Finance & Transformation Partner

Reporting to the Senior Director of Finance, the Finance and Transformation Partner (“Finance Partner”) is a new position at PEO that is responsible for the Financial Planning and Analysis Finance Function, together with the planning and implementation of several major digital transformation initiatives within Finance. In the Financial Planning and Analysis portfolio, the Finance Partner will work with internal and external stakeholders to develop and monitor the annual and multi-year operating and capital budgets of PEO, in addition to providing strategic decision support to PEO leadership in support of navigating ongoing operational, regulatory, and legislative changes.

In the Transformation portfolio, the Finance Partner will support the modernization of the Finance function by leading a series of projects to update systems and processes aimed at increasing the overall capacity and capabilities of all areas of the Finance portfolio, in addition to developing better real-time decision-support to PEO leaders. This will include the implementation of improved data-analytic tools as well as the upgrade of PEO’s ERP and peripheral systems in support of greater functionality and integration.

Financial Planning and Analysis:

• Lead the development of PEO’s annual budgeting process, including designing and maintaining a clear roadmap that outlines timelines, assumptions, roles, and decision points.
• Own PEO’s forecasting process, including the development, maintenance, and continuous refinement of rolling forecasts to support timely and informed decision-making throughout the year.
• Proactively engage directors and managers on a monthly or bi-monthly basis to review budget to actual performance, validate assumptions, identify emerging risks and opportunities and ensure forecasts reflect current and expected operational realities.
• Proactively manage Finance’s own operating budget by supporting and providing guidance to the Senior Director, Finance and the Controller/Senior Manager with timely updates on budget to actual performance, while also supporting real-time decision making.
• Provide guidance and oversight to ensure financial activity is accurately reflected in the appropriate general ledger accounts and aligned with approved budgets and operational plans.
• Collaborate closely with the Senior Director, Finance, and the Controller/Senior Manager, Finance in preparing reporting packages and presenting monthly and quarterly financial results to PEO leadership and PEO’s Audit and Finance Committee (AFC).
• Partner closely with Human Resource Business Partners to lead compensation and benefits planning, including the design and implementation of an enhanced forecasting approach to track in-year variations in staffing, compensation, and benefit costs.
• Develop tools, analyses, and scenarios that support leadership decision-making related to workforce planning, resource allocation, and alignment of staffing levels with available funding.
• Act as a trusted financial advisor and coach to directors and managers by building financial literacy across the organization, including improving understanding of budgets, forecasts, variances, and key financial drivers.
• Translate complex financial information into clear, actionable insights to support accountability informed decision-making and effective stewardship of organizational resources.
• Develop processes around procurement and the tracking of multi-year equipment and support contracts to appropriately budget and forecast for these items in reflecting differences in accrual versus cash basis accounting.

Finance Transformation:

• Support the development and execution of the Finance transformation roadmap together with the Senior Director, Finance and the…