Senior Financial Modeler / FP&A Specialist (Client-Facing)

Senior Financial Modeler / FP&A Specialist (Client-Facing)

Senior Financial Modeler / FP&A Specialist (Client-Facing)

Upwork

Upwork

Remoto

6 horas atrás

Nenhuma candidatura

Sobre

Role: Senior Financial Modeler / FP&A Specialist (Client-Facing) Location: Remote – overlap with US hours (PH strongly preferred / SEA(Asia) or LATAM) Type: Long-term contractor (30–40 hours/week) Salary: $20-$40 per hour (Depends on expertise). We’re a US-based accounting & advisory firm looking for a hands-on financial modeler who lives in Excel/Google Sheets and enjoys turning messy data + CEO questions into clear numbers, scenarios, and decisions. You’ll work directly with US startup clients (mainly SaaS and services), own their models end-to-end, and join calls to walk through your work. This is a client-facing role, not a back-office template-filling job. What you’ll do *Build and maintain 3-statement models (P&L, Balance Sheet, Cash Flow) in Excel/Sheets. *Model revenue, COGS, headcount, opex, and cash runway for 3–5 clients. *Build and refine SaaS and services models (ARR, churn, cohorts, deferred revenue, etc.). *Connect models to actuals from QBO / other systems and reconcile to GL/TB. *Run scenarios (base / upside / downside) and sensitivities (pricing, churn, hiring, etc.). *Prepare clear summaries and decks for CEOs and boards (cash runway, hiring affordability, KPIs). *Join client calls, ask good questions, and explain your work in simple language. *We already have existing models and patterns — you won’t be starting from zero on every client, and you’ll collaborate with experienced modelers on structure and reviews. Must-have skills & experience *Very strong Excel & Google Sheets skills (Expert level). *Solid accounting foundation: accruals, deferred revenue, revenue recognition basics, cash flow mechanics. *Proven financial modeling experience for real businesses (FP&A, audit, consulting, or similar). *Comfortable working with messy/incomplete data and getting to “good enough to decide.” *Good spoken and written English; you’re comfortable talking to US-based clients on calls. *Low-ego collaborator who can explain models to non-finance leaders. Nice to have (we can teach some of this) *Experience with SaaS metrics (ARR, NRR/GRR, cohorts, LTV, CAC payback). *Experience with LiveFlow, QuickBooks Online, Netsuite, or Dynamics. *Exposure to ASC 606 / deferred revenue engines. *Experience in fractional CFO / outsourced finance / FP&A environments. *Light scripting (e.g., Python) for automation and data cleanup. What success looks like in the first 90 days *You’ve taken ownership of several client models and can confidently walk through them on a call. *CEOs and account leads are using your work for hiring decisions, cash planning, and board reporting. *You’ve improved at least one reusable template that makes life easier for the rest of the team. 8Your work is rough-but-correct where speed matters, and polished where it counts — and you know the difference.