Lead the budgeting and forecasting processes for assigned business units, including development of assumptions, scenario analysis, and executive review materials
Own and enhance financial planning and forecasting models, ensuring scalability, accuracy, and alignment with business strategy
Act as the primary finance partner to cross-functional leaders, providing proactive insights on performance, trends, risks, and opportunities
Lead monthly and quarterly variance analysis, identifying root causes and communicating insights and recommendations to senior leadership
Own executive-level, Board, and senior management reporting, including financial narratives and KPI analysis
Drive continuous improvement of FP&A processes, tools, and reporting to increase efficiency and analytical impact
Conduct in-depth financial analysis, benchmarking, and trend analysis to support strategic initiatives and long-term planning
Lead cross-functional projects and analyses related to growth initiatives, cost optimization, and operational efficiency

At least five years of related experience in an FP&A, banking, corporate strategy, or consulting role
Experience leading initiatives end-to-end and challenging assumptions from business partners
Advanced Excel skills and strong proficiency in PowerPoint and Word
Extensive experience with financial modeling, budgeting, and forecasting systems
Strong executive-level communication skills, including the ability to clearly present analyses, insights, and recommendations
Excellent project management skills and the ability to lead initiatives end-to-end

Senior Financial Analyst

Key skills