Financial Analyst to Prepare 3-Year Forecast Models
Skills Required
Description
Creating reliable financial forecasts requires both analytical depth and strategic vision. The Financial Analyst will develop comprehensive three-year projection models that help leadership plan budgets, evaluate growth potential, and assess risk across various business scenarios.
The project involves building dynamic Excel models that capture key financial metrics such as revenue growth, cost structures, cash flow, and profitability. These models will serve as a decision-making framework for executive and investor discussions.
Core responsibilities include:
Developing detailed three-year financial forecasts with revenue, expense, and margin assumptions.
Conducting scenario and sensitivity analyses to evaluate business performance under different market conditions.
Creating dynamic charts and dashboards that visualize trends and highlight financial insights.
Ensuring data accuracy through validation checks and formula audits.
The analyst will collaborate closely with department leads to gather inputs and align forecasts with operational realities. This includes marketing spend, product development timelines, and staffing plans.
Key analytical focus areas:
Calculating customer acquisition costs (CAC) and lifetime value (LTV).
Modeling subscription or recurring revenue streams for SaaS businesses.
Projecting EBITDA, net income, and free cash flow over multiple years.
Buil...