FP&A Consultant Job Description Template

FP&A experts are responsible for business forecasting. They provide analysis in decision-making in all matters operational, financial, and strategic.

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A Financial Planning & Analysis (FP&A) expert is essentially in charge of all business forecasting. They provide analysis in decision-making in all matters operational, financial, and strategic. A strong candidate combines a strong analytical mindset with technical ability and excellent people skills.

FP&A Consultant Job Description Template

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Company Introduction

Write a short and catchy paragraph about your company. Make sure to provide information about the company’s culture, perks, and benefits. Mention office hours, remote working possibilities, and everything else that you think makes your company a compelling career choice.

Job Description

As an FP&A expert, you will report to the finance director with {{x}} direct reports.

Your responsibilities will include providing financial insights and projections to the accounting team. You will provide reliable data and analysis to be used in decision-making and planning.

You will prepare accurate monthly financial reports, assist in the preparation of presentations that provide thoughtful analysis, identify action items, and effectively frame decisions that need to be made.

Responsibilities

  • Provide FP&A finance support to the accounting teams related to productivity, demand planning, reporting, and metrics in a timely manner.
  • Identify and understand business challenges; propose and create solutions.
  • Partner directly with the finance team and central FP&A groups to collaborate on metrics, goals, and business reviews.
  • Dive deeply into financial data and become a subject matter expert to provide additional insights.
  • Work on corporate projects and initiatives that impact the entire organization.
  • Create presentations that provide insightful analysis, identify required action items, and effectively frame decisions to be made.
  • Identify and research variances to forecast, budget, and prior-year expenses, proactively identifying opportunities for improvement.
  • Develop and maintain effective relationships with business partners and cross-functional teams at all levels of the organization.
  • {If the company is public} Serve as a liaison for the investor relations team, managing the earnings guidance scenario modeling, including executive presentation, Q&A support, and ad hoc analysis.

Skills

  • Bachelor’s degree and more than seven years of experience in finance or accounting or a related area
  • General knowledge of accounting/financial/operational principles
  • Experience developing financial reports and metrics
  • Interpersonal and communication skills with the ability to interact with various management levels
  • Ability to manage multiple tasks and adapt to a changing, fast-paced environment
  • Strong Excel, Word, and PowerPoint skills
  • Superior attention to detail and ability to successfully manage multiple competing priorities while maintaining a view of the big picture
  • Demonstrated ability to influence others through effective verbal and written communication
  • Demonstrated ability to drive projects across an organization

How to Hire a Great FP&A Consultant

Financial Planning and Analysis Experts are a pillar of any finance team, only building their models after feeling the pulse of every part of the business. This guide will help you identify the very best Financial Planning and Analysis candidates, arming you with the right sets of questions to make sure they are best suited to your specific needs.

Read Hiring Guide

Hire a Top FP&A Manager Now

Toptal is a marketplace for top financial planning and analysis consultants. Top companies and start-ups hire FP&A freelancers from Toptal for their mission critical projects.

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Suhail Hafiz

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CanadaToptal Member Since February 8, 2019

Suhail, a veteran of renowned Canadian private and public equity firms Onex and Gluskin Sheff, has invested $3+ billion of capital. Now a corporate finance professor at York, a tier 1 MBA provider, Suhail started his career in the capital markets group at CIBC—helping underwrite $5+ billion of debt facilities. As a freelancer, Suhail leverages his transaction and corporate finance skills to help companies across industries and of various sizes.

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Joseph S. Lesko

Freelance FP&A Manager

United StatesToptal Member Since July 31, 2017

Joseph is a fundraising advisor to early-stage companies. His experience includes time spent as a private banker, investment banker, and research analyst. Joseph is currently a director at a multi-family office, where he evaluates a wide range of investment opportunities in both public and private markets. Joseph joined Toptal to use his diverse skills and contacts to help entrepreneurs and businesses grow.

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Andy Vietor

Freelance FP&A Manager

United StatesToptal Member Since April 10, 2017

Andy was recognized twice as an All-Star Analyst by the Wall Street Journal. He has been a strategist, operating executive, financier, and top-ranked industry analyst. As a freelancer, Andy advises a range of companies—from early-stage and middle-market to large caps—delivering customized solutions including effective investor presentations, dynamic financial models, and project finance structuring.

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Anthea Kavanagh

Freelance FP&A Manager

GermanyToptal Member Since February 10, 2017

Anthea has over 13 years of experience as a financial strategy consultant. She focuses on developing and leading projects to improve company effectiveness. Her work includes problem diagnosis, financial modeling, developing presentations, presenting on findings and advice, and leading process improvement projects—with a significant emphasis on stakeholder engagement and change management. Anthea works across industries and company maturities.

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Keith Fernandez

Freelance FP&A Manager

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.

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Juba Tsuladze

Freelance FP&A Manager

United KingdomToptal Member Since February 7, 2017

Juba is the founder of angioClast, a Cambridge-based biotech startup focused on cancer research. Before entrepreneurship, Juba was a seasoned CFO with multi-industry experience and has worked on projects ranging from an equity sale of a $150 million telecom company to the turnaround of a $50 million hotel business. He joined the Toptal network to resolve diverse challenges in FP&A, M&A, buyouts, and strategic analysis.

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Jeff Villwock

Freelance FP&A Manager

United StatesToptal Member Since January 12, 2017

Jeff has had a 40-year career with 15 years in M&A investment banking and 25 years as an institutional research analyst. He was twice named to the Wall Street Journal All-Star Analyst team and has completed over $2.5 billion in transactions. Jeff started freelancing with Toptal to find assignments where his experience in advising corporate clients in attaining their objectives and in providing modeling solutions.

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Aleksey N. Krylov, CFA

Freelance FP&A Manager

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.

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Ellen Su

Freelance FP&A Manager

United StatesToptal Member Since September 15, 2016

Ellen specializes in answering her clients' complex financial and analytical questions with innovative techniques. She is excited to bring to Toptal clients a vast set of tools to employ on analytical projects. Her unique talent is a seamless combination of data sourcing, programming, financial analysis, storyboarding, and visualization.

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Alex Graham, CFA

Freelance FP&A Manager

United KingdomToptal Member Since December 17, 2016

Alex is a London-based CFA charterholder who has had a global career. He enjoys freelancing to keep abreast of industry trends and to reinforce his experience from venture capital, consulting, and bond/currency trading. With a technical skillset and an engaging communicative touch, he is proficient in valuations and market analysis. His breadth of work has ranged from projects with the Bank of England to helping a jewelry entrepreneur fundraise.

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