Corporate FP&A Planning and Forecasting Expert

About OpenTrain

OpenTrain AI is the hiring and contracting organization for this role. OpenTrain is the #1 platform for finding and building careers in AI training and data labeling, helping specialists discover projects, build a professional profile, and apply in minutes.

Creating an OpenTrain account is free. Your work can help demonstrate credible experience as you grow a long-term portfolio in a rapidly expanding area of technology.

• Worldwide opportunity
• Part-time contractor engagement
• English-language work
• Less than 20 hours per week
• $100 USD per hour

About AI Training and Finance Work

AI training is the human side of building artificial intelligence. People with professional expertise create, review, and evaluate high-quality examples and work products that help AI systems produce more useful and reliable results.

In this project, your corporate finance judgment will support exercises designed to assess planning, forecasting, reporting, and business-partnering work. The focus is on practical FP&A ownership rather than month-end close or controllership.

• Contribute to cutting-edge AI development through finance expertise
• Complete self-contained exercises based on mock business data
• Produce deliverables assessed against a defined rubric

The Corporate FP&A Planning and Forecasting Expert Role

OpenTrain is recruiting a Corporate FP&A Planning and Forecasting Expert to create high-quality finance work products for AI training. You will work with mock actuals, driver schedules, and department budgets to complete self-contained planning exercises.

The project is listed as entry level in the provided project details, while the role requires at least four years of operating-company FP&A experience and ownership of a planning or reforecast cycle.

• Engagement type: Contractor and part time
• Time requirement: Less than 20 hours per week
• Location: Worldwide
• Working language: English
• Pay: $100 USD per hour

What You’ll Do

You will create planning deliverables that demonstrate sound financial modeling, forecasting, analysis, and communication. Exercises use defined inputs and are evaluated against a structured rubric.

• Build bottoms-up annual budgets and multi-year long-range plans with consolidation and approval paths
• Produce rolling reforecasts for P&L, cash flow, and KPIs using actuals and updated drivers
• Develop headcount and capital expenditure plans covering hiring pace, project approvals, payback, and prioritization
• Prepare monthly management reporting packs with clear variance commentary
• Analyze product, customer, or segment profitability using cost allocation methods
• Forecast revenue from bookings, pipeline coverage, and demand signals
• Document model drivers and assumptions

Assessment Focus

The assessment is designed to test practical planning judgment through realistic finance work products. You will work from mock actuals and drivers rather than performing month-end close or controllership activities.

• Rolling reforecast using mock actuals and drivers
• Management reporting pack with variance commentary
• Headcount and capital expenditure plan
• Evaluation against a defined rubric

Required Experience and Skills

This role is intended for an FP&A professional who can independently own planning and reforecast work and explain financial outcomes clearly to business stakeholders. Advanced Excel modeling and driver-based forecasting are required.

• At least four years of FP&A experience at an operating company
• Ownership of annual planning or rolling reforecast cycles
• Advanced Excel financial modeling capability
• Driver-based forecasting experience
• Ability to explain P&L, cash-flow, KPI, and profitability variances
• Experience building headcount and capital expenditure plans
• Finance business partnering or commercial finance experience is helpful
• Familiarity with Anaplan, Adaptive, or Pigment is helpful

Who Should Apply

Apply if you bring hands-on corporate FP&A experience and can turn operating assumptions into useful budgets, forecasts, reporting, and investment plans. The strongest fit will combine technical Excel modeling with sound judgment when interpreting and communicating business variances.

• Corporate FP&A professionals with operating-company experience
• Finance partners comfortable working with department budgets and business drivers
• Forecasting specialists experienced with P&L, cash flow, KPIs, and profitability
• Candidates able to complete structured, self-contained finance exercises

How to Apply Through OpenTrain

Create a free OpenTrain account and apply in minutes. OpenTrain brings together opportunities to build AI training experience, helping you present your skills through a professional profile and develop a durable portfolio of specialized work.

• Create or update your OpenTrain profile
• Highlight your FP&A planning, forecasting, and Excel modeling experience
• Apply for this worldwide contractor project
• Complete the practical assessment exercises if selected