Key Responsibilities
Financial Planning & Forecasting
- Lead the development of annual budgets and forecasts in alignment with the organization’s strategic goals.
- Collaborate with business units to gather inputs, validate assumptions, and ensure accuracy.
Management Reporting & Analysis
- Prepare and present monthly reports for leadership, highlighting key trends, variances, and KPIs.
- Analyze results versus budget, forecast, and prior year, providing clear recommendations to improve performance.
- Proactively identify risks, opportunities, and corrective actions.
Systems & Process Improvements
- Support the implementation and optimization of the NetSuite Planning & Budgeting tool.
- Train and support end-users to ensure adoption and effectiveness.
- Continuously enhance FP&A processes to improve efficiency, accuracy, and transparency.
Cross-Functional Partnership
- Serve as a trusted advisor to business partners, providing financial insights and decision support.
- Foster a culture of financial accountability and data-driven decision-making across the organization.
Qualifications
- Bachelor’s degree in Finance, Accounting, or related field.
- 5–7+ years of experience in FP&A or Corporate Finance.
- Strong financial modeling and advanced Excel skills.
- Experience with NetSuite Planning & Budgeting highly preferred; knowledge of Power BI or Tableau a plus.
- Exceptional analytical, organizational, and communication skills.
- Demonstrated ability to work independently and manage multiple priorities in a fast-paced environment.
- High attention to detail, intellectual curiosity, and a proactive mindset.
- Proven ability to influence stakeholders and drive initiatives forward.