Financial Modeling and Planning Analyst

Sand Cherry

. Build, maintain, and enhance detailed financial operating models to support client planning and decision-making .

Posted 10/3/2026full-timeRemote • United StatesMid-LevelSenior💰 $130,000 - $150,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in building and maintaining complex financial models, including debt waterfalls and cash flow modeling, while effectively communicating financial analysis to senior stakeholders. Proficient in financial forecasting, scenario modeling, and presenting detailed findings to support strategic decision-making.

Highest-signal resume keywords

Financial ModelingDebt WaterfallsCash Flow ModelingFinancial ForecastingAdvanced Microsoft Excel

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisScenario ModelingSensitivity AnalysisDebt Service RatiosFinancial Performance EvaluationQuantitative Problem-SolvingFinancial Metrics AnalysisAssumption DevelopmentModel DocumentationInvestment Banking Experience

Soft Skills

Attention to DetailCommunication SkillsPresentation DevelopmentClient-Facing SkillsAnalytical Abilities

Tools & Technologies

Microsoft ExcelMicrosoft PowerPoint

Industry Keywords

Financial PlanningCash FlowDebt ObligationsFinancial TrendsRisk Analysis

About the role

Key responsibilities & impact

Build, maintain, and enhance detailed financial operating models to support client planning and decision-making
Develop and analyze debt waterfalls, debt service ratios, and other debt-related financial models
Perform financial forecasting, scenario modeling, sensitivity analysis, and long-term planning
Evaluate financial performance, cash flow, debt obligations, and key financial metrics
Develop assumptions and modeling scenarios based on client objectives and financial data
Partner with client stakeholders to understand business requirements and translate them into comprehensive financial models
Identify financial trends, risks, opportunities, and potential impacts across various scenarios
Prepare presentations summarizing financial analysis, findings, and recommendations
Present complex financial information to senior and executive-level stakeholders
Ensure models are accurate, organized, scalable, and appropriately documented
Support ad hoc financial analysis and strategic planning initiatives

Requirements

What you’ll need

Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field
Minimum of 5 years financial experience building and maintaining complex financial models
2+ years investment banking experience is highly preferred
Experience with debt waterfalls, debt service ratios, debt structures, cash flow modeling, and financial forecasting is required
Advanced Microsoft Excel skills with the ability to build sophisticated models from the ground up
Strong PowerPoint and presentation-development skills
Excellent analytical and quantitative problem-solving abilities
Strong attention to detail and commitment to financial accuracy
Ability to interpret complex financial data and communicate key findings clearly
Strong written and verbal communication skills with the ability to work effectively with senior-level stakeholders
Ability to work independently in a remote, client-facing environment
Must be authorized to work in the United States without visa sponsorship
No Corp to Corp arrangements

Benefits

Comp & perks

Full-time W2 consulting engagement
Remote work arrangement
Professional career growth opportunities
Self-responsibility and autonomy in managing workloads
Supportive, friendly, and communicative company culture
Opportunity to contribute to clients’ industries and strategic initiatives