Lead Financial Analyst - FP&A
Core
Lead financial planning, analysis, and reporting for the Customer Communications Solutions business unit, including forecasting, budgeting, variance analysis, and P&L management.
Role type
Senior IC financial analyst (FP&A)
Builds
Financial forecasts, budgets, variance reports, and strategic decision support materials for the Client Success and Sales teams.
Domain
Financial Services / Corporate Finance
Deliverable
dashboards & analysis
Required skills
Financial forecasting, budgeting, variance analysis, P&L management, financial modeling, data analysis, process improvement, AI tool implementation
Preferred skills
TM1, Oracle, Anaplan, Power BI, AI tools and analytics techniques
Technologies
Microsoft Excel, TM1, Oracle, Anaplan, Power BI
Responsibilities
Lead annual planning, quarterly forecasting, and monthly close processes; Analyze financial and operational performance including revenue, margins, and profitability; Serve as primary finance business partner for Client Success; Prepare monthly, quarterly, and annual reporting packages with commentary; Develop and maintain financial models for forecasting and scenario analysis; Drive process improvement and implementation of AI tools for automation.
Seniority
Senior, hands-on IC
