Financial Analyst to Build 3-Statement Financial Forecast Model
Skills Required
Description
Building a solid financial model is essential for planning, and we’re looking for an analyst who can deliver a full 3-statement forecast that gives us clarity on revenue, expenses, and cash flow.
This isn’t a template job—we need a model designed around our specific business structure and growth plans, ensuring accuracy and adaptability.
The analyst should be comfortable creating clean and logical workbooks in Excel, with clear formulas and assumptions that anyone on the team can follow.
Forecasting revenue streams will be a critical element. We want realistic projections that account for seasonality, pricing changes, and growth assumptions.
Expense tracking must be handled with the same rigor, providing insights into fixed versus variable costs and highlighting areas where efficiencies can be gained.
The cash flow statement will tie everything together, ensuring we know exactly how operational, investing, and financing activities impact liquidity.
Scenario analysis will be built in so leadership can test different outcomes. Changing inputs should immediately update forecasts without breaking the structure.
We’re looking for a financial analyst who can go beyond the numbers and explain the reasoning behind their assumptions.
Attention to detail is essential, as even a small error in linking statements can lead to misleading results.
Valuation techniques may also be useful, as we want to understan...