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Access our network of tier-1 freelance Financial Planning & Analysis consultants

15 years experience
  • Financial Planning & Analysis
  • Financial Modeling
  • Business Strategy
  • M&A
  • +56
Hire Thorsten
Melbourne, Australia
15 years experience
  • Financial Planning & Analysis
  • Financial Modeling
  • Financial Analysis
  • Accounting
  • +16
Hire Sarah
Warsaw, Poland
10 years experience
  • Financial Planning & Analysis
  • Business Strategy
  • Financial Modeling
  • Business Development
  • +110
Hire Tomasz
Frankfurt, Germany
14 years experience
  • Financial Planning & Analysis
  • Financial Modeling
  • M&A
  • Valuation
  • +98
Hire Schaahin
St. Louis, MO, USA
15 years experience
  • Financial Planning & Analysis
  • Financial Modeling
  • Business Strategy
  • M&A
  • +7
Hire Michael
Ho Chi Minh, Vietnam
6 years experience
  • Financial Planning & Analysis
  • Financial Modeling
  • Business Strategy
  • M&A
  • +6
Hire Sang

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Guide to hiring the right Financial Planning & Analysis consultant

What does a Financial Planning & Analysis consultant do? And how can you find the right one? Learn more in our hiring guide for Financial Planning & Analysis consultants.

Fintalent was able to provide consulting advice in very little time for one of our latest M&A projects. The support was hands-on, pragmatic and of high quality and was as a result critical to advance the project we were not able to properly address in the classical way.

How our M&A staffing platform works

Create your project

Post your project and requirements on our online platform to access 2,000+ M&A professionals.

Receive your shortlist

We invite and shortlist a personal selection of the best professionals for the project.

Interview & chat

You can directly contact your shortlisted candidates, invite them for interviews, and agree on project details.

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Frequently asked questions

Our Financial Planning & Analysis consultants work with clients in 40+ countries. Our clients are Corporate Development divisions, Private Equity backed companies, and fast-growing ventures.

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 Financial Planning & Analysis consultants have extensive experience in Financial Planning & Analysis. Most of them have buy-side, sell-side M&A, or Private Equity experience.

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.

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.

We operate world-wide and have clients in North America, Europe, APAC, and MENA.

Pricing depends on seniority, location, and project duration. For our pricing structure, please refer to our Pricing page.

Hiring guide to find the perfect freelance Financial Planning & Analysis consultant

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.

What does Fintalent offer?

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.

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