Financial Analyst for CFO firm

I’m looking for an FP&A Analyst with strong Excel financial modeling and Power BI skills to help me build a standard reporting structure for my CFO advisory clients.

The goal is to create a repeatable, multi-entity model and a professional Power BI dashboard that can be used across clients with similar needs (budgeting, forecasting, cash flow visibility, and KPI reporting).

You will support me in building:

A solid financial model (Budget + Forecast + Cash Flow)

Automated reporting workflows

Power BI dashboards for management reporting

Clean data preparation templates for future clients

This is a one-off project (40–60 hours) with potential for ongoing monthly collaboration.

• 1. Excel Financial Model
• - Structured P&L, Balance Sheet and Cash Flow
• - Budget template
• - 12-month rolling forecast
• -Driver-based assumptions
• - Multi-entity consolidation
• - KPI calculation tabs
• - Variance analysis (Actual vs Budget vs Forecast)
• 2. Power BI Dashboards
• - Executive summary dashboard
• - P&L dashboard
• - Cash Flow dashboard
• - KPI dashboard (entity-level + consolidated)
• - Variance & trend analysis
• - Clean, professional visual layout
• - Automated refresh (via SharePoint/OneDrive)
• 3. Data Preparation Tools
• - Mapping template for accounting data
• - Clean data structure + Power Query steps (if needed)
• - Template for future client onboarding