Lead and own the annual budgeting and planning cycle, ensuring coordination across all business unit finance teams.
Maintain and improve forecasting processes, including quarterly forecasting and continuous planning methodologies.
Develop long-term financial forecasts and models to support strategic decision-making.
Drive modernization of financial systems and reporting infrastructure to enhance efficiency, automation, and AI-driven analytics.
Oversee administration, optimization, and integration of financial systems (ERP, BI tools, planning software).
Partner with IT and finance teams to implement AI-driven automation and machine learning for forecasting and decision-making.
Assess and optimize financial processes and technology, ensuring scalability and automation opportunities.
Develop and maintain management reporting, dashboards, and KPIs to track performance against budget, forecast, and prior periods.
Prepare executive-level reports and dashboards, leveraging AI-powered insights and automated tools.
Contribution financial insights to quarterly and annual management discussions and regulatory filings (e.g., 10K and 10Q).

Bachelor’s degree in Finance, Accounting, or related field (CPA or CFA preferred)
6+ years of experience in financial planning, analysis, and financial systems transformation
2+ years of management experience overseeing FP&A processes and teams
Strong proficiency in financial modeling, data analysis, and financial automation tools
Experience with ERP systems (e.g., Sage Intacct, NetSuite) and BI tools (e.g., Looker, Tableau, Power BI)
Proven ability to automate processes, integrate AI-driven tools, and optimize financial reporting structures
Strong leadership and collaboration skills across finance and operational teams
Excellent communication skills with ability to present findings to executive leadership.

Manager, Financial Data, Planning & Analytics

Key skills