You will own the integrated 3-statement model (P&L/BS/CF) with driver bridges outlining the historical and projected financials.
You will lead the annual operating plan, forecasts, and monthly outlooks for the company and you will maintain scenario/sensitivity packs (base/conservative/stretch) across key levers (mix, retention, wage inflation, FX, working capital).
You will improve forecast accuracy and shorten close-to-outlook cycle time.
You will establish the FP&A operating calendar (close, outlook, QBR, Board) and SLAs, and you will build the standard data pipeline—publishing and governing the enterprise KPI dictionary, driver library, report pack, and self-serve dashboards.
You will own master data policy across multiple systems EPM/BI/CRM including chart of accounts, cost centers, mappings, and definitions and you will approve CRM metric changes that impact guidance while partnering with Data/IT on ETL quality, access controls, and audit trails.
You will produce CFO/Board materials with clear insights, risks, and actions; partner with CFO on earnings prep, guidance frameworks, KPI storytelling, and serve as the primary financial hub for diligence (M&A, investor, banking).
You will chair the Forecast Council of our finance team to reconcile inputs, risks, and scenarios before guidance and you will set the efficiency glidepath targets for execution.
Requirements
10+ years progressive finance experience with 6+ years in FP&A and 3+ years leading corporate planning/consolidation.
Expert in 3-statement modeling, driver-based forecasting, and scenario/sensitivity techniques.
Proven data governance leadership (COA design, mappings, master data, access controls) and EPM ownership.
Demonstrated support for Board/IR deliverables (earnings, guidance, KPI narratives) and familiarity with GAAP norms.
Tools: Excel (expert), EPM (Adaptive/Anaplan), BI (Power BI/Quicksight); SQL a plus.
Exceptional communicator who can simplify complexity and influence senior leaders.
Bachelor’s in Finance, Economics, Accounting; MBA/CPA/CFA a plus.
Benefits
This role is eligible to receive an annual incentive bonus based on performance.
A comprehensive benefits package which can be viewed here: https://businessolver.foleon.com/bsc/job-board-businessolver-virtual-benefits-guide/
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
3-statement modelingdriver-based forecastingscenario techniquessensitivity techniquesdata governancemaster data managementfinancial planning and analysis (FP&A)financial modelingGAAPKPI storytelling