Financial Forecasting Expert Job Description Template

Financial forecasting experts apply a mixture of quantitative and qualitative analysis to build custom financial models used to inform company-wide decision making and guide management into the future.


Accurate sales forecasting needs to be a priority for businesses of every size, as the expected volume of sales has major implications for the entire business. While projections of achievable sales revenue can be arrived at through both qualitative and quantitative methods, the challenge lies in selecting the right method for the scenario at hand. Because of this, it’s essential to have a seasoned financial forecasting expert look at historical sales data, interview your sales team, and apply a comprehensive understanding of market trends to help your business arrive at the most accurate forecast possible, using the best methodology available.

Financial Forecasting Expert Job Description Template

Copy this template, and modify it as your own:

Copy to Clipboard

Company Introduction:

{{Write a short and catchy paragraph about your company. Provide information about the company’s culture, perks, and benefits. Mention office hours, remote working possibilities, and anything else that makes your company interesting.}}

Job Description:

A financial forecasting expert helps management think about and prepare for the future. While forecasting has applications to a wide range of disciplines, the ideal candidate will have experience in sales forecasting and supply chain management.

The ideal candidate will be an expert financial modeler with deep industry knowledge. As the forecast may require an understanding of a local market and a niche customer base, the best candidate will also have a grounding in market research, including comfort in surveying customers.


  • Work with management to understand the scope and use of the forecast and to provide a project plan with key deliverables listed by date
  • Determine the optimal method for forecasting, taking into account the context of the forecast, availability of data, the degree of accuracy desired, and the timeline available
  • Conduct competitor and consumer market research to uncover ratios and trends ultimately used to inform the forecast
  • Gather and analyze numerical data, such as consumer spending and economic trends
  • Present findings in such a way that it ties takeaways to clear recommendations and operational decisions

Skills and Qualifications:

  • Bachelor’s degree in finance, operations, research, statistics, math, economics, or related analytical discipline preferred
  • Deep understanding of qualitative and quantitative forecasting methods
  • Financial management experience with planning, forecasting, and business analysis
  • Advanced Excel proficiency. 3+ years of practical experience of using Excel for building and maintaining financial models
  • Proficiency with analytical and presentation tools ({{Excel pivot tables, SQL queries, graphing, PowerPoint}})
  • Experience within {{preferred industry}}
  • A natural curiosity and a “big picture” mentality
  • Excellent spoken and written communication

Recent Financial Forecasting Articles by Toptal Finance Experts

How to Hire a Great Financial Forecasting Expert

Financial forecasting experts provide the industry knowledge and deep analytical skills needed to forecast sales volume and supply chain metrics with confidence. This guide provides a breakdown of the key skills and attributes you'll want in a financial forecasting expert.

Read Hiring Guide

Hire a Top Financial Forecasting Expert Now

Toptal is a marketplace for top financial forecasting consultants. Top companies and start-ups hire financial forecasting consultants from Toptal for their mission critical projects.

See Their Profiles

Carlos Eyzaguirre

Freelance Financial Forecasting Expert

United StatesToptal Member Since October 9, 2019

An MIT grad and Wharton MBA student, Carlos has investment banking (Barclays) and private equity experience, executing transactions for companies like Microsoft, T-Mobile, and SiriusXM. He has worked on $5 billion in M&A/debt/equity deals, built financial models, evaluated private equity investments and monitored portfolio companies’ performances.

Show More

Gary Calnan

Freelance Financial Forecasting Expert

United StatesToptal Member Since March 4, 2019

Gary is a serial entrepreneur with CEO and CFO experience. Before co-founding an aerospace startup in 2017, Gary was the director of finance at a $120 million revenue SaaS company, where he was responsible for the financial management of multiple departments and supported three mergers. Gary leverages his unique blend of finance and entrepreneurial experience across early and growth-stage businesses to add value to Toptal clients.

Show More

Marvin Eng

Freelance Financial Forecasting Expert

United StatesToptal Member Since May 6, 2019

Marvin is an accomplished life science, finance, and consulting executive with 20+ years of experience who has successfully participated in transactions totaling $15+ billion. He has extensive strategy consulting and program management experience in helping companies execute against key initiatives. Marvin enjoys advising clients from startup through Fortune 500 and helping them to achieve superior results and sustainable value creation.

Show More

Paulius Uziela, CFA

Freelance Financial Forecasting Expert

LithuaniaToptal Member Since April 13, 2019

Paulius has successfully closed eight seed/early-stage investments in AI, technology, SaaS, and telecommunications sectors. He also has experience working on debt transactions and biggest regional M&A deals in the Baltics while being employed at a leading consulting firm (Deloitte) and DNB bank. Paulius is CFA charterholder who enjoys freelancing to help clients on valuation, financial modeling, and fundraising projects.

Show More

George Mathew

Freelance Financial Forecasting Expert

United StatesToptal Member Since July 14, 2019

George has worked on M&A, IPO, and fixed income transactions with a cumulative deal value of $20+ billion at renowned Wall Street banks including Salomon Brothers and Morgan Stanley. A Fulbright scholar, George is active in the fintech startup sector and was on the management committee of Houston’s largest independent bank. At Toptal, he enjoys refining business models and optimizing financing structures to maximize flexibility and profitability.

Show More

Jerry Bellman

Freelance Financial Forecasting Expert

United StatesToptal Member Since February 2, 2019

Jerry's completed over $10 billion in M&A transactions from early-stage companies to multinationals in Europe and the US, notably the exit of the healthcare innovator CareLinx to Generali. His experience also covers equity analyst, hedge funds, public accounting practice, and CFO roles and helping companies to develop KPIs, dashboards and financial strategy. Jerry joined Toptal to bring his analytic and modeling skills to a variety of companies.

Show More

Olivia Passoni

Freelance Financial Forecasting Expert

AustriaToptal Member Since August 16, 2017

Olivia has over a decade of experience in advisory, specializing in valuation, financial and business planning, M&A, and capital raising. Olivia has advised companies of any size, including over 30 startup entrepreneurs during the fundraising process. She is a Certified Valuation Analyst and is specialized in early-stage valuations.

Show More

Peter Jacobson

Freelance Financial Forecasting Expert

United StatesToptal Member Since July 24, 2017

A Harvard grad with an MBA from Stanford, Peter has served as CFO of three successful companies, led several acquisitions, obtained growth capital, led recapitalization efforts, and led a successful exit for the shareholders. He's also raised $500 million+ for clients as a VP at KeyBanc Capital Markets, a commercial and investment bank. Peter enjoys freelancing to help clients with capital raising, M&A, FP&A, and various CFO-related functions.

Show More

Keith Fernandez

Freelance Financial Forecasting Expert

United StatesToptal Member Since January 26, 2017

A Harvard graduate with an MBA at Wharton, Keith has executed numerous debt, equity, and M&A transactions and investments for global Fortune 500 corporations while working at leading Wall Street investment banks (Merrill Lynch) and private equity firms (KKR). He's an award-winning entrepreneur who enjoys consulting as a way to help advise clients on complex capital raising, M&A, corporate finance, and venture capital projects and transactions.

Show More

Michael Olafusi

Freelance Financial Forecasting Expert

NigeriaToptal Member Since January 4, 2017

Michael is an independent financial consultant with particular expertise in VBA, dashboards and modeling. He has worked with three of the largest telecommunications companies in Africa and built a dynamic portfolio model for a Canadian investment firm. He is a certified Advanced Financial Modeler (AFM) and one of the 125 official Microsoft Excel MVPs in the world.

Show More

Aleksey N. Krylov, CFA

Freelance Financial Forecasting Expert

United StatesToptal Member Since October 24, 2016

Aleksey served in CFO roles of public and VC-backed private companies. As investor, he contributed to 25+ private equity deals that have deployed $500 million. He has advised 50+ clients on raising $1.6 billion in equity in the healthcare, consumer, media, software, energy, and industrial sectors. He enjoys working with officers of early stage and mature small-cap firms. He freelances because it exposes him to a wide range of companies.

Show More

Sign up now to see more profiles.

Start Hiring

Toptal Connects the Top 3% of Freelance Talent All Over The World.

Join the Toptal community.