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The Level 4 FP&A – Finance Business Partner is a senior individual contributor who partners with CSO leaders on a defined scope (e.g., function, region, or domain). This role leads core planning and performance management activities for the scope, operates with a high degree of independence within Finance policies/standards, and delivers forward‑looking insights to inform operational and strategic decisions. The Level 4 partner translates complex financial and operational data into clear options, recommendations, and actions, aligning with CSO and Finance leadership as needed. This is an individual contributor role that may function as team leader.
Job Responsibility:
Lead the annual budget, rolling forecast, scenario planning, and performance management processes for assigned CSO functions or regions
Translate operational drivers into forward‑looking financial outcomes, scenarios, and tradeoffs
Develop executive‑ready insights, commentary, and materials for monthly, quarterly, annual, and mid‑term planning reviews
Anticipate financial risks and opportunities
quantify impacts, tradeoffs, and productivity opportunities
Drive continuous improvement of FP&A deliverables within CSO Finance through simplification, standardization, and increased use of analytics and automation tools
Ensure strong governance, controls, and audit‑ready support for planning and reporting outputs within scope
Act as a trusted finance advisor to CSO leaders for a defined scope, influencing decisions without formal authority
Frame decisions by connecting financial implications with operational and scope‑level strategic considerations
Guide resourcing, investment, and cost‑management discussions by presenting clear options and recommendations
Facilitate outcome‑driven conversations focused on risks, impacts, and alternatives
Provide day‑to‑day guidance, informal coaching, and quality review of analyses produced by P3 analysts, without formal people‑manager responsibility
Represent CSO Finance in cross‑functional initiatives and planning forums
Requirements:
Bachelor's degree in finance, Accounting, or related field (MBA or CPA a plus)
Typically 6–9 years of FP&A, business partnering, or commercial finance experience
Advanced financial modeling, scenario analysis, and data storytelling skills
Strong understanding of CSO or service‑oriented business models and cost drivers
Proven ability to influence stakeholders without authority
Experience leading planning processes and cross‑functional initiatives
Comfort improving reporting and planning workflows using advanced Excel features, ERP, FP&A systems, and BI tools