Senior FP&A Expert - Financial Task Design and Evaluation
pbThis position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Senior FPA Expert – Financial Task Design and Evaluation based in Italy. /b /p pWe are seeking an experienced Financial Planning Analysis professional to contribute to an innovative AI evaluation project focused on complex financial workflows and business decision-making. In this role, you will leverage your expertise in financial modelling, budgeting, forecasting, and corporate finance to design realistic business scenarios and analytical tasks. You will develop detailed reference solutions and assess AI-generated financial models and recommendations against professional standards. Working independently, you will help identify financial inaccuracies, challenge assumptions, and establish robust evaluation criteria. This is a flexible, fully remote, project-based opportunity to apply your financial expertise while contributing to the development and evaluation of advanced AI systems. /p h3Accountabilities: /h3 ul liDesign realistic FPA tasks and business scenarios reflecting complex financial planning, forecasting, and corporate decision-making processes. /li liDevelop comprehensive financial models and reference solutions using Excel, ensuring transparent formulas, documented assumptions, scenario analysis, and consistency checks. /li liCreate practical exercises covering core FPA activities, including annual budgeting, rolling forecasts, variance analysis, headcount planning, and investment evaluations. /li liBuild and assess integrated financial analyses incorporating income statements, balance sheets, cash flow forecasts, working capital, liquidity, and other relevant financial indicators. /li liDevelop complex business scenarios using multiple information sources, including spreadsheets, contracts, emails, management presentations, and other financial documentation. /li liReview and evaluate AI-generated financial models, analyses, and recommendations for technical accuracy, financial consistency, completeness, and practical business relevance. /li liIdentify material financial errors, unsupported assumptions, inconsistencies, calculation issues, and weaknesses in financial models or business conclusions.
/li liEstablish clear evaluation frameworks and acceptance criteria while recognising reasonable alternative financial methodologies and assumptions. /li liPrepare precise task instructions, reference answers, and concise executive-level explanations that accurately communicate financial findings. /li liApply structured evaluation guidelines consistently and provide clear, evidence-based justifications for assessment decisions. /li liContribute professional FPA knowledge to the development of challenging financial benchmarks designed to measure the ability of AI systems to perform complex finance-related tasks. /li /ul h3Requirements: /h3 ul liAt least 5 years of relevant professional experience in Financial Planning Analysis (FPA), corporate finance, finance business partnering, or a closely related discipline, or equivalent demonstrated expertise. /li liAdvanced Excel skills and strong financial modelling capabilities, including building, reviewing, and auditing complex financial models with transparent formulas and well-documented assumptions. /li liPractical experience managing or supporting financial planning processes, including operating budgets, rolling forecasts, variance analysis, headcount planning, and investment evaluations. /li liStrong understanding of financial statements and accounting principles, including income statements, balance sheets, cash flow statements, working capital, liquidity, and debt covenants. /li liProven ability to build scenario-based financial models, evaluate different business assumptions, and assess their impact on financial performance. /li liExperience reconciling complex or conflicting financial information across spreadsheets, contracts, business documents, and management reports. /li liExcellent analytical and critical-thinking skills,
with the ability to identify material financial errors, flawed assumptions, inconsistencies, and unsupported conclusions. /li liAbility to assess the quality and accuracy of financial analyses, recognise valid alternative methodologies, and establish clear evaluation standards. /li liExcellent written English communication skills, with the ability to prepare detailed task instructions, structured financial explanations, and concise executive-level reports. /li liExceptional attention to detail, combined with the ability to follow structured evaluation guidelines and exercise independent professional judgment. /li /ul h3Preferred Qualifications: /h3 ul liExperience working in software, technology, or SaaS businesses, particularly with annual recurring revenue (ARR), customer retention, gross margin analysis, and subscription-based financial planning. /li liExperience in financial model auditing, quality assurance, or reviewing financial deliverables prepared by other professionals. /li liPrevious exposure to AI evaluation projects, benchmark development, or the design of structured analytical assessments. /li liExperience presenting financial analyses, business cases, and recommendations to senior management or executive stakeholders. /li /ul h3Benefits: /h3 ul libCompetitive compensation: /b USD 400 per successfully completed and accepted task, with an estimated completion time of 5–6 hours per task. /li liIndicative hourly compensation of approximately USD 67–80, depending on the actual time required to complete each task. /li liFully remote working arrangement, allowing you to work from anywhere. /li liFlexible working hours, with the freedom to organise your schedule around project requirements. /li liPart-time, freelance, and independent contractor engagement. /li liOpportunity to contribute to the evaluation and development of cutting-edge AI systems focused on complex financial analysis and business decision-making. /li liExposure to innovative AI applications while applying your professional FPA expertise to practical, real-world financial scenarios. /li liOpportunity to work independently and contribute specialist knowledge to advanced financial evaluation projects. /li /ul #J-18808-Ljbffr
/li liEstablish clear evaluation frameworks and acceptance criteria while recognising reasonable alternative financial methodologies and assumptions. /li liPrepare precise task instructions, reference answers, and concise executive-level explanations that accurately communicate financial findings. /li liApply structured evaluation guidelines consistently and provide clear, evidence-based justifications for assessment decisions. /li liContribute professional FPA knowledge to the development of challenging financial benchmarks designed to measure the ability of AI systems to perform complex finance-related tasks. /li /ul h3Requirements: /h3 ul liAt least 5 years of relevant professional experience in Financial Planning Analysis (FPA), corporate finance, finance business partnering, or a closely related discipline, or equivalent demonstrated expertise. /li liAdvanced Excel skills and strong financial modelling capabilities, including building, reviewing, and auditing complex financial models with transparent formulas and well-documented assumptions. /li liPractical experience managing or supporting financial planning processes, including operating budgets, rolling forecasts, variance analysis, headcount planning, and investment evaluations. /li liStrong understanding of financial statements and accounting principles, including income statements, balance sheets, cash flow statements, working capital, liquidity, and debt covenants. /li liProven ability to build scenario-based financial models, evaluate different business assumptions, and assess their impact on financial performance. /li liExperience reconciling complex or conflicting financial information across spreadsheets, contracts, business documents, and management reports. /li liExcellent analytical and critical-thinking skills,
with the ability to identify material financial errors, flawed assumptions, inconsistencies, and unsupported conclusions. /li liAbility to assess the quality and accuracy of financial analyses, recognise valid alternative methodologies, and establish clear evaluation standards. /li liExcellent written English communication skills, with the ability to prepare detailed task instructions, structured financial explanations, and concise executive-level reports. /li liExceptional attention to detail, combined with the ability to follow structured evaluation guidelines and exercise independent professional judgment. /li /ul h3Preferred Qualifications: /h3 ul liExperience working in software, technology, or SaaS businesses, particularly with annual recurring revenue (ARR), customer retention, gross margin analysis, and subscription-based financial planning. /li liExperience in financial model auditing, quality assurance, or reviewing financial deliverables prepared by other professionals. /li liPrevious exposure to AI evaluation projects, benchmark development, or the design of structured analytical assessments. /li liExperience presenting financial analyses, business cases, and recommendations to senior management or executive stakeholders. /li /ul h3Benefits: /h3 ul libCompetitive compensation: /b USD 400 per successfully completed and accepted task, with an estimated completion time of 5–6 hours per task. /li liIndicative hourly compensation of approximately USD 67–80, depending on the actual time required to complete each task. /li liFully remote working arrangement, allowing you to work from anywhere. /li liFlexible working hours, with the freedom to organise your schedule around project requirements. /li liPart-time, freelance, and independent contractor engagement. /li liOpportunity to contribute to the evaluation and development of cutting-edge AI systems focused on complex financial analysis and business decision-making. /li liExposure to innovative AI applications while applying your professional FPA expertise to practical, real-world financial scenarios. /li liOpportunity to work independently and contribute specialist knowledge to advanced financial evaluation projects. /li /ul #J-18808-Ljbffr