Financial Planning & Analysis

Overview

• Support financial planning, budgeting, forecasting, and analysis within an international framework to drive strategic decision-making and business performance.
• Collaborate across global teams, ensuring timely delivery of actionable financial insights and reports for management and stakeholders.
• Develop and maintain financial models to assess business performance and forecast outcomes effectively.
• Prepare accurate financial reports, presentations, and dashboards to support management decisions and strategic initiatives.
• Contribute to budget and forecast processes, providing guidance to business unit leaders and aligning with organizational goals.
• Adapt to a high-performance, deadline-driven culture while proactively identifying process improvements and innovative solutions.
• Maintain confidentiality of financial data and ensure compliance with organizational standards and practices.

Key Responsibilities & Duties

• Partner with accounting, sales operations, and services teams to optimize financial planning and margin analysis.
• Analyze financial results, identify trends, and provide actionable recommendations for improvement.
• Monitor and produce operational and financial KPIs for management reporting and leadership reviews.
• Prepare financial modeling of sales results, expectations, and projections to support strategic planning.
• Design and implement financial models and templates for budgeting and forecasting processes.
• Support presentations to internal management and external stakeholders, ensuring clarity and accuracy.
• Contribute to process improvements and offer innovative financial solutions to enhance organizational efficiency.

Job Requirements

• Bachelor’s degree in finance, accounting, economics, or related field; advanced degree or certification preferred.
• Minimum of 5 years of experience in financial planning and analysis; 7 years preferred.
• Strong understanding of financial statements, including P&L, balance sheet, and cash flow.
• Proficiency in financial modeling and analysis tools such as NetSuite, SAPBFC, and PowerBI.
• Excellent interpersonal and communication skills to collaborate across diverse global teams.
• Ability to manage multiple priorities under tight deadlines in a dynamic environment.
• Proactive approach to identifying process improvements and delivering innovative financial solutions.