Financial Planning and Analysis

• Conduct moderately complex financial analyses and reports for department management
• Prepare and analyze financial forecasts, which may include supporting the organization's annual budget process, expense/service fee/staffing forecasts, or statistical reporting
• Analyze and drive results for customer, product, and/or business unit profitability
• Work closely with Management and Sales teams to track pipeline opportunities and prepare accurate sales forecasts
• Analyze and track process improvement initiatives
• Regularly review and disposition suspense reports, taking necessary actions to clear the transactions.

Intermediate Financial Analyst

• Lead the annual budgeting and operating plan process in partnership with executive leadership and functional owners
• Own and continuously enhance the company’s financial planning, budgeting, and reporting systems, including Adaptive Insights
• Develop, implement, and manage rolling forecast and reforecast processes
• Provide actionable financial and operational analysis
• Serve as a strategic finance business partner to cross‑functional leaders
• Drive initiatives to improve financial and operational efficiency
• Design, deploy, and maintain dashboards and reporting tools
• Prepare and present financial analyses, forecasts, and performance updates to senior leadership
• Support month‑end and quarter‑end performance reviews
• Provide backup support across the Finance team as needed

Financial Planning & Analysis Manager

• Execute financial analysis and research to drive informed decision-making across global business units.
• Prepare comprehensive reports to support the annual budgeting process, alongside expense, service fee, and staffing forecasts.
• Analyze operational performance to identify emerging trends, financial variances, and process improvement opportunities.
• Partner with cross-functional teams to consolidate data, enhance reporting accuracy, and maintain strict financial data integrity.
• Drive ad-hoc financial projects and advocate for the continuous automation and improvement of reporting workflows.

FP&A Analyst

• Lead the strategic establishment and growth of the FP&A Center of Excellence (CoE) in Costa Rica
• Ensure compliance with internal accounting controls and global reporting standards
• Provide insightful analysis to global business units
• Drive the evolution of financial models and reporting dashboards

FP&A Manager – Global Business Services

• Provide global analytical support for the monthly projection process
• Lead and coordinate the process of updating the Emerson Financial Model
• Develop presentations for senior management
• Provide finance support for the New Product Development process
• Gather data from world areas for ad-hoc analysis
• Prepare and update data requests sent from Corporate
• Develop and implement improvements to the current HFM reporting process

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Intermediate Financial Analyst

Financial Planning & Analysis Manager

FP&A Analyst

FP&A Manager – Global Business Services

Senior Financial Analyst, Planning