Financial Analyst, FP&A
Core
Execute financial planning, forecasting, budgeting, and performance analysis to drive strategic decision-making for key stakeholders including the CFO.
Role type
Financial Analyst, FP&A
Builds
Financial plans, forecasts, budgets, and performance reports for a global software company in CAD/3D modeling.
Domain
Industrial software / Computer Aided Design (CAD) / 3D modeling
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Financial modeling, Excel, PowerPoint, Business Intelligence (BI) tools, data extraction and synthesis, financial reporting, ad hoc analysis, process optimization, acquisition financial integration
Preferred skills
CFA, CPA, KNIME, Power BI, Tableau, AI initiatives, software business financial models, Siemens experience
Technologies
SAP, ESPRIT, Hyperion, Microsoft Excel, PowerPoint, KNIME, Power BI, Tableau
Responsibilities
Execute monthly forecasting, quarterly closing, and annual budgeting; facilitate financial reviews with stakeholders; maintain collaborative relationships across business segments; leverage analytical skills to synthesize data from financial systems; support financial integration of acquisitions; identify opportunities to refine FP&A processes; conduct complex ad hoc financial analyses; contribute to optimization projects leveraging automation and AI; develop high-impact presentations for senior leadership
Seniority
Mid-level, hands-on IC