Lead Financial Analyst in FP&A

Overview

MAJOR FUNCTION

The Lead Financial Analyst will contribute to the company’s success through providing financial and analytic partnership and deliverables to their assigned operational areas. The Lead Financial Analyst will work with their business partners to ensure optimal short-term and long-term decision making. He/She will aid “planning the work” and then “working the plan” most efficiently and effectively. Financial data is at the core, but the FP&A team will be responsible for providing a balanced view of the business including operational metrics and activity drivers.

Responsibilities

The Lead Financial Analyst will partner with assigned operational areas to deliver the below critical business deliverables (as required):

  Financial Analysis-

• Build ROI/business models (ST <) for major capital expenditures, projects, ventures, promotions
• Analyze profitability for key areas of assigned operational area
• Provide proactive variance analyses
• Produce proformas and post reviews/measurement for key initiatives

  Business Analytics-

• Develop and deliver ad-hoc decision support (financial data in addition to operational data)
• Set up and measure test and learns, as appropriate for assigned operational area
• Create, provide, and partner on:
  • Descriptive analytics & exploratory data analytics- “What”
  • Diagnostic analytics- “Why”
  • Predictive analytics- “What if”
  • Prescriptive analytics- “Next best action”

  Financial Operating Planning-

• Produce assigned deliverables for the annual financial operating plan (as required for assigned operational area) with driver-based targets; guide partner through process and ensure understanding and alignment on all budget submissions
• Deliver single and “rest of year” financial forecasting

  Managing & Reporting Business Performance-

• Deliver (thru collaboration with partner) on periodic business reviews
• Prepare Executive (i.e., Leadership, Board Meeting) presentations, schedules & required support (including KPIs and Scorecards)
• Do competitive benchmarking, macro-environment and market share/growth analyses as required for assigned operational area

  Strategic Planning-

• Working with assigned operation area, provide the financial view for the longer term (3-5 year) planning process
• Model financial outcomes of the strategies

  Data & Systems-

• Provide data sourcing, wrangling, querying & modeling for discovery analytics
• Develop standardized, self-service performance reporting
• Build requirements &validate production ready metrics and reports

Qualifications

• Bachelor’s degree in Finance, Analytics, or similar quantitative field of study; Master’s degree preferred.
• 5 years of progressive Finance experience. Prior FP&A experience at a large company ($1B Sales) preferred.
• Experience working in Microsoft tools (i.e., Excel, PowerPoint) and business intelligence software (i.e., PowerBi and Oracle).
• Working knowledge in Financial/GL Systems (i.e., Fusion, Hyperion), Database querying tools, Visualization tools, Statistical tools.
• Prior experience in retail, wholesale, distribution and/or consumer packaged goods is preferred.

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