Financial planning & analysis (FP&A) AI Expert

This role is for one of our clients

Compensation: $100-$120 per hour (20 hours per week commitment)

Job Type: Part-time / Contract

Location: US, UK, Canada, France, Portugal (remote)

We are seeking a highly analytical and forward-thinking FP&A AI Expert to join our finance team. This role blends traditional financial planning and analysis with advanced AI-driven insights, enabling data-backed strategic decision‑making. The ideal candidate will bring strong financial acumen alongside hands‑on experience leveraging AI tools and data models to enhance forecasting accuracy, automate reporting, and uncover actionable insights.

Requirements

Key Responsibilities

• Lead the budgeting, forecasting, and variance analysis processes across business units, ensuring accuracy, transparency, and alignment with organizational goals.
• Develop dynamic financial models that incorporate AI/ML techniques to improve forecast precision and identify trends, risks, and opportunities.
• Perform detailed variance analysis (actual vs. budget/forecast), providing clear explanations and actionable recommendations to senior leadership.
• Design and implement long‑range planning frameworks, including multi‑year financial projections and strategic roadmaps.
• Build scenario models to evaluate the financial impact of business decisions, market changes, and operational strategies.
• Define, monitor, and refine key performance indicators (KPIs) that align with business objectives and drive performance accountability.
• Develop AI‑powered dashboards and reporting tools for real‑time KPI tracking and decision support.
• Collaborate cross‑functionally with finance, operations, product, and data teams to integrate financial insights into business strategies.
• Automate repetitive FP&A processes using AI tools, improving efficiency and reducing manual effort.
• Translate complex financial data into clear, concise insights for stakeholders, including senior management and executives.

Required Skills & Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Data Science, or a related field; MBA/CA/CFA is a plus.
• 3–8 years of experience in FP&A, financial modeling, or corporate finance.
• Strong expertise in budgeting, forecasting, and variance analysis.
• Proven experience in long‑range planning and scenario modeling.
• Ability to define and track KPIs that drive business performance.
• Familiarity with AI/ML applications in finance, including predictive analytics and automation tools.
• Advanced proficiency in Excel and financial modeling; experience with tools like Python, SQL, Power BI, or Tableau is highly desirable.
• Strong analytical thinking and problem‑solving skills with attention to detail.
• Excellent communication skills, with the ability to present insights to non‑finance stakeholders.

Preferred Qualifications

• Experience working with AI‑driven financial planning platforms or enterprise planning tools (e.g., Anaplan, Adaptive Insights).
• Knowledge of data visualization and dashboarding best practices.
• Exposure to automation tools and scripting for finance processes.

What Success Looks Like

• Improved forecasting accuracy through AI‑driven models.
• Streamlined budgeting and reporting processes with reduced manual intervention.
• Clear visibility into business performance through well‑defined KPIs and dashboards.
• Strategic insights that directly influence business decisions and growth.