Key skills
PythonSQLAnalyticsLeadershipStakeholder ManagementBudgetingChange ManagementProduct ManagementCommunicationCollaboration
About this role
Role Overview
- Serve as Finance’s senior product leader for planning and decision support capabilities, acting as the primary intake point for Financial Planning & Analysis requirements related to budgeting, forecasting, workforce planning, allocations, and scenario analysis.
- Partner closely with Financial Planning & Analysis leadership to understand business needs and priorities, while maintaining clear separation between planning enablement and ownership of forecasts, targets, and financial narratives.
- Lead evaluation, rationalization, and optimization of Finance planning and analytics tools, including identifying opportunities to reduce duplication and better leverage existing vendor platforms.
- Translate Financial Planning & Analysis and Finance leadership requirements into scalable system configurations, workflows, and product enhancements aligned with the Finance Systems roadmap.
- Collaborate with the VP, Head of Finance Systems, to prioritize Finance product initiatives and ensure alignment with broader Finance technology and transformation strategies.
- Coordinate Finance Systems with IT, data teams, and external vendors to deliver integrated, reliable, and well governed Finance solutions.
- Establish and maintain governance, standards, and documentation for Finance planning capabilities to ensure consistency, transparency, and audit readiness.
- Drive simplification and standardization of planning processes by improving system utilization and reducing manual or fragmented approaches.
- Oversee and develop teams responsible for Finance product management, planning enablement, and related analytical capabilities.
- Lead change management, training, and adoption efforts to ensure Finance systems and tools are effectively used by Financial Planning & Analysis and Finance stakeholders.
- Monitor effectiveness of Finance planning solutions and recommend continuous improvements based on user feedback and business needs.
- Perform other duties as assigned.
Requirements
- Bachelor’s degree in Finance, Accounting, Business, Information Systems, or a related field required
- Advanced degree or relevant professional certifications preferred
- 10–12 years of progressive experience in Financial Planning & Analysis, finance transformation, Finance systems, or related roles
- 5+ years of experience leading Finance planning enablement, product management, analytics, or systems‑supported initiatives
- Familiarity with automation tools and data‑driven planning approaches using SQL and Python in Microsoft Fabric
- Demonstrated experience partnering with senior Finance leaders and supporting enterprise‑level planning processes
- Deep experience in FP&A, budgeting, forecasting, scenario planning, and financial modeling
- Experience supporting planning processes in complex or multi‑stakeholder finance environments
- Understanding of workforce planning and allocation methodologies
- Strong collaboration, communication, and stakeholder management skills
- Ability to translate planning requirements into practical, scalable solutions.
Tech Stack
- Python
- SQL
Benefits
- Competitive Total Rewards package , including base pay, incentive programs, benefits, and a 401(k) plan with matching contributions
- Flexible and hybrid work schedules to support work-life balance
- Tuition reimbursement to support continued education
- Professional and career development opportunities , including courses and certifications
- Comprehensive wellness programs promoting physical, mental, and emotional health
- Volunteerism initiatives to encourage community engagement