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.