Supervise, review, and participate in the development and implementation of the annual SG&A plan (budget), forecast, multi-year financial plan and analysis of major projects and investments.
Lead the annual SG&A budgeting and forecasting processes and coordinate with Finance and Operational leadership on Capital Expenditure budgeting.
Analyze various strategic projects and incorporate into the financial plan.
Provides monthly/quarterly analyses on various issues, e.g. cash flow analysis, capital spending performance, etc.
Develop financial projections using driver-based forecasting and rolling forecast methodologies.
Partner with operations leaders to quantify the financial impact of performance improvement initiatives.
Manage and mentor a team of financial analysts, fostering a culture of continuous improvement and professional development.

Requirements

At least 10 years of finance and/or budget experience
At least 5 years of managing finance/budget team
Strong understanding of data architecture, data governance, and integration between ERP, EPM, and BI tools.
Hands-on experience with data visualization platforms (e.g., Power BI, Tableau, Qlik) to design executive dashboards linking financial and operational metrics.
Knowledge of modern FP&A/EPM platforms (Anaplan, Adaptive Insights, Oracle, Workday, etc.) and how they connect with operational systems.
Preferred: Knowledge of healthcare, insurance, or service industry operating models.
Experience implementing data warehouses, KPI dictionaries, or enterprise-wide reporting standardization projects.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

budgetingforecastingfinancial analysisdriver-based forecastingrolling forecast methodologiesdata architecturedata governancefinancial projectionsKPI dictionariesenterprise-wide reporting

Soft Skills

leadershipmentoringteam managementcontinuous improvementprofessional development