Support the Annual Operating Plan (AOP) and long-range planning process
Coordinate quarterly forecasts and rolling outlooks
Develop planning assumptions and scenario analyses
Consolidate departmental budgets into enterprise forecasts
Prepare monthly executive reporting packages and KPI dashboards
Develop Board of Directors materials and quarterly business reviews
Perform variance analysis against budget, forecast, and prior year
Build financial models supporting strategic initiatives and capital allocation
Evaluate investments, productivity initiatives, and business cases
Support cash flow and liquidity forecasting with Treasury
Partner with Accounting, Treasury, Investor Relations, HR, Sales, Operations, and business leaders
Provide financial insights to improve decision-making
Identify risks and opportunities impacting forecast accuracy
Automate recurring reports and dashboards
Enhance planning models and reporting processes
Support NetSuite, Power BI, and future planning applications

Bachelor's degree in Finance, Accounting, Economics, or related field
3–6 years of progressive FP&A, corporate finance, investment banking, consulting, or Big Four advisory experience
Advanced Microsoft Excel and PowerPoint skills
Strong financial modeling and analytical capabilities
Public company experience strongly preferred
Excellent communication and presentation skills
MBA, CPA, CFA, or progress toward certification preferred
Experience with NetSuite, Power BI, Adaptive Planning, Anaplan, Oracle PBCS, or similar tools
Experience preparing executive and Board-level reporting

Senior Analyst, Corporate FP&A

Key skills