Financial Analyst - FP&A Business Partnering

Kofax is seeking a Financial Analyst to join their Corporate FP&A organization, focusing on business partnering and financial support. The role involves delivering financial insights, supporting strategic planning, and driving visibility into spending and headcount planning.

Responsibilities:

• Partner with various business functional leaders to provide financial modeling, scenario analysis, and performance insights
• Manage budget and forecast processes for supported functions, including headcount planning, operating expense analysis, and investment tracking
• Lead vendor spend management activities including spend analysis, mitigation opportunities, approval workflows, and visibility reporting
• Support resource allocation and ROI analyses for strategic initiatives and functional investments
• Deliver clear, concise financial insights that help business partners improve decision-making and performance
• Partner with HR and FP&A leadership to maintain accurate company-wide headcount reporting and forecasting
• Contribute to company-wide planning cycles, including annual budgeting, monthly forecasting, and R&O (risk & opportunity) analysis
• Maintain and build driver-based financial models to support scenario planning and long-term analysis
• Assist in preparing reporting packages, leadership updates, and executive-level presentations
• Monitor actuals vs. plan and ensure accurate, timely reporting of results across supported functions
• Build, enhance, and maintain financial models in Excel and enterprise planning tools (Anaplan, Adaptive Insights, Pigment, or Oracle PBCS)
• Use BI tools (Tableau, Power BI) to create dashboards, automate reporting, and provide data visualization for stakeholders
• Identify opportunities to streamline forecasting and reporting processes
• Promote consistency and accuracy in financial data and performance metrics across FP&A
• Utilizes AI-enabled tools (e.g., chatbots, document automation, analytics assistants) to improve efficiency, accuracy, and streamline routine tasks while following company AI governance and data privacy standards

Requirements:

• 2-5 years of experience in FP&A, corporate finance, or financial analysis
• Strong financial modeling and analytical skills with advanced proficiency in Excel
• Skills in prompting AI systems and assessing output quality
• Ability to leverage AI to ideate, develop, and scale to the needs of their department
• Ability to interpret data, identify trends, and communicate insights clearly
• Strong attention to detail, problem-solving skills, and organizational skills
• Proactive, collaborative, and able to support multiple priorities in a fast-paced environment
• Experience in SaaS or software preferred but not required
• Familiarity with financial planning systems (such as Anaplan, Adaptive Insights, Pigment, or Oracle PBCS) is a plus
• Experience with BI or data visualization tools (Tableau, Power BI) is a plus