Financial Planning and Analysis Specialist

Key Responsibilities:

• Financial Analysis and Reporting: Assist in the preparation of budgets and forecasts. Analyze financial performance and variances, identifying trends and opportunities. Translate data into actionable insights to support business decisions. Prepare monthly, quarterly, and annual financial reports.

• Finance Business Partnering: Act as a strategic finance partner to cross-functional teams by providing data-driven insights, challenging assumptions, and supporting decision-making to drive business performance.

• Budgeting and Forecasting: Assist in preparing annual budgets, updating rolling forecasts, analyzing variances, and aligning assumptions with strategic goals through close collaboration with department heads.

• Headcount Forecasting & Planning: Collaborate with HR and business leaders to develop accurate headcount plans, including scenario analyses to support strategic workforce decisions.

• Data Integrity: Partner with IT and finance teams to ensure accuracy and reliability of financial data across systems such as Workday Adaptive, Oracle Hyperion, or Microsoft Dynamics.

• Stakeholder Collaboration: Work closely with cross-functional stakeholders to provide financial insights and performance analysis, ensuring alignment with business objectives.

• Scenario Analysis & Modeling: Perform financial modeling and scenario analysis to evaluate the impact of business changes, risks, and opportunities.

• Support Senior Leadership: Prepare and present financial reports and insightful analysis (P&L, balance sheet, cash flow) to senior leadership to guide strategic decisions.

• Excel & Data Analytics Expertise: Utilize advanced Excel and BI tools (e.g., Power BI) to perform data analysis, visualization, and storytelling.

Qualifications:

• Education: Bachelor's degree in Finance, Accounting, Economics, or related field. MBA or CPA is a plus.

• Experience: 5+ years in FP&A or a related finance role, preferably in a mid-to-large-sized organization with exposure to business partnering.

• Technical Skills:

• Strong analytical mindset with the ability to derive insights from large datasets
• Proficient in Power BI and advanced Excel functions (e.g., macros, pivot tables)
• Hands-on experience with financial systems (e.g., Workday Adaptive, Oracle Hyperion, Microsoft Dynamics)