Senior FP&A Analyst
Mobile Communications America
ERPTableau
Director, Financial Planning and Analysis
ProducePay
full-time
Posted on:
Origin: • 🇺🇸 United States • California
Visit company websiteJob Level
Lead
Tech Stack
ERPTableau
About the role
- Lead the annual budgeting, quarterly forecasting, and long-range strategic planning processes in collaboration with senior leadership.
- Develop sophisticated financial models to support long-term strategic initiatives, scenario planning, and corporate development activities (e.g., M&A, capital allocation).
- Provide financial insights and recommendations to support the company's growth strategy and profitability goals.
- Oversee the preparation of monthly and quarterly management reports, including variance analysis of actuals versus budget/forecast, key performance indicators (KPIs), and financial dashboards.
- Provide insightful analysis of business trends, identifying key drivers, risks, and opportunities for the executive team.
- Lead deep-dive analyses on product profitability, customer lifetime value, operational efficiency, and ROI for major projects and investments.
- Serve as a trusted financial advisor to department heads and the executive leadership team, providing data-driven insights to inform operational and strategic decisions.
- Collaborate with Sales, Marketing, Operations, and other departments to develop financial models and business cases for new initiatives.
- Prepare and present compelling financial narratives and presentations for the Board of Directors, investors, and other key stakeholders.
- Lead, mentor, and develop a high-performing FP&A team, establish goals, recruit and retain top talent.
- Drive the enhancement of FP&A processes, systems, and tools to improve efficiency, accuracy, and scalability, partnering with Accounting and IT.
- Evaluate and implement new financial planning software and business intelligence tools as needed.
Requirements
- Bachelor's degree in Finance, Accounting, Economics, or a related field.
- 5+ years of progressive experience in financial planning and analysis, corporate finance, or a related field.
- 3+ years of experience in a leadership role managing and developing a team.
- Exceptional financial modeling, analytical, and problem-solving skills with a high level of attention to detail.
- Proven ability to work as a strategic partner to senior leadership and communicate complex financial information clearly and concisely.
- Expert proficiency in Microsoft Excel and PowerPoint.
- Experience with ERP systems (e.g., NetSuite) and FP&A software/BI tools (e.g., Tableau, snowflake, Alteryx) a plus.
