FP&A Expert - Financial Forecaster

To qualify you must use Financial Forecaster regularly, weekly or more, as a working part of your job, with 5+ years of professional FP&A experience as an FP&A analyst/manager, financial reporting or technical accounting analyst, lender-reporting or treasury analyst, or controller.

Financial Forecaster knowledge we require:

• Working the model
• Multidimensional models: navigating models, dimensions and account hierarchies, and reading a cube slice at an exact coordinate rather than at whatever grain the UI lands on
• Scenarios: creating one, setting its parent, knowing what it inherits versus holds in its own cells, and locking it — plus identifying the forecast of record by its lock or acceptance date
• Accounts and assumptions: telling an input account from a calculated one, and knowing when to fix a figure by editing the account formula versus overriding an assumption cell
• CSV imports: loading actuals and driver data, and the unit and scale discipline an import demands
• Note surfaces: scenario notes, driver notes, policy notes, planning notes, assumption change logs and variance commentary
• Knowing what Financial Forecaster cannot do, so you can recognize a task that asks for a figure or a dimension member the model will never produce

Reading models & packs:

• Reading a scenario fluently: what is an input versus a calculated account, which cells are overridden, what a scenario inherits from its parent versus holds itself
• Reading a reporting pack against the model behind it: tracing a printed figure back to the account, scenario and coordinate it came from
• Recognizing the vintage that governs: which scenario is the forecast of record, when it was locked or accepted
• Decoding a coordinate (Time, Entity, Department, Product/Product Line, Region, and facility dimensions like Debtor or Aging Bucket)
• Finding & tying out the number
• Navigating account hierarchies and scenario trees to locate the figure that actually drives a covenant, a KPI, or a disclosure
• Unit and scale traps: thousands-versus-dollars mismatches, a cost base that cannot be reconciled to its own revenue
• Reconciling two in-world sources that disagree, and judging which one governs

Entity structure & governing documents:

• The reporting landscape: legal entity versus department versus segment versus consolidated
• Credit agreement mechanics: the provision fixing the accounting basis, Test Periods and test dates, fixed charge coverage and total net leverage
• Case relationships in the financial sense: parent and child scenarios, consolidated versus entity results

Measure types & classification:

• GAAP versus non-GAAP versus covenant measures
• Non-GAAP discipline: exclusions requiring a written determination that an amount is not normal and recurring
• Forecast versus projection under the AICPA PFI guidance
• The standards that decide the answer: going concern and the look-forward window, operating segments and the CODM

Documents, records & workflow:

• Document types: compliance certificate, borrowing base certificate, lender package, board or committee pre-read, earnings release and reconciliation
• What a finished deliverable requires versus what merely describes it
• App workflow surfaces: scenario creation and locking, saved views, and exports for large result sets

What you'll do:

• Review and QA AI-agent rollouts: work through completed agent runs in Financial Forecaster and judge whether the agent's answer is correct against the actual model and documents
• Identify failure modes: pinpoint where and why an agent succeeds too easily or fails wrongly
• Improve realism and difficulty: refine the task prompt and the seeded world so tasks reflect authentic FP&A and lender-reporting work
• Update grading guidance for accuracy: sharpen how answers are graded so correct answers pass and wrong ones fail
• Catch plausible-but-wrong answers that a non-expert reviewer would let slide

Requirements:

• Frequent hands-on Financial Forecaster use for real forecasting, covenant or reporting work in your current or recent role, weekly or more
• 5+ years in FP&A, financial reporting, technical accounting, or lender reporting
• Can read a Financial Forecaster model on sight
• Reflexive with Financial Forecaster's scenario and import mechanics
• Sound judgment on what a correct, complete answer looks like

Bonus: credit agreement compliance and borrowing base reporting; going concern or impairment analysis; segment reporting; SEC reporting or disclosure committee experience; hands-on experience across multiple models and entities.