Financial Planning Consultant

Summary

Join Massive Rocket, a rapidly growing Braze & Snowflake agency, as a Financial Planning Consultant. Conduct a comprehensive review of our financial processes, focusing on P&L tracking, sales pipeline, forecasting, and performance analysis. Identify areas for improvement and recommend best practices for a more robust, scalable financial planning and reporting structure. Develop an actionable roadmap for enhanced accuracy in financial planning and forecasting. Recommend suitable tools and processes, potentially including lightweight forecasting software. Support implementation of agreed-upon changes and deliver a final report to key stakeholders. This role requires a minimum of 5 years of experience in financial planning, FP&A, or commercial finance, ideally within growth-stage or SME environments. Massive Rocket offers a 100% remote work environment and a supportive, positive work culture.

Requirements

• Minimum of 5 years’ experience in financial planning, FP&A, or commercial finance—ideally within growth-stage or SME environments
• Strong experience in diagnosing and improving financial systems where spreadsheet-based processes are in place
• Demonstrable expertise in forecasting, modelling, and building scalable financial frameworks
• Comfortable working independently, quickly understanding business operations and identifying key metrics and reporting needs
• Strong communication and stakeholder management skills—able to explain complex financial issues to non-finance stakeholders

Responsibilities

• Conduct a full diagnostic review of our current financial spreadsheets and reporting processes
• Assess accuracy, consistency, and usability of our: P&L tracking, Sales pipeline and forecast, Actuals vs predicted performance, Cost tracking and forecasting methods
• Identify key weaknesses, inefficiencies, and risks in our current approach
• Develop a clear and actionable roadmap to improve financial planning and forecasting accuracy
• Recommend tools, processes or systems (e.g. moving beyond spreadsheets, introducing lightweight forecasting software) tailored to a company of our size and maturity
• If appropriate, support with implementation of any agreed changes
• Deliver a final report and debrief with key stakeholders

Preferred Qualifications

• Experience in recommending and/or implementing tools (e.g. Float, Fathom, Spotlight, or lightweight ERP systems) is a strong plus
• Consultancy background or experience in FP&A roles
• Experience supporting fast-growing service businesses or agencies
• Proficient in Excel/Google Sheets with a pragmatic approach to balancing structure with speed

Benefits

• Fast-moving environment – you will never stop learning and growing
• Supportive and positive work culture with an emphasis on our values
• International presence – work with team members in Europe, the US, and around the globe
• 100% remote forever
• Career progression paths and opportunities for promotion/advancement
• Organised team events and outings