The Financial Planning and Analysis Supervisorplays a key role in supporting strategic decision-making by providing in-depth financial analysis, reporting, and planning.This role offers an exceptional opportunity to contribute to a high-performing team delivering top-tier client service.You will lead and manage a range of engagements, including complex financial modeling, strategic planning initiatives, business plan development, pitch deck creation, and other CFO support services.
Responsibilities:
- Identifies and leads process improvement projects within the FP&A function, including automation and streamlining of reporting processes.
- Mentor and train junior analysts, providing guidance and support for their development.
- Develop, maintain, and validate complex financial models for forecasting key metrics (revenue, expenses, cash flow, profitability, KPIs).
- Collaborate with department heads to develop and monitor annual budgets, analyze variances, and prepare reports.
- Analyze financial statements, assess KPIs, and identify areas for improvement.
- Collect, analyze, and interpret financial data using visualization and analytical tools.
- Communicate financial insights to stakeholders (senior management, investors, other departments) through reports, presentations, and verbal communication.
- Perform related administrative tasks.
Qualifications:
- 3-5+ years of experience in financial modeling, FP&A projections, and budgeting, with advanced knowledge and skills in Microsoft Excel.
- Candidates must possess at least a bachelor's degree in business, economics, finance, accounting, or a related major, or equivalent experience.
- Strong proficiency in Excel, including basic financial modeling and data analysis techniques (e.g., pivot tables, VLOOKUPs).
- Basic understanding of financial planning software (e.g., Hyperion, Anaplan, Adaptive Insights) is a plus
- Strong financial analysis, modeling, and problem-solving skills, including the ability to connect financial results to business drivers.
- Excellent communication skills (written and verbal).
- Strong attention to detail and accuracy.
- Proven ability to work effectively both independently and collaboratively.
- Self-starter, comfortable with a high-pressure environment.
