Roles & Responsibilities:
Support the Senior Director, Enterprise FP&A in enterprise forecasting and planning, including the annual operating plan, quarterly forecasts, monthly outlooks, and long-range planning.
Consolidate forecasts across business units and corporate functions and analyze changes in revenue, EBITDA, margins, operating expenses, and other key financial metrics, including year-over-year performance and growth trends.
Analyze actual and forecasted financial performance, partnering with business unit finance teams to understand year-over-year trends, key business drivers, risks, opportunities, and changes in the financial outlook.
Develop clear explanations of variances to plan, forecast, and prior year, including year-over-year growth and the underlying business and financial drivers of performance.
Support preparation of executive leadership and Board materials, helping translate detailed financial information into concise, forward-looking insights and commentary.
Prepare monthly and quarterly enterprise financial reporting and analysis for Finance and executive leadership.
Partner with business unit FP&A teams to understand forecast assumptions, changes in outlook, and key business drivers, and identify areas requiring further review or discussion.
Review forecast submissions to identify inconsistencies, unusual trends, emerging risks and opportunities, and areas requiring further analysis.
Develop financial models, forecast bridges, year-over-year and trend analyses, and sensitivities to help leadership understand changes in financial performance and outlook.
Use Oracle ERP, Oracle EPM, Smart View, and Excel to extract, consolidate, reconcile, analyze, and present financial information.
Build and maintain standardized reporting templates, forecast analyses, schedules, and other tools supporting enterprise FP&A processes.
Support improvements to forecasting, planning, and reporting processes, including opportunities to improve efficiency, standardization, automation, and data quality.
Perform ad hoc financial and business analysis in support of the Senior Director, Enterprise FP&A and broader Finance leadership team.
Skills:
Advanced Microsoft Excel skills, including the ability to efficiently analyze and manipulate large and complex data sets and build clear, flexible financial models and analyses.
Strong working knowledge of Oracle ERP, Oracle EPM, and Smart View, or similar financial systems.
Strong financial and analytical skills with the ability to identify trends, relationships, risks, and opportunities within financial and operational data.
Ability to connect business activity and operational drivers to financial results and forecasts and draw meaningful conclusions from the analysis.
Ability to synthesize large amounts of information and identify the key messages and insights most relevant to senior leadership.
Strong understanding of financial statements, key financial metrics, and core accounting concepts.
Strong variance and year-over-year analysis skills, with the ability to clearly explain what changed, why it changed, and the implications for current performance and the financial outlook.
Strong financial modeling skills, including forecast analyses, bridges, year-over-year trend analyses, sensitivities, and other analytical schedules supporting planning and decision-making.
Strong problem-solving and critical-thinking skills, including the ability to investigate unexpected results, identify inconsistencies, and ask appropriate questions around assumptions.
Strong attention to detail and commitment to financial accuracy and data integrity.
Strong written and verbal communication skills, with the ability to present complex financial information clearly and concisely.
Ability to work effectively across business unit finance teams in a collaborative, fast-paced environment.
Ability to manage multiple priorities and deadlines while maintaining a high standard of work.
Experience:
Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.
2+ years of experience in FP&A, corporate finance, financial analysis, or a related finance role.
Experience supporting budgeting, forecasting, financial planning, year-over-year and variance analysis, and management reporting.
Demonstrated advanced Excel skills in a financial planning or analytical environment.
Hands-on experience using Oracle ERP and Oracle EPM/Smart View, or similar financial systems, for financial planning, reporting, or analysis.
Experience analyzing financial results and forecasts and communicating the underlying drivers of performance.
Experience consolidating and analyzing financial information across multiple business units, functions, or data sources preferred.
Exposure to enterprise FP&A, public-company reporting, and executive or Board
U.S.: "This position is open to applicants who are currently authorized to work in the United States and will not require employer sponsorship now or in the future."
Canada: “Applicants must be legally authorized to work in Canada at the time of hire. The company is unable to provide immigration or work permit support for this position.”
The anticipated annual base salary range for this position is $58,000 - $88,000. Actual compensation within this range will be determined based on a variety of factors, including geographic location, relevant experience, skills, qualifications, and internal equity considerations.
