Develop and manage the financial planning processes, including annual budgets, forecasts, and long-term strategic plans.
Prepare and present detailed financial reports and analysis to senior management, highlighting trends, variances, and insights that support decision-making.
Utilize financial planning tools (such as Adaptive Insights) to streamline budgeting and forecasting processes, ensuring accuracy and efficiency.
Work closely with departments such as Finance, HR, Operations and IT to gather insights and align financial targets with operational goals. Facilitate effective communication of financial data and implications across teams.
Analyze business performance metrics and KPIs, providing actionable recommendations for operational improvements and cost efficiencies.
Build strong relationships with internal stakeholders to foster cooperation and alignment on financial objectives and initiatives.
Identify and implement process enhancements to improve the accuracy and efficiency of financial planning and reporting.

5+ years of experience in Financial Planning & Analysis
Bachelor’s degree in Finance, Accounting, Economics, or a related field
Strong Financial awareness and diligence, including risk mitigation
Keen business acumen with the ability to “read the room”
Excellent communication and interpersonal skills with the ability to partner with many business areas and at the Senior Executive level
Ability to think tactically, strategically and creatively; capable of prioritizing and executing on many projects at once
Ability to understand financial drivers and outcomes in the business; ability to summarize information and effectively present and communicate to both financial and non-financial audiences
Ability to work with large amounts of data and create summaries, project plans, financial projections, period to date progress, and recovery plans when necessary
Advanced knowledge in Excel

Financial Planning & Analysis Advisor

Key skills