Financial planning & analysis (FP&A) AI Expert

Job description

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.