FP&A Specialist - Budget Planning

About the work

We're building a high-quality library of corporate FP&A work products. You'll complete self-contained planning exercises from mock files (actuals, driver schedules, department budgets) and produce the deliverable for each, graded against a rubric.

• Build bottoms-up annual budgets and multi-year long-range plans with consolidation and approval paths.
• Produce rolling reforecasts of P&L, cash flow and KPIs reflecting actuals and updated drivers.
• Build headcount and capital expenditure plans with hiring pacing, project approvals, payback and prioritization.
• Produce monthly management reporting packs with variance commentary, and product, customer or segment profitability analysis with cost allocation methodology.
• Forecast revenue from bookings, pipeline coverage and demand signals, and document model drivers and assumptions.

• 4+ years in FP&A at an operating company, owning a plan or a reforecast cycle.
• Advanced Excel modeling and the judgment to explain a variance, not just calculate it.

• Finance business partnering or commercial finance experience; planning systems such as Anaplan, Adaptive or Pigment.

A rolling reforecast from mock actuals and drivers; a management reporting pack with variance commentary; a headcount and capital expenditure plan.

we're looking for planning and forecasting ownership, not month-end close or controllership.