FP&A Specialist

Fp&A Specialist

The FP&A Specialist has a primary focus on helping develop budgeting and planning models as well as strategic reporting. From scoping to integration to launch, this role will be the key point of contact for our clients. Building an open relationship focusing on client success is integral for this role.

Responsibilities

• Work with our business partners to support management reporting and financial reporting
• Work with business partners to develop dashboards
• Identify the client's needs and determine which modules would best serve their needs
• Review current standards and revise to ensure best practices
• Provide ongoing support after integration (training, prototype sessions)
• Develop and facilitate customized learning to meet the client's needs prior to launch
• Collaborate with the client to build models based on their needs
• Manage project scope, tasks, deadlines, budgets and work with project team through implementation
• Analyze client's current data and provide recommendations on how to integrate into Adaptive Insights
• Maintain confidentiality with external client information as well as internal employee and firm information

People Management / Relationships

Required Skills

Education, Experience and Certifications

Essential Functions

Salary Range : $75,000 - $85,000