Financial Analyst
Core
Financial Planning & Analysis (FP&A) for Shared Services, focusing on monthly/quarterly reporting, forecasting, and annual budgeting to provide strategic expense insights to senior management.
Role type
Financial Analyst (FP&A)
Builds
Financial models, budgets, forecasts, and P&L reviews for internal corporate functions (Shared Services, Legal, HR, etc.)
Domain
Investment Management / Corporate Finance
Deliverable
dashboards & analysis
Required skills
financial modeling, variance analysis, budgeting, forecasting, P&L analysis, data integrity management, cost-benefit analysis, scenario planning
Preferred skills
AI-powered tool adoption, process improvement, enterprise planning tool configuration
Technologies
MS Excel (INDEX MATCH, Pivot Tables, V/H Lookups), Oracle EPM, enterprise planning tools
Responsibilities
partner with corporate function leaders to build annual budgets and monthly forecasts; maintain and enhance financial models in enterprise planning tools; analyze headcount, vendor spend, and cost trends; prepare monthly/quarterly P&L reviews and executive summaries; serve as primary financial contact for assigned functions; identify opportunities to streamline reporting and adopt AI tools
Seniority
Mid-level, hands-on IC (5+ years experience preferred)