Budgeting/Forecasting Specialist Position Type: Full-Time, Remote Working Hours: U.S. client ... Work with FP&A teams to refine planning assumptions. Process Improvement: * Identify inefficiencies ...
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We are looking for a remote, initially part-time financial planning analyst who can create budgets and financial forecasts for a growing multiple 7 figure marketing agency business. You will review ...
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We are looking for a remote, initially part-time financial planning analyst who can create budgets and financial forecasts for a growing multiple 7 figure marketing agency business. You will review ...
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Remote Role Responsibilities * Build bottoms-up annual budgets and multi-year long-range plans with consolidation and approval paths. * Produce rolling reforecasts of P&L , cash flow, and KPIs ...
Quick apply
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Contractual Remote Financial Planning Analyst information
See salary details
$45.5K - $54.6K
2% of jobs
$54.6K - $63.7K
7% of jobs
$71K is the 25th percentile. Wages below this are outliers.
$63.7K - $72.8K
19% of jobs
The median wage is $81.9K / yr.
$72.8K - $81.9K
21% of jobs
$81.9K - $91K
15% of jobs
$91K - $100K
10% of jobs
$100.8K is the 75th percentile. Wages above this are outliers.
$100K - $109.1K
6% of jobs
$109.1K - $118.2K
6% of jobs
$118.2K - $127.3K
6% of jobs
$127.3K - $136.4K
4% of jobs
$136.4K - $145.5K
2% of jobs
$45.5K
$91.1K
$145.5K
How much do contractual remote financial planning analyst jobs pay per year?
What is the difference between Contractual Remote Financial Planning Analyst vs Contractual Remote Financial Analyst?
| Aspect | Contractual Remote Financial Planning Analyst | Contractual Remote Financial Analyst |
|---|---|---|
| Certifications | CFP, CFA often preferred | CFP, CFA often preferred |
| Work Environment | Remote, project-based, client-focused | Remote, data analysis, reporting |
| Industry Usage | Financial planning firms, advisory services | Investment firms, banks, corporate finance |
The Contractual Remote Financial Planning Analyst typically focuses on personalized financial planning and client advisory, requiring certifications like CFP. The Contractual Remote Financial Analyst often handles data analysis and reporting for investment or corporate finance, with similar certifications. Both roles are remote and project-based but serve different functions within the financial industry.
What cities are hiring for Contractual Remote Financial Planning Analyst jobs?
Cities with the most Contractual Remote Financial Planning Analyst job openings:
What are the most commonly searched types of Remote Financial Planning Analyst jobs?
The most popular types of Remote Financial Planning Analyst jobs are:
What states have the most Contractual Remote Financial Planning Analyst jobs?
States with the most job openings for Contractual Remote Financial Planning Analyst jobs include:

Full-time
Re-posted 18 days ago
Job description
Position Type: Full-Time, Remote
Working Hours: U.S. client business hours
About the Role:
Our client is seeking a Budgeting/Forecasting Specialist to build financial models, manage planning cycles, and provide forward-looking insights that guide strategy. This role requires strong analytical skills, mastery of modeling tools, and the ability to translate numbers into actionable recommendations. You will work closely with finance leaders and department heads to ensure budgets and forecasts are accurate, realistic, and strategically aligned.
Responsibilities:
Budget Development:
- Lead preparation of annual operating and capital budgets.
- Consolidate inputs across departments and business units.
- Ensure budgets align with company goals and resource constraints.
Forecasting:
- Maintain rolling forecasts for revenue, expenses, and cash flow.
- Update models monthly or quarterly with actuals, adjusting assumptions.
- Build scenario and sensitivity analyses to test potential outcomes.
Variance Analysis:
- Compare actual results to budgets/forecasts.
- Prepare written commentary to explain variances and recommend corrective actions.
Financial Modeling:
- Build dynamic Excel or Google Sheets models (DCF, ROI, IRR, break-even).
- Use advanced formulas, macros, or BI tool integrations to improve accuracy.
Reporting:
- Prepare management reporting packages with dashboards and visualizations.
- Present insights to executives, highlighting risks and opportunities.
Collaboration:
- Partner with department heads to align forecasts with operational plans.
- Work with FP&A teams to refine planning assumptions.
Process Improvement:
- Identify inefficiencies in forecasting workflows.
- Implement new FP&A software or improve data integrations (Adaptive Insights, Anaplan, Workday, or equivalent).
What Makes You a Perfect Fit:
- Highly analytical with an eye for detail.
- Comfortable building models from scratch and explaining them simply.
- Proactive in identifying trends, risks, and opportunities.
- Skilled communicator who can influence leaders through data-driven storytelling.
Required Experience & Skills (Minimum):
- Bachelor's degree in Finance, Accounting, Economics, or related field.
- 3+ years in financial planning/analysis, budgeting, or forecasting.
- Advanced Excel/Google Sheets (nested formulas, pivot tables, sensitivity modeling).
- Experience preparing variance analyses for leadership.
Ideal Experience & Skills:
- FP&A tool experience (Anaplan, Adaptive Insights, Hyperion, Workday).
- MBA, CFA, or CPA credential.
- Experience forecasting for SaaS, real estate, or professional services.
- Familiarity with BI/analytics platforms (Power BI, Tableau, Looker).
What Does a Typical Day Look Like?
A Budgeting/Forecasting Specialist's day revolves around building clarity about the future of the business. You will:
- Maintain financial models - updating them with actuals and revising assumptions based on market or internal trends.
- Analyze variances - reviewing how actual results differ from plan and preparing written explanations with supporting data.
- Support decision-making - running scenario analyses ("what happens if revenue grows 15%?" "what if headcount increases by 20?") and presenting implications to leadership.
- Collaborate across teams - meeting with department managers to validate budget assumptions and ensure spending aligns with strategy.
- Deliver reporting - packaging forecasts and analyses into dashboards and executive-ready presentations.
- Continuously improve - refining models, implementing forecasting software, and streamlining inputs to shorten cycles.
In essence: the role is about ensuring the organization has reliable forward-looking data to guide strategy, supported by strong financial models and clear commentary.
Key Metrics for Success (KPIs):
- Forecast accuracy within ±5-10%.
- Budget completion within agreed timelines.
- Variance explanations delivered within 2-3 days of close.
- Models updated regularly and free from errors.
- Forecasting cycle time is reduced via automation.
Interview Process:
- Initial Phone Screen
- Video Interview with Pavago Recruiter
- Practical Task (e.g., build a simple forecast model and run sensitivity analysis)
- Client Interview
- Offer & Background Verification