Senior FP&A (Financial Planning & Analysis) A

Role Summary

The Senior FP&A (Financial Planning & Analysis) Analyst role involves planning, forecasting, and analyzing a company's financial performance to support strategic decision-making. Key duties include building budgets and financial models, analyzing trends, and creating reports for senior management to ensure profitability and growth. They help leadership understand financial health, evaluate opportunities, and manage cash flow.

Role Responsibilities

• Lead the annual budgeting and monthly forecasting processes and regularly monitor budget adherence, identify areas for cost optimization.
• Develop and maintain complex financial models to ensure accuracy, completeness, and to support long-term planning.
• Prepare and present periodic, monthly, and annual financial reports, variance analysis, and management reports.
• Provide analytical support and function as a business partner to guide strategic and data-driven decision-making for various departments.
• Analyze data to identify trends, risks, and opportunities, and prepare detailed reports with insights into senior management.
• Work with other departments to gather data, reconcile figures, and help them understand financial performance drivers.
• Analyze market trends, industry benchmarks, and competitive landscape to provide recommendations for strategic financial planning.
• Develop and track key performance indicators (KPIs) and explain variances between actual results and budgets / forecasts on a periodic basis.
• Conduct ad hoc financial analyses for special projects, new investments, strategic initiatives, and present recommendations to senior management.
• Help evolve reporting processes, templates, and tools, such as using data visualization to create dashboards and simplify results.

Role Requirements

Behavioral Expectations

Special Requirements