Interview Process-
Initial Phone Screen
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Video Interview with Pavago Recruiter
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Practical Financial Modeling Task
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Client Interview
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Offer & Background Verification
Apply Now
If you:
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Love financial modeling and forecasting
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Enjoy turning numbers into business insights
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Thrive in analytical, fast-paced environments
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Want to influence real business decisions through finance
This role is a strong fit for you.
