Financial Analyst – Contract, Project-Based

Location: • Remote (U.S.-based preferred) • Availability required: 8 AM – 6 PM EST Employment Type: • Project-Based Contract (Initial 3-Month Engagement) • Opportunities for ongoing work and full-time transition based on performance Compensation: • Competitive per-project rates based on complexity • Bonus opportunities tied to volume, accuracy, and client satisfaction • *Help Shape the Financial Future of the Next Great Venture • At The Exceptional Plan, we’re on a mission to change what it means to be a business owner. We work with startups and growing businesses to craft strategic business plans, pitch decks, and financial models that help them raise capital and scale with clarity. We’re looking for a Financial Analyst who brings both analytical precision and startup agility—someone who thrives in a dynamic, fast-moving environment and can balance clean pro forma statements with complex financial modeling across a variety of business types and industries. • About the Role • As our Financial Analyst, you’ll be responsible for creating custom financial models for both pre-revenue startups and existing businesses. Your work will support business planning, capital raising, and investor engagement. You’ll also be responsible for outlining and summarizing key financial assumptions and insights that will be incorporated into the written materials by our content team. You must be comfortable working on multiple projects at once, collaborating with writers and strategists, and adjusting quickly to new challenges. This is a high-ownership role that requires initiative, adaptability, and a data-driven mindset. • What You’ll Be Doing • * Building simple to advanced financial models and pro forma statements • Developing projections across revenue, expenses, growth, and cash flow • Applying startup-relevant logic (e.g., CAC, LTV, SaaS metrics, unit economics) • Creating detailed, clearly documented financial assumptions • Outlining key financial highlights for use in pitch decks and business plans • Collaborating with writers, strategists, and account executives • Working across multiple client projects simultaneously • Updating or modifying models based on client feedback or scope changes • Supporting the evolution of internal templates, calculators, and tools What We’re Looking For • 2–5 years of experience in financial modeling, preferably with startups or small businesses • Strong command of Excel or Google Sheets, including complex formulas and logic • Proven experience building pro forma statements, forecasts, and financial models • Familiarity with early-stage metrics, startup financing, and investor expectations • Comfort building both high-level summaries and detailed multi-year models • Strong documentation skills—must be able to clearly explain assumptions • High attention to detail, accuracy, and structure • Ability to work fast and independently in a fast-paced, collaborative startup environment • Available online during standard business hours (8 AM – 6 PM EST) and responsive to team needs Nice to Have • Experience supporting investor pitch decks or VC funding rounds • Familiarity with various business models (SaaS, services, retail, e-commerce, etc.) • Previous work with outsourced finance, consulting, or startup studios • Basic understanding of financial storytelling or collaboration with content teams Our Core Values at The Exceptional Plan We hire and build around a clear set of values: • Creative – We solve problems with intention and originality • Innovative – We evolve systems and strategies to stay ahead • Accountable – We deliver what we promise and own the outcome • Results-driven – Our work helps businesses grow, not just look good • Trustworthy – We handle sensitive financial information with integrity • Exceptional – We don’t just check boxes—we set the standard • Why This Role Stands Out • * Work with mission-driven founders and exciting early-stage companies • Build models that help businesses raise money and succeed • Collaborate with a strategic, experienced team • Contribute to a growing startup’s financial DNA and delivery systems • Opportunity to grow into full-time or leadership roles over time • Bonuses available for high performance and exceptional contributions How to Apply Send your resume, a brief note on your approach to financial modeling, and sample financial models or anonymized client work, if available. We’d love to see how you approach clarity, accuracy, and structure in your work. Apply tot his job