Lead the annual budgeting process and quarterly forecasting cycle, working closely with business leaders to gather input and ensure alignment with company goals.
Develop detailed financial models to forecast performance, identify trends, and assess potential risks and opportunities.
Provide financial insights and recommendations to senior management to inform strategic decision-making.
Financial Analysis & Reporting:
Conduct in-depth analysis of financial data, including revenue, expenses, and capital expenditures, to support key business decisions.
Prepare and present monthly, quarterly, and annual financial performance reports, highlighting variances against budget and forecasts.
Provide actionable recommendations for improving financial performance and achieving business objectives.
Business Partnering & Support:
Serve as a financial advisor to business leaders, offering guidance on key financial metrics, operational performance, and business strategies.
Work closely with departmental leaders to ensure financial targets are met, and identify opportunities for cost savings or process efficiencies.
Assist with financial modeling and scenario analysis to support business cases for new initiatives or investments.
Process Improvement & Automation:
Continuously evaluate and improve financial planning, reporting, and forecasting processes to enhance efficiency, accuracy, and transparency.
Implement and manage financial systems and tools that streamline data collection, reporting, and analysis.
Compliance & Governance:
Ensure adherence to financial policies, procedures, and controls, and support audit processes.
Monitor key performance indicators (KPIs) and operational metrics to ensure compliance with financial targets and company goals.
Leadership & Team Development:
Manage and mentor a team of financial analysts, providing coaching and development opportunities.
Foster a collaborative and high-performance culture within the FP&A team.
Lead and support cross-functional projects and initiatives to drive organizational change and improvements.
Required Skills & Qualifications:
Bachelor's degree in Finance, Accounting, Business Administration, or a related field (MBA or CPA is a plus).
At least [X] years of experience in financial planning & analysis, finance, or a related role, with at least [X] years in a managerial capacity.
Strong proficiency in financial modeling, budgeting, forecasting, and financial analysis techniques.
Advanced Excel skills and experience with financial software (e.g., SAP, Hyperion, Oracle, Adaptive Insights, or similar).
Solid understanding of financial statements, accounting principles, and key performance indicators (KPIs).
Proven ability to translate complex financial data into clear, actionable insights for non-financial stakeholders.
Strong attention to detail, analytical skills, and problem-solving abilities.
Excellent communication skills, both written and verbal, with the ability to present complex financial information in a clear and concise manner.
Ability to manage multiple projects and prioritize tasks effectively in a fast-paced environment.
Preferred Qualifications:
Experience with financial planning software and ERP systems.
Experience in a specific industry (e.g., tech, manufacturing, healthcare) is a plus.
Demonstrated ability to lead and mentor a team of finance professionals.
Advanced degree (MBA, Master's in Finance, etc.) is a plus.
