FP&A Finance Specialist, Three-Statement Forecasting

FP&A Finance Specialist, Three-Statement Forecasting

Location: Houston, TX | Setup: Hybrid | Type: Contract, 3 months (full-time hours) | Experience: 8+ years | Pay: Open, based on experience

About the Role

You'll own the integrated three-statement forecast model for a multi-billion-dollar enterprise, and you'll own it end to end. Income Statement, Balance Sheet, Cash Flow, all wired together, all reconciled to actuals, all defensible when Treasury or the CFO org starts asking hard questions about liquidity and covenant headroom.

The client is a Houston-headquartered company with more than $2B in annual revenue and a nationwide network of local operating locations, which means multiple business units, real working capital complexity, and a capital structure that a simple model won't survive. They need someone who has already built and maintained a model at this scale, not someone who will learn on their dime.

This is a three-month engagement starting in September. If you're the kind of finance person who gets a little satisfaction from finding the broken link in someone else's model and rebuilding it clean, you'll like this one.

What You'll Do

• Own, maintain, and improve a fully integrated three-statement forecast model in Excel
• Partner with Accounting and Treasury so the model reflects real close results, debt schedules, working capital dynamics, and capital structure
• Translate business assumptions (revenue drivers, headcount, capex) into model inputs, then reconcile forecasted output against actuals every month
• Support the monthly and quarterly forecast cycles, annual budgeting, and the 3 to 5 year long-range plan
• Run scenario and sensitivity work for leadership: liquidity stress tests, covenant compliance, what-if cases
• Find and fix model errors, circularity problems, and structural weak points, then document the logic so the next person can follow it
• Write variance commentary that explains forecast versus actual in plain language, not just in numbers
• Work across Accounting, Treasury, and business unit Finance to pull inputs and validate what comes back out

Qualifications

Core FP&A Experience

• 8+ years in FP&A or corporate finance, with hands-on ownership of a three-statement forecasting model
• Experience at a large enterprise with $2B+ in annual revenue, including the multiple business units and cost centers that come with it
• Deep understanding of how the three statements connect and drive one another, not just how to read them
• Strong grasp of working capital mechanics, debt schedules, depreciation and amortization schedules, and capital structure
• Bachelor's degree in Finance, Accounting, Economics, or a related field

Advanced Excel

• Complex formula construction: INDEX/MATCH, SUMIFS/SUMPRODUCT, OFFSET, array formulas
• Building and troubleshooting circular references, including interest and cash sweep circularity
• Model architecture done right: inputs separated from calcs and outputs, error checks, version control
• Pivot tables, Power Query, and Power Pivot for consolidating data across sources

Nice to Have

• MBA, CPA, or CFA
• ERP and reporting tool experience (SAP, Oracle, Hyperion/Essbase, Anaplan, OneStream)
• Exposure to trust or long-horizon fund portfolios
• A track record of presenting forecasts and scenario analysis directly to senior leadership

Why Join Us

This is a finance team that takes the model seriously as an operating tool, not a spreadsheet that gets dusted off once a quarter. The people you'll work with know their business, they'll give you real inputs, and they'll expect the outputs to hold up. You'll have visibility into Treasury and the CFO organization from day one, which is rare for a three-month engagement.

Ninety days is enough time to leave a model behind that is measurably better than the one you found. If that's the kind of work you want, we'd like to talk.