Financial Planning and Analysis

• Lead global budgeting, forecasting, and long-range planning processes across departments
• Build and maintain dynamic financial models to support scenario planning and strategic decision-making
• Partner with Sales, Marketing, Product, Engineering and Services to drive cross-functional initiatives and optimize resource allocation
• Own monthly and quarterly reporting packages, including variance analysis and executive dashboards
• Translate complex financial data into clear, actionable insights for non-finance stakeholders
• Drive automation and process improvement across FP&A workflows
• Support board-level reporting and investor communications
• Be hands-on with Excel, NetSuite, and other financial systems—this is not a “review and delegate” role
• Major contributor to the company’s M&A and post-merger integration strategy and execution

Senior Manager – Financial Planning & Analysis

Senior Finance Business Partner

Investment & Retirement Specialist

Finance Specialist

SAP Finance