Financial Modeling Consultant / Revenue Forecasting Analyst

Job Title: Financial Modeling Consultant / Revenue Forecasting Analyst

Project Duration: 8 weeks (June 9, 2025 – August 1, 2025)

Commitment: 100% (Remote, Onshore). 1-2 Onsite trips to LA, California for onsite workshops strongly preferred.

Work Hours: Eastern or Central Time Zone (9 AM – 5 PM)

Contractor Rate: $50-60/hour

Role Overview

Kaizen is seeking a seasoned Financial Modeling Consultant to join a team supporting one of our clients. This person will enhance and develop revenue forecasting models that inform strategic business decisions. The ideal candidate will collaborate closely with finance, sales, and data/technology teams to analyze historical data, market trends, and growth opportunities, delivering actionable insights to drive business strategy.

Key Responsibilities

• Develop and refine financial models and revenue forecasts based on historical data, market trends, and business opportunities – Using Forecasting tools like Python or similar tools.

• Collaborate with sales and finance teams to design data-driven forecasting approaches for forecasting new business growth in a B2B environment.

• Analyze financial data to identify trends, variances, and opportunities for improvement.

• Utilize statistical methods, including time series analysis, to enhance forecasting accuracy.

• Translate complex data into meaningful insights and recommendations for stakeholders.

• Create Power BI dashboards and visualizations to track actuals versus forecasts, facilitating informed decision-making.

• Familiarity working with SQL databases to wrangle, query, and structure data independently when required, and partner with data engineers to execute more complex tasks.

Required Qualifications

• Bachelor’s degree in Finance, Economics, Statistics, or a related field.

• 4–6 years of experience in financial modeling, forecasting, or FP&A roles.

• Proficiency in forecasting methods, financial principles, budgeting, and revenue analysis.

• Experience with statistical financial modeling tools such as Python or R.

• Intermediate to advanced skills in Power BI for data visualization and dashboard creation.

• Intermediate proficiency in SQL for data extraction and analysis.

• Strong collaboration skills, particularly in working with finance and sales teams to develop forecasting strategies.

• Proficiency in Excel, including understanding and enhancing existing Excel-based forecasting models.

• Ability to develop statistical and business-rule-driven revenue forecasts accounting for factors like baseline growth, churn, and new customer acquisition.

Preferred Qualifications

• Experience in B2B environments with a focus on new business and growth forecasting.

• Ability to overcome obstacles and work creatively to solve forecasting challenges.

• Strong communication skills to effectively convey insights to non-technical stakeholders.