Financial Planning & Analysis Analyst

@fixitconsultech

As a highly skilled and experienced Financial Planning & Analysis Analyst, I bring a broad range of capabilities to the table. With a strong command of SQL and Oracle, I can dive deep into your data, extracting valuable insights for daily, weekly, and monthly reporting from your Bask database. My ability to swiftly reconcile expenses across platforms means that your financial visibility will be complete and comprehensive. I understand the specific needs of direct-to-consumer (DTC), telehealth, and subscription companies like yours. For years, I've been extensively involved in LTV/CAC modeling and ad performance analysis. This means I not only possess the analytical prowess to handle the tactical aspects of this role but also the strategic vision to enhance your unit economics. In conclusion, I offer expertise and experience blended with a dedication to delivering personalized solutions tailored to meet unique organizational demands. Confidentiality is always at the forefront of everything we do while maintaining timely deliverables without compromising on accuracy is second nature to me. Ultimately, the goal is client satisfaction; this project is no different. Partnering with me will ensure a comprehensive and informed understanding of your financials underpinning your path for future success

@rabbiawebjuggler

As an experienced and results-driven data analyst, I believe my skills and expertise align perfectly with your project requirements. Over the course of my career, I have honed my proficiency in SQL, Excel, and financial analysis – all critical components required for this role. My capabilities extend to financial planning and analysis, including LTV/CAC modeling, pricing analysis, vendor/SaaS spend reviews, forecasts, and budgeting.

@stheven19

As a Data Analyst & Automation Expert, I believe I bring a unique set of skills and experience to the table that aligns perfectly with your needs. With over 60 successful projects completed globally, I have honed my expertise in transforming raw data into powerful business intelligence - something I know is vital in your industry. My hands-on experience with Python, SQL and Power BI will prove invaluable as I build reports and models that enhance your financial visibility. One of the major aspects of your project is to truly understand your unit economics and run pricing analysis; areas where my extensive experience with financial and accounting modeling in Excel shines through. Moreover, my deep knowledge of LTV/CAC modeling and ad performance analysis will allow me to generate insights for you that go beyond the spreadsheets. Not only will I bring technical proficiency, but also a sense of ownership and responsibility. I am self-directed and have successfully owned several projects with minimal hand-holding - an attribute crucial for this role. All in all, my efficient solutions with a focus on scalability coupled with my commitment to extracting every ounce of actionable intelligence from raw data make me an ideal candidate for your financial planning and analysis needs. Let's talk more about how I can help you achieve greater financial visibility, enhanced KPI tracking through leadership dashboards and ultimately drive better decision-making across the board.

@zafarfarooq612

Hello, I am an FP&A analyst with 5+ years of experience in DTC and telehealth subscription models, including building daily P&Ls, LTV/CAC by cohort, channel-level ROAS, rolling cash forecasts, and board dashboards. I have deep fluency in Excel/Sheets and BI tools (Looker, Tableau). For your telemedicine company, I will take full ownership of financial visibility: reconciling Bask data, monitoring ad efficiency, forecasting contribution margin, running scenario models, and delivering budget vs. actuals with variance commentary. I work self-directed, require minimal hand-holding, and can overlap during your business hours. I will add immediate value by surfacing unit economics, churn drivers, and cash runway insights that directly support marketing and ops decisions. Please share Bask access and your chart of accounts to begin. Regards, Zafar

@simplifitax

As a Chartered Accountant and ACA qualified professional with a track record of helping startups and growing businesses manage their finances effectively, I believe I am well-suited for the Financial Planning & Analysis Analyst role for your telemedicine company. Over my 9 years of experience, I have honed my skills in financial modeling, budgeting, and strategic finance, dovetailing perfectly with your requirements. I offer more than just expertise; I have a laser-focus on detail while always being mindful of the big picture. This is essential for this position as we will be working closely with your live data, building reports and models that drive your business forward. My ability to navigate complex LTV/CAC models, perform ad performance analysis across channels, and forecast revenue and cash flow directs me towards making sounder financial decisions that facilitate sustainable growth - a goal that aligns directly with yours.

@skalogir

Hi there, I understand you need a hands-on FP&A analyst to own financial visibility for a performance-driven telemedicine company, including daily P&L management, revenue and expense reconciliation, CAC/LTV modeling, ad performance tracking, forecasting, scenario analysis, and leadership dashboards. I have over 3 years of FP&A and analytics experience supporting subscription-based and DTC companies, building cohort-based LTV/CAC models, monitoring marketing ROI, designing rolling forecasts and contribution-margin analysis, and delivering actionable insights to executive teams. I will take ownership of your financial reporting, reconcile ad and operational spend, maintain up-to-date P&L and forecasts, create dynamic dashboards for leadership, and partner with marketing, ops, and clinical teams to uncover key unit-economics insights that inform growth strategy. Q1: Which BI tools are currently connected to your Bask database, and is there historical data to pull into dashboards? Q2: Are CAC/LTV models segmented by product line, acquisition channel, or geography? Q3: How do you currently handle month-end close, and will I be working directly with your accounting team for reconciliation? Best regards, Stratos

@sabaehsan

Greetings, I appreciate the opportunity to apply for the fractional FP&A analyst position with your telemedicine company. It sounds like you're looking for someone to enhance your financial visibility and build robust reporting and modeling frameworks to support your performance-driven marketing efforts. I would approach this by diving into your data, leveraging SQL to create insightful reports, and developing LTV/CAC models that reflect your unique business dynamics. With over three years of experience in FP&A, specifically within DTC and subscription models, I have a solid grasp of financial analysis and reporting. My SQL fluency allows me to easily navigate complex queries, ensuring accurate tracking of revenue and expenses. I'm also adept at collaborating with marketing and operational teams to identify trends and optimize performance metrics. Best regards, Saba Ehsan

@mobasherreza10

As a highly skilled business and finance professional with a strong knack for using data to drive strategic insights, I'd be an exceptional fit for your project. Although my profile may not reflect a specific background in FP&A or telehealth, I bring comprehensive skills in SQL, LTV/CAC modeling, and financial analysis which are precisely what you need. This hands-on experience has given me the ability to identify key revenue sources, manage expenses effectively, and conduct in-depth analyses on ad performances. Trust me to take complete ownership of all financial aspects for your telemedicine company from P&L statements to rolling cash flow forecasts. In addition to my technical know-how, I also pride myself on being a self-starter capable of delivering high-quality work with minimal hand-holding. Your project calls for someone deeply attentive to details yet able to maintain a strategic mindset; these qualities are second nature to me. Furthermore, my experience includes conducting comprehensive pricing analysis and running ROI reviews on promotions/discounts— this expertise will complement your need to monitor expenses both inside and outside Bask for full visibility.

@mohamedahmedmoha

With over 15 years as a CFO and a QuickBooks ProAdvisor, I'm well versed in the financial intricacies of subscription-based ecommerce and DTC companies. My expertise extends to areas crucial to your telehealth business, such as LTV/CAC modeling and ad performance analysis. Additionally, I have extensive experience working remotely with businesses in different timezones, including the UAE, UK, US. I'll be able to dedicate 10-20 hours per week or adjust according to your needs. For this project particularly, I'd thrive by fully embracing the hands-on nature it demands - building and maintaining company P&L, generating reports from Bask database,, among others. I'm an expert in leveraging tools such as Excel and BI tools like Looker and Tableau. With them, coupled with my deep capabilities in financial modeling and a track record of reliable and responsive work -- that hasn't gone unnoticed over 15 years -- there's no financial angle of your business that we won't have figured. Your team's search for an experienced FP&A Analyst may end here. My name is Mohamed -- renowned for transforming numbers into strategies. Let me help transform yours too!

@ail5a9f298b597ed

I am an experienced Financial Planning & Analysis Analyst with over three years of hands-on expertise in finance, particularly within DTC and subscription-based businesses. My strong background in LTV/CAC modeling, revenue forecasting, and performance analysis aligns perfectly with your needs. I leverage advanced Excel skills and BI tools to generate insightful reports and dashboards that empower businesses to make informed strategic decisions. I am dedicated, self-motivated, and passionate about enhancing financial visibility to drive growth, making me a strong asset to your team.

@juanpablomacf

Hello, I’m Juan Pablo. I work in FP&A for high‑velocity subscription and performance‑marketing businesses, building the financial visibility companies rely on to make daily decisions. I can take full ownership of your P&L, revenue tracking, COGS reconciliation and expense mapping, while producing the daily, weekly and monthly reporting cadence your team needs. I’ve built LTV/CAC models segmented by channel and cohort, automated dashboards for leadership, and forecasting engines covering revenue, contribution margin and cash flow. I’m comfortable going deep into raw data, validating spend across platforms, analyzing ROAS efficiency and running scenario models for pricing, promos and new product lines. My work is structured, fast and reliable, giving you clarity on unit economics and runway while supporting marketing, ops and finance with ad‑hoc insights. If you’d like, I can prepare a financial model outline or a reporting framework plan before starting.

@revival786

Greetings! I will build your company P&L, track daily revenue and expenses, generate reports from Bask, monitor ad CAC and ROAS, build LTV models by cohort, forecast cash flow, create leadership dashboards, run pricing analysis, and support month end close. I use Excel, Looker, and Metabase. I can work 15 hours per week. Send your Bask access and data sources. Thanks, Revival

@Georgeoustar

Hi, I have strong experience building financial reporting, forecasting models, KPI dashboards, and unit economics frameworks for growth focused businesses. I recently supported a subscription based company by developing LTV/CAC models, cohort analysis, rolling cash flow forecasts, budget vs actual reporting, and executive dashboards that consolidated marketing, operations, and finance data into a single reporting environment. For your engagement, I can take ownership of financial visibility by building and maintaining P&L reporting, revenue forecasts, contribution margin analysis, CAC and ROAS tracking, cohort based LTV models, cash runway monitoring, and leadership dashboards. I work extensively with Excel, Google Sheets, SQL, Looker Studio, Power BI, and Tableau to transform raw data into actionable insights that support strategic decisions and profitable growth. Best regards, George

@SomeeLee25

Hello, While I have not directly managed finance for subscription-based ecommerce or DTC brands, I have strong experience in data analysis and reporting aligned with FP&A needs. I built dashboards in Tableau and Excel to track customer behavior, cohort performance, and revenue trends, and worked extensively with MySQL and Python to clean and process large datasets, including subscription-style metrics. This equips me to adapt quickly to LTV/CAC analysis and cohort-based forecasting. I am a strong fit because I combine technical data skills with clear communication. My full-stack background (Java Spring Boot, MySQL, AWS EC2) lets me work directly with data infrastructure, while Python and Tableau enable accurate models and dashboards. My journalism experience helps me present complex findings concisely. I can add value by ensuring leadership visibility into KPIs, building robust LTV/CAC models, and supporting scenario analysis for new products and pricing strategies. Day to day, I rely on: • Excel/Google Sheets for modeling and reporting • SQL/MySQL for querying and reconciliation • Python (Pandas, NumPy) for data cleaning and automation • Tableau/Figma for dashboards and visualization • AWS EC2 for deployment of data pipelines • Office tools for structured reporting This toolkit allows me to move seamlessly from raw data to polished insights. I can share my resume upon request. Delivery: 4 weeks (15 hours/week) Best regards, Somee

@jay8mac

Lets chat, a free consultation and no obligation. I understand you need a clean, professional, and user-friendly solution for your "Fractional FP&A Analyst for Telemedicine / DTC Brand (SQL + LTV/CAC Modeling)" project. My skills in PHP, Java, JavaScript are a perfect fit for this project. While I am new to freelancer.com, my extensive experience delivers integrated, automated solutions. Regards, Jason McLachlan

@baselnasser9

⭐Hello⭐ I reviewed your FP&A role and understand you need a hands-on analyst who can build financial visibility, unit economics, dashboards, forecasts, and performance reporting for a fast-moving telemedicine company. ⭐ Build P&L, revenue, COGS, expense, and contribution margin tracking ⭐ Create LTV, CAC, ROAS, retention, and cohort models ⭐ Prepare daily, weekly, and monthly reports from Bask data ⭐ Build leadership dashboards for KPIs and channel performance ⭐ Deliver budget vs. actuals, variance commentary, and cash flow forecasts ⭐ Support pricing, promo ROI, SaaS/vendor reviews, and ad-hoc analysis I have strong experience in financial modeling, analytics, forecasting, KPI reporting, Excel/Sheets dashboards, and business performance analysis. I use Excel, Google Sheets, Power BI, Looker Studio, and structured reporting workflows. Portfolio: https://www.freelancer.com/u/baselnasser9 Please review my previous feedback. My aim is 100% satisfaction, so quality is my priority. Best regards, Bassel Nasser

@anassmmughrabi

Hello, I’m a finance professional with 25+ years of experience across FP&A, financial reporting, forecasting, cash-flow planning, dashboards, and variance analysis. Relevant certifications: FMVA, CFM, CertIFRS, Business Valuation. I’ve built decision-ready models for management teams covering P&L, cash flow, pricing, scenario analysis, and KPI reporting. Relevant experience I’ve supported businesses with daily/weekly/monthly reporting, budget vs. actuals, rolling forecasts, profitability analysis, and management dashboards. My strength is turning raw operating and financial data into clear visibility on margin, spend efficiency, cash runway, and growth decisions. Subscription / DTC fit My experience includes recurring-revenue / performance-driven analysis, including revenue forecasting, CAC-style spend review, pricing impact, cohort-style reporting, churn/retention review, and unit-economics thinking. I’m comfortable working closely with marketing and operations to connect acquisition spend with revenue and margin outcomes. Why I’m a strong fit I can own this area with minimal hand-holding. I’m hands-on in the data, but I also know how to translate it into leadership-ready insights. I would add value by tightening your financial visibility, forecast accuracy, contribution-margin analysis, LTV/CAC logic, and decision dashboards. Tools Daily tools: Excel, Google Sheets, Power BI, and adapting quickly to your stack.

@riogushiken1114

Hi there, I reviewed your project carefully and can help you build reliable FP&A reporting, SQL-driven dashboards, and LTV/CAC models for your telemedicine/DTC business. Why I’m a good fit: • Strong SQL experience building daily, weekly, and monthly financial/operational reporting from raw database tables • Hands-on FP&A modeling for revenue, COGS, contribution margin, cash flow, cohort LTV, CAC, ROAS, and budget vs. actuals • Ability to connect finance, marketing, and operations data into clear leadership dashboards and actionable variance commentary I have experience with Excel/Sheets, SQL, Tableau/BI workflows, cohort analysis, subscription unit economics, pricing analysis, and scenario modeling for growth-focused businesses. My approach: • Clean, maintainable reporting logic • Fast and clear communication • Reliable ownership with minimal hand-holding I can start immediately and would be happy to discuss the project in more detail. Best regards,

@cuyodigital

This is an FP&A analyst role requiring 3+ years in financial planning, LTV/CAC modeling, DTC/telehealth finance, and tools like Looker, Tableau, and Bask. It's outside Ricardo's core web and software development skill set. Also the client explicitly asks for a resume and work history answers upfront. Skipping this one. Ready for the next project!