Lead Financial Planning & Analysis Analyst

FIS

Lead Financial Planning and Analysis for a high-growth banking segment at fintech company FIS. Collaborate with senior leaders to drive profitable growth and inform strategic decisions.

Posted 7/16/2026full-timeMilwaukee • Florida, Wisconsin • 🇺🇸 United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial planning and analysis, with a strong focus on advanced financial modeling, forecasting, and variance analysis. Proven ability to partner with senior leaders and cross-functional teams to drive strategic financial decisions and insights.

Highest-signal resume keywords

Financial Planning And AnalysisAdvanced Financial ModelingVariance AnalysisP&L ManagementData Analysis Tools

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ModelingForecastingVariance AnalysisBudget DevelopmentEconomic Research

Soft Skills

Analytical SkillsClear Communication

Tools & Technologies

Financial SystemsData Analysis ToolsAI Capabilities

Industry Keywords

Banking SegmentFinancial ServicesSaaSRevenue Initiatives

About the role

Key responsibilities & impact

Serve as primary FP&A partner for a Banking Segment P&L with significant annual revenue scale
Analyze present and future financial performance to inform growth, investment, and pricing decisions
Develop annual budgets, rolling forecasts, and long‑range plans aligned to growth targets
Track monthly revenue and expenses; analyze variances and recommend corrective actions
Partner with product, development, and professional services leaders on cost management
Model business cases for new products, partnerships, and revenue initiatives
Conduct economic and financial research on returns, depreciation, and capital requirements
Prepare executive‑level reports highlighting insights, risks, and opportunities
Establish timelines and methodologies for budgeting and forecasting across departments

Requirements

What you’ll need

Bachelor’s degree in finance, accounting, economics, or equivalent practical experience
Typically requires 5+ years of financial planning, analysis or related experience
Advanced financial modeling, forecasting, and variance analysis skills
Experience supporting complex P&Ls in technology, financial services, or SaaS environments
Strong analytical skills translating data into clear business insights and recommendations
Proven ability to partner with senior leaders and cross-functional stakeholders
Advanced proficiency with financial systems, data analysis tools, and AI capabilities
Clear, concise communication skills for executive and non-financial audiences

Benefits

Comp & perks

Opportunities to make an impact in fintech
Personal and professional learning
Inclusive, diverse work environment
Resources to give back to your community