Senior FP&A Analyst

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Job Responsibilities:

The Senior FP&A Analyst is a senior individual contributor responsible for advanced financial planning, forecasting, reporting, and business analysis at consolidated and specified business-unit levels. This role serves as a subject matter expert within FP&A, translating financial and operational data into actionable insights, improving planning processes and tools, and influencing business decisions through strong cross-functional partnership without formal people-management responsibility.

TASKS & RESPONSIBILITIES

• Lead company-wide and business-unit financial analysis and reporting, including monthly performance reviews, variance analysis, and forecast updates to support executive understanding and alignment on results and outlook.
• Own complex budgeting and forecasting activities using ERP, Workday, Adaptive Planning, and related analytical tools to improve forecast quality, transparency, and planning discipline.
• Build, enhance, and maintain advanced financial models to support scenario planning, resource allocation, investment decisions, and evaluation of business performance.
• Develop, refine, and monitor key performance indicators, finance dashboards, and management reports that provide clear visibility into financial and operational drivers.
• Interrogate data and operating trends to identify risks, opportunities, and performance improvement actions; translate findings into clear recommendations for business leaders.
• Establish and maintain strong cross-functional relationships with leaders and stakeholders across the company to understand business structure, priorities, and strategic goals.
• Support preparation of executive, board, investor, and other external-facing financial analysis and presentation materials, as required.
• Drive FP&A process improvements and efficiencies through enhanced reporting logic, dashboard design, automation opportunities, and standardization of planning outputs.
• Act as a subject matter expert for financial planning systems, reporting tools, and modeling methodologies, providing guidance to stakeholders and partnering teams.
• Contribute to the development of finance strategy within the FP&A discipline by influencing decisions through expertise, insight, and credible analysis.

Additional Job Details:

REQUIREMENTS

Success in this role is measured by forecast accuracy, quality and timeliness of reporting, strength of financial insights and recommendations, effectiveness of KPI and dashboard outputs, and the role’s impact on better business decisions, planning discipline, and FP&A process efficiency.

Education:
Bachelor’s degree in Finance, Accounting, Economics, or a related field required. MBA, CPA, CFA, or equivalent advanced qualification preferred. Equivalent relevant professional experience may be considered in lieu of some formal qualifications.

Experience:
Significant experience in FP&A, corporate finance, financial analysis, or a related finance role. Strong experience with budgeting, forecasting, management reporting, and variance analysis in a multi-functional or multi-business-unit environment. Experience developing financial models, executive-ready presentations, and decision-support analysis. Experience using Workday, Adaptive Planning, and comparable planning/reporting systems. Experience with BI tools strongly preferred. Data extraction experience using SQL and/or other scripting languages is a plus.

Skills & Knowledge:
Advanced financial modeling, forecasting, and analytical skills. Expert Excel capability and strong proficiency in financial planning, reporting, and business intelligence systems. Superior quantitative, analytical, and logical reasoning skills. Working familiarity with statistics and statistical concepts. Excellent written and oral communication skills, with the ability to explain complex analysis clearly to non-finance stakeholders. Strong attention to detail, organization, creative problem-solving, project management, and business partnering skills. Demonstrated ability to collaborate with others, establish strong working relationships, and influence decisions without formal people leadership.