Job Description

ONSITE preferred with REMOTE flexibility

Position Overview

TriSource is seeking an experienced Senior FP&A Consultant for an immediate consulting engagement with a growing, multi-location organization

This highly visible assignment will focus on leading budgeting and forecasting activities, analyzing financial and operational performance, and providing strategic financial support to senior leadership.

The ideal candidate will have strong FP&A experience, advanced Excel and financial modeling skills, and the ability to step into an organization and make an immediate impact.

This is a hands-on consulting opportunity working directly with the CFO requiring someone who can independently manage budgeting and forecasting processes with minimal ramp-up time.

Key Responsibilities

Financial Planning & Forecasting

• Lead and manage budgeting, forecasting, and financial planning activities.
• Develop and maintain financial models, budget templates, and forecasting schedules.
• Coordinate with department leaders to establish financial assumptions, timelines, and priorities.
• Analyze monthly financial performance, identifying trends, variances, risks, and opportunities.
• Partner with Operations and other departments to translate business strategies into financial plans.

Finance & Business Partnership

• Serve as a strategic financial partner to senior leadership and cross-functional teams.
• Analyze financial and operational KPIs to identify opportunities for improved profitability and efficiency.
• Evaluate revenue, margins, labor costs, operating expenses, and overall business performance.
• Provide actionable financial recommendations to support operational and strategic decisions.
• Prepare financial reports, presentations, and analysis for executive leadership.
• Support P&L analysis and performance reporting across multiple business units.
• Assist with financial performance metrics and incentive compensation analysis.

Strategic Financial Analysis

• Develop financial models to evaluate business initiatives, operational improvements, and investment opportunities.
• Perform scenario planning, sensitivity analysis, and financial projections.
• Identify opportunities to improve reporting, budgeting, and forecasting processes.
• Support financial decision-making through detailed analysis and recommendations.

Financial Systems & Process Improvement

• Improve existing financial reporting and planning processes.
• Identify opportunities to streamline manual financial processes and enhance reporting accuracy.
• Leverage Excel, financial planning systems, and business intelligence tools to improve financial analysis.
• Support the adoption of technology and automation to improve Finance efficiency.

Required Qualifications

• 5+ years of progressive experience in FP&A, Corporate Finance, or Operational Finance.
• Strong hands-on experience managing budgeting and forecasting processes.
• Advanced Microsoft Excel skills, including financial modeling and complex analysis.
• Experience developing budgets, forecasts, and financial reporting templates.
• Strong understanding of P&L statements, financial performance metrics, and variance analysis.
• Demonstrated ability to partner with senior leadership and operational teams.
• Excellent analytical, organizational, and communication skills.
• Ability to work independently and contribute immediately in a fast-paced environment.
• Bachelor's degree in Finance, Accounting, Economics, or a related field.

Preferred Qualifications

• Experience supporting multi-location or multi-unit organizations.
• Background in restaurant, hospitality, retail, or other consumer-facing industries is a plus, but not required .
• Experience with Microsoft Dynamics 365 Business Central, Solver, and Power BI.
• Experience improving financial planning processes through automation or AI-enabled tools.

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