Financial Analyst (Financial Planning & Analysis)

We are seeking an experienced FP&A professional to support financial planning, consolidation, and enterprise financial reporting across multiple business units. The role is responsible for supporting the monthly close cycle, preparing leadership reporting and variance commentary, and developing driver-based financial models for budgeting, forecasting, and scenario analysis. The position partners with cross-functional stakeholders to analyze operational and financial performance, monitor Opex, Capex, and headcount, and provide insights that support business decisions.

The role also leverages tools such as Excel, Power BI, Workday Financials, and Adaptive Planning to enhance reporting, automation, and financial analysis while supporting ad hoc strategic and operational initiatives.

Perform financial planning and analysis with a focus on consolidation across multiple entities and business units.

• Support the monthly financial close and reporting cycle, including expense reviews, accruals, reclassifications, and coordination with accounting teams.
• Prepare monthly financial reporting packages and leadership presentations, including variance analysis and commentary comparing actual results against budget, forecast, and prior periods.
• Build and maintain driver-based financial models to support budgeting, forecasting, long-range planning, and performance analysis.
• Support annual budgeting, periodic forecasting, and cash flow projections while ensuring alignment with business and financial targets.
• Monitor and analyze operating expenses (Opex), capital expenditures (Capex), and headcount to identify key financial and operational drivers impacting performance.
• Translate financial and operational data into actionable insights to support leadership decision-making and business performance evaluation.
• Support scenario planning and what-if analysis to evaluate the financial impact of business initiatives, investments, and operational changes.
• Collaborate with cross-functional teams including Finance, Accounting, HR, IT, and Business Operations, while coordinating with onshore and offshore stakeholders to ensure alignment in reporting and planning activities.
• Identify opportunities to improve, standardize, and automate FP&A processes, and perform ad hoc financial analysis to support strategic and operational initiatives

EDUCATION AND PROFESSIONAL EXPERIENCE REQUIRED

• Bachelor’s degree in Finance, Accounting, or a related field
• 7+ years of experience in FP&A or a similar financial analysis role
• Excellent communication skills with the ability to present complex financial information clearly
• Proficiency in Microsoft Excel, financial modeling tools, and enterprise ERP environments
• Experience with Workday Financials and/or Adaptive Insights is a plus
• Working knowledge of US GAAP policies and procedures
• Prior experience working in a Shared Services Center supporting technology organizations preferred.

Advanced Microsoft Excel (financial modeling, scenario analysis, pivot tables, Power Query, complex formulas)

• Power BI for financial dashboards and data visualization
• Workday Financials
• Adaptive Insights (Workday Adaptive Planning)
• OfficeConnect for financial reporting

Experience with data automation tools, SQL, Excel Macros/VBA, or similar technologies to enhance financial reporting and analysis efficiency.