About the work
We're building a high-quality library of corporate FP&A work products. You'll complete self-contained planning exercises from mock files (actuals, driver schedules, department budgets) and produce the deliverable for each, graded against a rubric.
What you'll do
- Build bottoms-up annual budgets and multi-year long-range plans with consolidation and approval paths.
- Produce rolling reforecasts of P&L, cash flow and KPIs reflecting actuals and updated drivers.
- Build headcount and capital expenditure plans with hiring pacing, project approvals, payback and prioritization.
- Produce monthly management reporting packs with variance commentary, and product, customer or segment profitability analysis with cost allocation methodology.
- Forecast revenue from bookings, pipeline coverage and demand signals, and document model drivers and assumptions.
You're a fit if you have
- 4+ years in FP&A at an operating company, owning a plan or a reforecast cycle.
- Advanced Excel modeling and the judgment to explain a variance, not just calculate it.
Nice to have
- Finance business partnering or commercial finance experience; planning systems such as Anaplan, Adaptive or Pigment.
Assessment
A rolling reforecast from mock actuals and drivers; a management reporting pack with variance commentary; a headcount and capital expenditure plan.
Note
we're looking for planning and forecasting ownership, not month-end close or controllership.
FP&A Specialist - Budget Planning employer: Mercor
At Mercor, we pride ourselves on fostering a dynamic and inclusive work culture that empowers our employees to thrive. As a Remote Regulatory Response Specialist, you'll enjoy the flexibility of working from anywhere while contributing to cutting-edge financial AI solutions. We offer competitive benefits, ongoing professional development opportunities, and a collaborative environment that values your expertise and insights.
