The Financial Planning & Analysis Lead is responsible for overseeing enterprise financial planning, budgeting, forecasting, and performance analysis. The role supports senior leadership by providing financial insights, identifying trends, and delivering analysis that informs strategic and operational decision-making across business units.
This position plays a key role in consolidating financial performance, leading the annual budgeting process, and evaluating major investments and initiatives.
Key Responsibilities:
Financial Reporting & Performance Monitoring
- Monitor and analyze financial performance against approved budgets and forecasts across business units and consolidated operations.
- Prepare and deliver management reports during the monthly close cycle, highlighting key financial variances and operational trends.
- Produce financial insights for senior leadership including:
- Monthly management reports
- Quarterly leadership financial reports
- Cash flow analysis
- EBITDA and below-EBITDA performance analysis
- Capital expenditure (CAPEX) tracking and reporting.
- Conduct ad hoc financial analysis to support management decisions.
Budgeting & Forecasting
- Lead the enterprise-wide annual budgeting and financial planning process.
- Manage the submission, consolidation, and review of budget inputs from various departments.
- Validate assumptions and identify risks or inconsistencies within budget proposals.
- Present financial analysis and recommendations to senior leadership during budget deliberations.
- Coordinate final budget consolidation and prepare materials for executive approval.
Strategic Financial Analysis
- Evaluate capital expenditure proposals and enterprise initiatives to ensure alignment with business strategy.
- Provide financial modeling and scenario analysis to support investment decisions.
- Review projects with significant financial impact (CAPEX and OPEX) and ensure risks and opportunities are clearly identified and reported.
Stakeholder Management & Systems
- Work closely with business leaders to understand divisional planning requirements and financial implications.
- Ensure financial data used for reporting and planning is accurate and consistent.
- Serve as system administrator / key user for financial planning tools such as SAP Analytics Cloud or similar systems.
Qualifications:
- Certified Public Accountant (CPA) preferred.
- At least 67 years of experience in financial planning & analysis, financial reporting, or corporate finance.
- Strong experience in budgeting, forecasting, and financial consolidation.
- Exposure to corporate finance activities such as capital investments or mergers & acquisitions is advantageous.
- Strong financial modeling, analytical, and presentation skills.
- Experience using financial planning systems (SAP Analytics Cloud or similar) is preferred.
