Senior Financial Planning & Analyst

About MyOutDesk

Since 2008, MyOutDesk has connected highly skilled professionals with growing and established U.S.-based organizations, enabling them to make a real and measurable business impact as part of extended global teams.

Trusted by companies in real estate, healthcare, finance, professional services, and other growth industries, MyOutDesk provides professionals the opportunity to build stable, long-term remote careers while contributing meaningfully to high-performing teams.

About the Role

We are seeking a highly analytical and proactive Senior FP&A Analyst to serve as the "right hand" to the founder of a fast-growing fractional CFO practice. This is a high-impact, offshore role designed for a professional who doesn't just manage data, but masters it.

As a Fractional CFO Support lead, you will act as a critical extension of the CFO function across a diverse portfolio of clients, ranging from Real Estate and SaaS to Financial Services. We are not looking for a task-taker; we are looking for a systems builder and strategic thinker who can operate with total ownership.

Key Responsibilities

1. Advanced Financial Modeling & Forecasting

• Dynamic Modeling: Build, maintain, and audit complex, three-statement financial models from scratch tailored to specific industry needs (e.g., cohort analysis for SaaS, project-based models for Real Estate).
• Liquidity Management: Own the 13-week rolling cash flow forecast process, ensuring clients have real-time visibility into their runway and capital requirements.
• Scenario Planning: Develop "What-If" models to stress-test business assumptions regarding hiring, pricing shifts, and market volatility.

2. Strategic Insight & Reporting

• Executive Dashboards: Design and automate high-quality, client-ready visual dashboards (via Excel, Power BI, or specialized FP&A software) that highlight North Star metrics and KPIs.
• Variance Analysis: Conduct deep-dive monthly variance analysis (Actual vs. Budget/Forecast), providing narrative explanations that go beyond the "what" to explain the "why."
• CFO Preparation: Draft executive summaries and talking points for board-level discussions, ensuring the Founder is fully briefed for all client engagements.

3. Systems Architecture & AI Integration

• Process Optimization: Standardize financial workflows across the firm’s client base to ensure scalability and consistency.
• AI & Automation: Actively integrate AI tools (ChatGPT, Claude, specialized LLMs) and Excel automation (Power Query/VBA) to drastically reduce manual data entry and increase analytical speed.
• Data Integrity: Audit client accounting files (QuickBooks Online, Xero) to ensure data structures support accurate financial reporting.

4. Advisory Support

• Strategic Initiatives: Lead ad-hoc projects such as unit economic analysis, customer acquisition cost (CAC) vs. LTV studies, and margin optimization strategies.
• Gap Identification: Proactively identify financial risks or operational inefficiencies within client businesses and propose structured solutions without being prompted.

About MyOutDeskSince 2008, MyOutDesk has connected highly skilled professionals with growing and established U.S.-based organizations, enabling them to make a real and measurable business impact as part of extended global tea...

• Education: Bachelor’s degree in Finance, Accounting, or Economics. CFA, CPA, or MBA is strongly preferred.
• Experience: 5–8+ years in FP&A, Investment Banking, or Corporate Finance. Experience in a Fractional CFO or multi-client environment is a massive plus.
• Industry Expertise: Proven track record in at least two of the following:
• SaaS/Tech: Understanding of MRR, Churn, and CAC.
• Real Estate: Understanding of Cap Rates, IRR, and development draws.
• Professional Services: Understanding of utilization rates and project margins.
• Tech Stack:
• Expert Level: Microsoft Excel (Index/Match, Power Pivot, Lambda, and complex nesting).
• Proficient: QuickBooks Online, Xero, and Sage Intacct.
• Modern Tools: Familiarity with AI-driven analysis and data visualization tools (Tableau/Power BI).
• Market Context: Deep familiarity with US GAAP and the operational nuances of US-based SMBs.

About MyOutDesk

Since 2008, MyOutDesk has connected highly skilled professionals with growing and established U.S.-based organizations, enabling them to make a real and measurable business impact as part of extended global teams.

Trusted by companies in real estate, healthcare, finance, professional services, and other growth industries, MyOutDesk provides professionals the opportunity to build stable, long-term remote careers while contributing meaningfully to high-performing teams.

About the Role

We are seeking a highly analytical and proactive Senior FP&A Analyst to serve as the "right hand" to the founder of a fast-growing fractional CFO practice. This is a high-impact, offshore role designed for a professional who doesn't just manage data, but masters it.

As a Fractional CFO Support lead, you will act as a critical extension of the CFO function across a diverse portfolio of clients, ranging from Real Estate and SaaS to Financial Services. We are not looking for a task-taker; we are looking for a systems builder and strategic thinker who can operate with total ownership.

Key Responsibilities

1. Advanced Financial Modeling & Forecasting

• Dynamic Modeling: Build, maintain, and audit complex, three-statement financial models from scratch tailored to specific industry needs (e.g., cohort analysis for SaaS, project-based models for Real Estate).
• Liquidity Management: Own the 13-week rolling cash flow forecast process, ensuring clients have real-time visibility into their runway and capital requirements.
• Scenario Planning: Develop "What-If" models to stress-test business assumptions regarding hiring, pricing shifts, and market volatility.

2. Strategic Insight & Reporting

• Executive Dashboards: Design and automate high-quality, client-ready visual dashboards (via Excel, Power BI, or specialized FP&A software) that highlight North Star metrics and KPIs.
• Variance Analysis: Conduct deep-dive monthly variance analysis (Actual vs. Budget/Forecast), providing narrative explanations that go beyond the "what" to explain the "why."
• CFO Preparation: Draft executive summaries and talking points for board-level discussions, ensuring the Founder is fully briefed for all client engagements.

3. Systems Architecture & AI Integration

• Process Optimization: Standardize financial workflows across the firm’s client base to ensure scalability and consistency.
• AI & Automation: Actively integrate AI tools (ChatGPT, Claude, specialized LLMs) and Excel automation (Power Query/VBA) to drastically reduce manual data entry and increase analytical speed.
• Data Integrity: Audit client accounting files (QuickBooks Online, Xero) to ensure data structures support accurate financial reporting.

4. Advisory Support

• Strategic Initiatives: Lead ad-hoc projects such as unit economic analysis, customer acquisition cost (CAC) vs. LTV studies, and margin optimization strategies.
• Gap Identification: Proactively identify financial risks or operational inefficiencies within client businesses and propose structured solutions without being prompted.

About MyOutDeskSince 2008, MyOutDesk has connected highly skilled professionals with growing and established U.S.-based organizations, enabling them to make a real and measurable business impact as part of extended global tea...

• Education: Bachelor’s degree in Finance, Accounting, or Economics. CFA, CPA, or MBA is strongly preferred.
• Experience: 5–8+ years in FP&A, Investment Banking, or Corporate Finance. Experience in a Fractional CFO or multi-client environment is a massive plus.
• Industry Expertise: Proven track record in at least two of the following:
• SaaS/Tech: Understanding of MRR, Churn, and CAC.
• Real Estate: Understanding of Cap Rates, IRR, and development draws.
• Professional Services: Understanding of utilization rates and project margins.
• Tech Stack:
• Expert Level: Microsoft Excel (Index/Match, Power Pivot, Lambda, and complex nesting).
• Proficient: QuickBooks Online, Xero, and Sage Intacct.
• Modern Tools: Familiarity with AI-driven analysis and data visualization tools (Tableau/Power BI).
• Market Context: Deep familiarity with US GAAP and the operational nuances of US-based SMBs.