Senior FP&A Analyst - Capital Planning

Advisors, operations, compliance and technology teams total roughly 7,000 people. Since 1955, the firm has grown through acquisitions of independent advisory practices.

Switchgrass runs an annual budget with a rolling quarterly reforecast. You will own the model for two business units. You will join as an independent contractor on a long-term agreement. Payment is monthly in USD. Our standups are at 9:00 AM Pacific. We send you a laptop and the accessories you need on day one.

Responsibilities

• Reconcile forecast data with accounting after close.
• Update KPIs such as gross margin, CAC and revenue per employee.
• Develop dashboards in Power BI or Tableau for leadership.
• Improve forecasting processes and cut manual steps out of the model.
• Build and maintain the annual budget and quarterly forecast models.

What you'll need

• 7+ years of FP&A, corporate finance or public accounting experience.
• Working knowledge of accounting and how the three statements connect.
• Advanced Excel: INDEX/MATCH, XLOOKUP, SUMIFS, pivot tables and linked three-statement models.
• Bachelor's degree in finance, accounting or economics.
• Clear written commentary for monthly reporting.

What you get

• Flexible hours.
• Paid time off.

Duration: 12 months. Start: Immediately.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at Switchgrass.