Financial Planning & Analysis Lead

Job Description

Financial Planning & Analysis Lead Summary: We are seeking a detail-oriented, highly analytical FP&A Lead to join our finance team. This role will be responsible for overseeing financial forecasting, budgeting, and analysis to support strategic decision-making across the organization. The ideal candidate will have strong financial modeling skills, a solid understanding of accounting principles, and excellent communication abilities.

Responsibilities

• Manage and oversee the annual budgeting, forecasting, and long-range financial planning processes.
• Develop and maintain complex financial models to support decision-making across the organization.
• Analyze financial data to identify trends, risks, and opportunities for growth.
• Collaborate with cross-functional teams to ensure alignment of financial plans with strategic objectives.
• Lead the monthly financial reporting process, including variance analysis and management reporting.
• Drive improvements in financial processes, systems, and reporting capabilities to enhance efficiency and accuracy.
• Prepare ad-hoc financial analyses and reports as needed to support decision-making.
• Developing, coordinating, and reporting budgets and forecasts for individual departments;
• Partnering with departmental leaders to determine and support financial analysis needs;
• Assist on managing financial aspects of special projects by determining key drivers, driving the right set of analyses and presenting the conclusions;
• Responsible for complete, accurate and timely Billing Charges and work closely with Accounting Team on collections
• Ensure Cost charges to servicing markets are allocated properly and supported by Servicing Agreements
• Work closely with on shore markets related to cost charging
• Mentor and develop FP&A team member, promoting a culture of continuous learning and professional growth.
  
  

Qualifications

Requirements and Experience:

• Bachelor's degree in Finance, Accounting, or a related field.
• 5+ years of experience in financial planning and analysis or a similar role, with at least 2 years as supervisor
• Certified Public Accountant (CPA) license is a plus but not necessary
• Strong financial modeling and superior analytical skills.
• Proficiency in Microsoft Excel and financial software applications, such as Table Manager1 tool.
• Knowledge of accounting principles and financial statement analysis.
• Excellent communication and interpersonal skills.
• Ability to work independently and collaboratively in a fast-paced environment.
• Strong attention to detail and problem-solving abilities.
• Self-starter with a good track record of working in a dynamic and self-sufficient environment
• Proven ability to lead and develop high-performing teams.
• Enthusiasm for solving problems and working collaboratively
• Results focused and proactive,
• Can do attitude with energy; pro-active and performance driven both as leader and individual contributor
• Well organized and possess ability to prioritize, multi task and manage conflicts.
• Accuracy and timeliness on delivery of required outputs.
• Knowledge on using Powerpoint as presentation tool
• Role model of integrity