FP&A

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.

Share

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

Copy this template, and modify it as your own:

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

Recent FP&A Articles by Toptal Finance Experts

How to Hire Financial Planning and Analysis Consultants

Financial planning and analysis (FP&A) consultants are skilled in providing all kinds of financial analysis, ranging from simple business budgeting to complex strategic planning, to help business leaders make informed decisions to support their company objectives effectively. This guide to hiring a financial planning and analysis consultant features interview questions and answers, as well as best practices, to help you identify the top candidates for your company.

Read Hiring Guide

Hire a Top FP&A Manager Now

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

See Their Profiles

Jeff Villwock

Freelance FP&A Manager
United StatesFreelance FP&A Consultant Since January 18, 2017

Having completed over $2.5 billion in transactions in his 40+ year career, Jeff works with small and medium-sized businesses (SMEs) as an M&A advisor, fractional CFO, and strategic advisor. He was twice recognized by the Wall Street Journal as an All-Star Analyst in healthcare services. Jeff also serves as the CEO of a $30 million textbook distribution company, where he provided buy-side M&A services and completed the private placement of secured debt.

Show More

Ellen Su

Freelance FP&A Manager
United StatesFreelance FP&A Consultant Since September 20, 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.

Show More

Baruch Esparza

Freelance FP&A Manager
United StatesFreelance FP&A Consultant Since April 26, 2022

Baruch is an accomplished finance and strategy executive with 20+ years of experience leading cross-functional teams. He led deal teams that executed more than $5 billion in both buy-side and sell-side M&A transactions for multiple fortune 500 companies. Baruch also has immense experience in post-transaction integration and corporate restructuring. Consulting provides him with the opportunity to leverage his expertise to help clients grow and increase profitability, while meeting new people.

Show More

Gaurav Shastri

Freelance FP&A Manager
IndiaFreelance FP&A Consultant Since January 31, 2022

Gaurav is a financial professional and CA with 18 years of experience, specializing in financial modeling and valuations. He has also overhauled a financial reporting system and introduced budgetary controls that led to significant cost reductions and more effective reporting. Gaurav leverages his analytical skills and a results-driven mindset to analyze and help business owners optimize complex business models and processes. He has a master's degree in finance and economics.

Show More

Stan Zabolotsky

Freelance FP&A Manager
SingaporeFreelance FP&A Consultant Since July 27, 2021

Stan worked on nine-to-ten figure M&A and IPO deals in New York and Toronto as an investment banker, turned around a public company as the CFO and COO, and invested venture capital funds into startups, helping them enter new markets in Southeast Asia. He has a bachelor of commerce, an MBA from the University of Toronto, and an accounting designation. Stan is currently investing in and building startups mainly in the fintech sector and joined Toptal to work on interesting projects worldwide.

Show More

Pedro I Bustillo

Freelance FP&A Manager
SpainFreelance FP&A Consultant Since March 18, 2021

Pedro is a senior manager with 20+ years of international business and finance experience. He has led finance operations for Fortune 500 companies (Gillette, P&G, and Ideal Standard) and private enterprises in the United States, Europe, Japan, and Latin America, and he has executed numerous business valuations, strategic plans, and end-to-end product pricing analyses. Pedro enjoys consulting and freelancing as a way to help each client take their business to a sustainable path of value creation.

Show More

William H. White

Freelance FP&A Manager
United StatesFreelance FP&A Consultant Since April 30, 2020

Will is an executive consultant with a wealth of experience supporting startups and mid-sized business growth. He has successfully led M&A transactions for $350 million, developed pricing and GTM strategies for emerging-technology startups, and supported clients through VC pitches. Will has a genuine passion for helping businesses navigate volatility, uncertainty, complexity, and ambiguity (VUCA) to fundraise, refine their strategy, and ultimately accelerate growth.

Show More

Edisher Uriatmkopeli

Freelance FP&A Manager
GeorgiaFreelance FP&A Consultant Since March 9, 2020

Head of strategic finance at Savii, a Singapore fintech company, Edisher covers FP&A and supports optimizing decision-making and shaping the company's long-term business strategy. He's executed numerous debt, equity, and M&A projects totaling $500 million and valued businesses worth $2.5 billion while working at Nordic PE firm (Nord-Corp), leading Georgian IB (TBC Capital), and KPMG. Experienced with firms of all sizes, Edisher enjoys using his financial insight to help enhance business value.

Show More

Olivia Passoni

Freelance FP&A Manager
AustriaFreelance FP&A Consultant Since August 31, 2017

Olivia has over a decade of advisory experience, specializing in valuation, financial and business planning, M&A, capital raising, and due diligence. She has advised business owners globally on financial planning and strategy optimization during the fundraising and exit process. Olivia also works with investors for portfolio valuation work, the development of fund models, and due diligence. She is a Certified Valuation Analyst and is specialized in early-stage valuations.

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.