Role Overview
We are seeking a motivated FP&A professional with 5-10 years of finance experience who is eager to grow, take on increasing responsibility, and make a real impact. This role is a great fit for someone who thrives in a fast-paced environment, enjoys digging into the numbers, and wants to build their FP&A skillset alongside experienced business partners. This is a Highspring role, supporting internal finance operations across our business units.
The individual will work closely with finance and business stakeholders to support budgeting, forecasting, and reporting processes - contributing meaningfully to data-driven decisions across the organization. A core part of this role involves handling large, complex datasets and turning raw data into clean, reliable outputs, so comfort working at scale in Excel is essential.
Key Responsibilities
Financial Planning & Analysis
- Support the annual budgeting, rolling forecast, and long-range planning processes, including data gathering, model updates, assumptions documentation, and consolidation.
- Build and maintain financial models that support forecasting, scenario analysis, and business decision-making - working confidently with large datasets across multiple business units.
- Partner with business stakeholders to understand operational drivers and help align financial plans with business activity.
Reporting & Insights
- Prepare clear, accurate financial reporting packages for leadership, highlighting key trends, risks, and opportunities.
- Perform variance analysis versus budget, forecast, and prior periods, and develop commentary that explains the story behind the numbers.
- Support scenario modeling and predictive analyses to inform investment and planning decisions.
- Leverage Power BI or similar tools to develop dashboards and visual reporting that make data accessible and actionable for stakeholders.
Business Partnership
- Collaborate with functional teams on budgets, forecasts, and performance drivers.
- Bring a curious, solutions-oriented mindset to financial challenges and proactively flag issues with supporting analysis.
- Contribute to materials for leadership reviews, operating meetings, and planning sessions.
Process Improvement & Tools
- Participate in continuous improvement of FP&A processes, models, and reporting with a focus on accuracy and efficiency.
- Work within Excel, Adaptive FP&A, and other planning tools to build and enhance reporting outputs; apply best practices for managing and structuring large volumes of financial data.
- Help maintain documentation, assumptions tracking, and model integrity.
Ad Hoc & Strategic Analysis
- Support ad-hoc financial analyses related to pricing, headcount, investments, and profitability - often working across large, multi-source datasets.
- Identify trends and surface findings with clear, actionable takeaways.
Experience & Qualifications
- 5-10 years of experience in finance, FP&A, or a related role.
- Hands-on experience supporting budgeting and forecasting processes in a dynamic environment.
- Advanced Excel proficiency is a firm requirement - candidates should be highly comfortable building complex models, working with large datasets, and using tools like pivot tables, Power Query, and advanced formulas as a core part of daily work.
- Experience with Power BI or similar data visualization tools is a strong plus; familiarity with connecting and transforming data across multiple sources is highly valued.
- Comfortable working with business stakeholders and communicating financial concepts clearly.
- Experience with Adaptive FP&A or similar planning tools a plus.
- Highly organized, detail-oriented, and self-motivated with a desire to take on more over time.
- Eager to learn, grow, and contribute beyond the immediate scope of the role.
