Hire your Financial Planning & Analysis consultant in 48 hours

Our community connects the world’s top
Financial Planning & Analysis specialists to projects that need execution, now. Reliable. Targeted. Fast.
Hero - M&A Freelancing
Trusted by

Explore Financial Planning & Analysis advisors

London M&A, Private Equity
Senior
15 years experience
  • Financial Planning & Analysis
  • Financial Modeling
  • Business Strategy
  • M&A
  • +56
Hire Thorsten
New York, NY, USA Strategy, M&A
Manager
3 years experience
  • Financial Planning & Analysis
  • Financial Modeling
  • Business Strategy
  • M&A
  • +7
Hire Anais
New York, NY, USA M&A
Manager
4 years experience
  • Financial Planning & Analysis
  • Financial Modeling
  • M&A
  • Valuation
  • +1
Hire Alon
Amsterdam, Netherlands Strategy, M&A
Senior
10 years experience
  • Financial Planning & Analysis
  • Financial Modeling
  • Business Strategy
  • M&A
  • +10
Hire Mohit
Switzerland Strategy, M&A
Manager
14 years experience
  • Financial Planning & Analysis
  • Financial Modeling
  • Business Strategy
  • Corporate Finance
  • +6
Hire Francesco
Mannheim, 德国 Strategy, M&A
Senior
6 years experience
  • Financial Planning & Analysis
  • Financial Modeling
  • M&A
  • Corporate Finance
  • +4
Hire Xiaojiang (Jack)
Mexico City, Mexico Strategy, M&A
Senior
12 years experience
  • Financial Planning & Analysis
  • Business Strategy
  • M&A
  • Corporate Finance
  • +6
Hire Alejandra
Madrid, Spain M&A
Associate
3 years experience
  • Financial Planning & Analysis
  • Financial Modeling
  • Corporate Finance
  • Financial Analysis
  • +10
Hire Raffaella
Our financial planning and analysis consultants will help you create, monitor, analyze and report your financial status or that of your organization or project..

Fintalent is the fastest way to get hyper-specialized M&A talent

Talent with experience at

Frequently asked questions

What clients usually engage your Financial Planning & Analysis Consultants?

We work with clients from all over the world. Our clients range from enterprise and corporate clients to companies that are backed by Private Equity or Venture Capital funds. Furthermore, we work directly with Family Offices, Private Equity firms, and Asset Managers. Most of our enterprise clients have dedicated Corporate Development, M&A, and Strategy divisions which are utilizing our pool of Financial Planning & Analysis talent to add on-demand and flexible resources, expertise, or staff to their in-house team.

How is Fintalent different?

Fintalent is not a staffing agency. We are a community of best-in-class Financial Planning & Analysis professionals, highly specialized within their domains. We have streamlined the process of engaging the best Financial Planning & Analysis talent and are able to provide clients with Financial Planning & Analysis professionals within 48 hours of first engaging them. We believe that our platform provides more value for Corporates, Ventures, Private Equity and Venture Capital firms, and Family Offices.

Our Hiring Process – What do ‘Community-Approach’ and ‘Invite-to-Apply’ mean?

‘Invite-to-Apply’ is the process by which we shortlist candidates for the majority of projects on our platform. Often, due to the confidential nature of our clients’ projects, we do not release projects to our whole platform but using the matching technology and expertise of our internal team we select candidates who are the best fit for our clients’ needs. This approach also ensures engagement with our community of professionals on the Fintalent platform, and is a benefit both to our clients and independent professionals, as our freelancers have direct access to the roles best suited to their skills and are more likely to take an interest in a project if they have been sought out directly. In addition, if a member of our community is unavailable for a project but knows someone whose skill set perfectly fits the brief, they are able to invite them to apply for the role, utilizing the personal networks of each talent on our platform.

Which skills and expertise do your Fintalents have?

The Fintalents are hand-picked and vetted Financial Planning & Analysis professionals, speak over 55 languages, and have professional experience in all geographical markets. Our Financial Planning & Analysis consultants’ experience ranges from 3+ years as analysts at top investment banks and Strategy consultancies, to later career C-level executives. The average working experience is 6.9 years and 80% of all Fintalents range from 3-12 years into their careers.

Our Financial Planning & Analysis consultants have experience in leading firms as well as interfacing with clients and wider corporate structures and management. What makes our Financial Planning & Analysis talent pool stand out is the fact that they have technical backgrounds in over 2,900 industries.

How does the screening and onboarding of your Financial Planning & Analysis talent work?

Fintalent.io is an invite-only platform and we believe in the power of referrals and a closed-loop community. Members of our community are able to invite a small number of professionals onto the platform. In addition, our team actively scouts for the best talent who have experience in investment banking or have worked at a global top management consultancy. All of our community-referred talent and scouted talent are subject to a rigorous screening process. As such, over the last 18 months totaling more than 750 hours of onboarding calls, of which only 40% have received an invite-link after the call.

What happens if I am not satisfied with my Financial Planning & Analysis consultant’s work?

During your initial engagement with a member of our Fintalent talent pool with no risk. If you are not satisfied with the quality of your hire for any reason then we are able to find a replacement at short notice. There is no minimum commitment per project, but generally projects last at least 5 days and can last 12+ months.

We are a community-based M&A staffing platform.

With our platform, you can fill full-time M&A roles, or staff your team with a Financial Planning & Analysis expert when you need an extra hand.

Full Flexibility

On-demand M&A deal staffing

Get full flexibility and add M&A team members from analyst to VP level on demand and on a per-deal basis.

Learn more → 

How the Fintalent Profiles Look
The right hire

Permanent M&A Hiring

Hire the best talent for your Corporate M&A team. Our platform approach gets you in front of the right candidates, incredibly fast.

Learn more → 

Everything you need to know about Financial Planning & Analysis

What is Financial Planning and Analysis?

Financial planning and analysis is the process of creating, monitoring, analyzing and reporting the financial status of an organization, project or person. Financial according to Fintalent’s Financial planning & analysis consultants, succeeds when it helps an individual or company manage risk and maintain financial security.

The importance of planning
In today’s highly competitive business environment, companies cannot afford to rely on accident or chance to achieve their goals. Accident and chance are random events that companies cannot control or influence. Every company needs a comprehensive financial management plan that helps it achieve its goals and objectives.
Financial management requires careful planning, forecasting, analysis and evaluation of results to make sure everything about a company is working together for maximum efficiency and effectiveness. This includes forecasting debt service requirements and preparing cash flow projections in order to build the framework for the financial plan that will guide the company in achieving its goals.
A financial plan must be measurable.
In a complex financial environment, it is impossible to predict precisely what is going to happen in today’s highly competitive business environment. Every company needs to develop a financial plan that defines its precise strengths and weaknesses and how the company will respond to changes in its operating environment. This means that a company needs an approach for measuring and reporting on the results of its financial management activities so that it can make decisions informed by the data and experiences that have led to success or failure.

Economic environment and financial implications of the organization’s business operations:
The financial plan contains a description of the economic environment in which the organization operates. The company should develop an understanding of its industry, market, or niche so that it can be successful. How does the economy affect the company? What is the growth potential and trends for related businesses in the industry? What are the long and short term forecasts for inflation? What will this mean for operations and pricing? Does this mean changes to operating plans or buying patterns are required?
The importance of a Written Financial Plan:
Every company needs to put together a written financial plan that lays out what they need to do to achieve their goals. In order to be successful all departments within an organization must know what is expected of them, when they are expected to do it and how they can contribute to the overall goals of the company.
How important is strategic planning for you as an executive?
The importance of setting goals, objectives and goals ensures that there is an overarching plan for the company. This process helps the organization and its personnel to understand what the company needs to do in order for it to be successful and also ensures that there is a clear separation between what is important from a financial standpoint and what is important from a human resources perspective.
What are the basic metrics that you need as an executive?
The executive team should measure performance of departments to ensure that goals are being met. This can be measured through financial data, productivity data or customer satisfaction data. The executive team needs to consider all three types of data when measuring performance in the company.
The measurement of financial data is the essence of any financial plan.

How do you measure how well your company is doing financially?
The company should gather as much data as possible about its financial position. If a company does not stay on top of its finances, it risks not being able to pay its vendors or employees, which could lead to their bankruptcy.
What are the basic elements that make up a comprehensive financial plan?
A comprehensive financial plan will help a company understand what it is doing well and what needs improvement in terms of business operations and goals. A comprehensive financial plan will involve all functions within the company and accountants will be involved to ensure the plan is being implemented properly.
Where can you find a comprehensive financial plan and a budget?
Every company needs to create a comprehensive financial plan and budget that includes a projected balance sheet, so that they can measure the performance of their operations and employees. If a company does not have one, it should be in close communication with its accountants and management staff because this is one of the most important objectives for all companies.
Businesses should always have a plan so that they can ensure the financial health of their business and ensure it will be around for the long term. This plan needs to be reviewed on a regular basis.
It is important for every company to be focused on both short term goals and long term goals in order to stay competitive. The company cannot neglect its short term problems, but it cannot ignore its long term goals and issues either. The best way to address concerns about short term problems is through planning and by meeting with accountants who can help you create plans that work for today’s needs but also allow for growth in the future.

Looking for a different skillset?

Hire related Fintalents

Case studies

Want to become a Fintalent?

»We needed a VP of Finance / CFO profile to help put our fast-growing FinTech on the right track. Fintalent delivered more targeted profiles than I could have ever imagined, and they did it super fast. We’ve now hired our Fintalent full-time!«

Giacomo Ficari, Lifepal
Giacomo Ficari
CEO & Co-Founder, Lifepal

»I’ve experienced the struggle to staff talent with real industry expertise firsthand. Fintalent solves that gap with super fast staffing for M&A projects, and offers a sustainable project pipeline for professionals as well.«

valentin.5f5ca02a
Valentín Rivas Vera
Strategy Director at Lyntia​

»I worked in Corporate M&A for more than a decade and wish a platform like Fintalent would have existed years ago! Fintalent provides a very flexible, cost- and time-efficient way to deal with our buy-side transaction staffing requirements with top tier M&A experts.«

1605124215554.png
Alexander Mora, CFA
Partner at Ingeniam, former COO/ Head of M&A of DWS Group