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Take ownership of forecasting, budgeting, and variance analysis for IT financial portfolio (CAPEX or OPEX)
Own and manage 5-year planning, annual budget cycles, and monthly/quarterly re-forecasts
Perform detailed reconciliations, drilldowns, and actuals vs. plan analysis
Build and update advanced Excel models, including macros, pivot tables, and multi-tab reporting
Partner with IT leadership to gather inputs, validate assumptions, and communicate financial impact
Support month-end close processes (accruals, PO review, spend tracking)
Deliver insights and recommendations to senior managers in IT Finance
Maintain data accuracy across enterprise planning tools (Hyperion, Anaplan, Adaptive, etc.)
Requirements:
5-8 years true Financial Planning & Analysis (FP&A) experience in an enterprise setting
Advanced Excel skills with strong macro/VBA experience — able to write, modify, and troubleshoot macros used in financial models and reporting (not just run them)
Experience with Hyperion (preferred) or similar (Anaplan, Adaptive Insights, Oracle PBCS, or SAP) - comfortable navigating enterprise forecasting, modeling, reconciliations, reporting, and multi-year planning systems
Strong accounting background in accounting — GAAP, accruals, etc.