Financial Planning & Analysis (FP&A) Analyst
Skills
About the role
Behind every great business decision is someone who ran the numbers — is that person you?
The Role
CFO Advisry is seeking a sharp FP&A Analyst to work directly with our Principal across an active client portfolio. You’ll be the reporting and modeling engine behind high-quality financial advisory work — building the forecasts, dashboards, and analyses that drive real business decisions.
About CFO Advisry
CFO Advisry is a fractional CFO firm based in Annapolis, MD. We partner with small and mid-sized businesses to deliver financial leadership and analytical rigor across a range of industries. This is a hybrid role — you’ll work both on-site in Annapolis and remotely, with a schedule built around client needs and personal flexibility.
What You’ll Do
Build and maintain financial models, budgets, and rolling forecasts in Excel
Prepare weekly, monthly, and quarterly financial reports for client engagements
Develop dashboards, scorecards, and automated reporting tools
Analyze trends, variances, and KPIs — and communicate findings clearly
Support client presentations, leadership meetings, and strategic planning sessions
Identify workflow improvements and automation opportunities within reporting processes
What We’re Looking For
2–5 years in FP&A, financial analysis, accounting, or corporate finance
Advanced Excel skills — financial modeling is your comfort zone
Strong analytical instincts with a sharp eye for detail
Clear communicator who can turn numbers into a story
Comfortable managing multiple client priorities under deadline pressure
What Sets You Apart
Experience with NetSuite, Sage, or Restaurant365
Proficiency in Power BI, Tableau, or similar BI tools
Interest in using AI tools to enhance modeling, forecasting, and reporting
Prior experience in a consulting or advisory environment
Pay: $90,000.00 - $110,000.00 per year
Benefits:
401(k)
Dental insurance
Health insurance
Unlimited paid time off
Vision insurance
Work Location: Hybrid remote in Annapolis, MD 21401
Compensation
This Finance role pays $90k-$110k/yr. Within typical range for finance roles in United States.
Questions about this role
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What's the typical salary for Finance in United States?
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