Descripción de la oferta
Overview
As Senior Financial Planning Specialist, you will support the Finance Manager in planning, organizing, and controlling financial activities to help the company meet its budget and plan. You will own forecasting and reporting, and serve as a reference for Planning Specialists. The role requires cross-functional partnership to support budget prep and cost-saving opportunities, plus process automation to improve efficiency. You will contribute to strategic planning and board-ready analyses in a fast-growing, global tech environment. This is a hands-on opportunity to shape FP&A in a leading data platform company.
ResponsabilidadesPrepare monthly, quarterly, and annual rolling forecasts and report actuals vs budget with ad-hoc analysesBuild and maintain financial and forecast models for assigned areas ensuring accuracy of reporting and cash flowAnalyze historical data and budget variances to identify drivers and improvement opportunitiesPartner with Sales, Marketing, HR, and other units to support budget prep, track spending, and identify cost-saving opportunitiesChampion the budgeting and forecasting system enhancements to automate and streamline processesSupport preparation of quantitative analyses and presentations for strategic planning, projects, and investor/board meetingsApply and maintain internal controls in financial models and processes, flagging deficienciesGuide Planning Specialists and share best practices to enhance day-to-day work
Requisitos principalesBA/BS in Finance or Accounting3–5 years FP&A or corporate planning experienceStrong knowledge of accounting and US GAAPExperience with financial systems, planning tools, and budgeting; Workday and NetSuite a plusAdvanced Excel and planning software proficiencyExcellent communication, presentation, and analytical skillsAbility to work independently and in a global, cross-time-zone teamInterest or familiarity with the software industryStrong organizational skillsCross-functional collaborationAnalytical thinkingWorkdayNetSuiteAdvanced Excel
