Financial Planning and Analysis III

Position Summary

Financial Planning & Analysis (FP&A) level III is responsible for leading financial planning, forecasting, budgeting, and strategic analysis to support business decision-making. This role partners closely with senior leadership, the board of directors, and cross-functional teams to provide actionable insights, drive financial performance, and ensure alignment with organizational goals.

• Lead the annual budgeting process and periodic forecasting cycles, ensuring accuracy and alignment with business objectives
• Develop and maintain financial models to support strategic planning, scenario analysis, and long-term forecasting
• Analyze financial results, identify key drivers, and provide insights on variances against budget, forecast, and prior periods
• Partner with business leaders to understand operational performance and support data-driven decision-making
• Prepare and deliver financial presentations and reporting packages for executive leadership
• Drive continuous improvement in FP&A processes, tools, and reporting capabilities
• Monitor key performance indicators (KPIs) and provide recommendations to improve financial and operational performance
• Support strategic initiatives, including investment analysis, cost optimization, and business case development
• Ensure data integrity and consistency across financial systems and reports
• Collaborate with accounting to ensure accurate financial reporting and alignment between actuals and forecasts

• Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA or CPA/CFA preferred)
• 6–10+ years of progressive experience in FP&A, corporate finance, or related field
• Strong financial modeling and analytical skills
• Experience with budgeting, forecasting, and financial reporting processes
• Proficiency in financial systems and tools (e.g., Excel, ERP systems, planning software such as Hyperion, Adaptive, or Anaplan)
• Excellent communication and presentation skills, with the ability to influence stakeholders at all levels
• Strong business acumen and problem-solving capabilities
• Ability to manage multiple priorities in a fast-paced environment
• Strong collaboration and cross-functional partnership skills
• High attention to detail with a strategic mindset
• Ability to translate complex financial data into clear, actionable insights