Own monthly FP&A financial close process, including consolidating revenue, contribution margin and operating expense performance narratives from the broader FP&A team into a CFO-level close summary, delivering results vs. budget/forecast and prior periods, and conducting variance analysis to understand the drives vs. budget and prior periods
Coordinate board and business review materials, ensuring consistency of metrics, definitions, and storytelling
Key role in the Annual Operating Plan as well as rolling forecasts
Improve the corporate FP&A operating rhythm: automate recurring reporting, strengthen data quality, and reduce cycle time for close/forecast
Serve as an Adaptive Planning power user and administrator, ensuring the system is well maintained, reliable, and continuously improved to support efficient planning and reporting
Partner cross-functionally with Sales, Marketing, Operations, and Supply Chain to evaluate performance and strategic decisions

5–8+ years of experience in FP&A, Strategic Finance, or a closely related role, with meaningful exposure to Corporate FP&A processes
Professional qualifications such as CMA, CPA, CFA, or MBA are a plus
Hands-on experience building and maintaining models in Workday Adaptive Planning (or similar EPM tools)
Highly organized, detail-oriented, and comfortable operating independently
Strong judgment, curiosity, and willingness to challenge assumptions — including your own
Clear, confident communicator who can translate complexity into action

Financial Planning & Analysis Lead

Key skills