Job Summary
We are seeking an experienced and highly analytical FP&A professional to lead
bottomup forecasting,
requisition management, and
close activities across the Finance organization. This role will partner closely with Finance leaders and business stakeholders to drive accuracy in financial plans, maintain strong spend controls, and ensure timely, highquality reporting during monthend and quarterend close.
This individual will be a key contributor to operational excellence in Finance planning processes, ensuring clarity, transparency, and consistency across all deliverables.
Key Responsibilities
Forecasting & Planning
- Lead the bottomup forecasting process across all Finance teams, consolidating inputs and validating assumptions for operating expenses, headcount, and project spend.
- Develop, maintain, and enhance financial models to support accurate forwardlooking projections.
- Facilitate forecast review cycles, prepare variance analyses, and highlight risks/opportunities in a clear, executive-friendly format.
- Drive alignment across Finance stakeholders to ensure forecast accuracy and adherence to corporate timelines.
Requisition & Spend Management
- Oversee purchase requisitions (PRs) and vendor spend planning across the Finance org, ensuring proper coding, approvals, and budget alignment.
- Oversee employee requisitions for new hires/replacements
- Partner with budget owners to track financial commitments, identify spend risks, and ensure compliance with policy.
- Monitor OPEX against budget and forecast, providing proactive insights and recommendations to optimize spend.
Financial Close
- Lead the month-end and quarter-end close activities for Finance, including accrual preparation, variance analysis, and commentary.
- Partner with Accounting to ensure all financial entries are complete, accurate, and aligned with corporate policies.
- Prepare Finance close packages, summarizing key drivers, variances, and insights for leadership.
CrossFunctional Collaboration
- Serve as the central point of contact for Finance forecasting and close processes, ensuring consistent communication and alignment across the organization.
- Collaborate with Fin Ops/CFR business leaders to gather inputs and validate assumptions.
- Collaborate with FP&A to communicate financials + assumptions
- Support Finance transformation initiatives, including process improvements, automation, and reporting enhancements.
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA or CPA a plus.
- 10+ years of progressive FP&A, corporate finance, or accounting experience.
- Strong understanding of forecasting, budgeting, variance analysis, and financial close processes.
- Experience managing purchase requisitions, vendor spend, or OPEX governance.
- Advanced Excel and financial modeling skills;
- Strong analytical thinking, with the ability to translate data into insights and business recommendations.
- Excellent communication and stakeholder management skills, with a proven ability to work across functions.
- Ability to manage multiple deadlines and deliver highquality outputs in a fastpaced environment.
Preferred Certifications
- Certified Public Accountant (CPA)
- Certified Financial Analyst (CFA)
Knowledge & Skills
- Accounting
- Auditing
- Automation
- Corporate Finance
- Data Analysis
- Economics
- Finance
- Financial Analysis
- Financial Modeling
- Financial Planning
- Financial Services
- Financial Statements
- Generally Accepted Accounting Principles
- Internal Controls
- Investments
- Key Performance Indicators (KPIs)
- Process Improvement
- Profit And Loss (P&L) Management
- SAP Applications
- Variance Analysis
Cross-Org Skills
- Effective Communication
- Results Orientation
- Learning Agility
- Digital Fluency
- Customer Centricity
Impact & Scope
- Impacts large functions and leads large, cross-division functional teams or projects.
Complexity
- Provides highly innovative solutions to complex problems within established policy.
Disclaimer
- This job description describes the general nature and level of work performed in this role. It is not intended to be an exhaustive list of all duties, skills, responsibilities, knowledge, etc. These may be subject to change and additional functions may be assigned as needed by management.
