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As part of the talented FP&A team, you will split your time between traditional FP&A work (forecasting, budgeting, and financial reporting) and leading our team’s transformation into a more data-driven organization. You’ll be the go-to person for Power BI, helping us unlock insights, automate processes, and create dashboards that give our business a clearer view of performance. You will be partnering with Finance, IT, and commercial teams to enhance data connectivity, streamline processes, and deliver dashboards used at every level of the organization.
Job Responsibility:
Lead forecasting, budgeting, variance analysis, and financial reporting processes, delivering insights to senior leadership
Serve as the Power BI champion, building scalable dashboards, data models, and visualizations that bring clarity to complex business data
Own key financial and operational KPIs by developing and maintaining high-quality analytic models
Partner with IT and business teams to design and connect data lakes with key systems, including Oracle Fusion, Salesforce, Sales Optima, and others
Drive data governance and quality, ensuring reliable, well-documented, and trusted data sources for decision-making
Analyze and improve current FP&A processes, identifying opportunities for automation, efficiency, and standardization
Support pricing, marketing, and sales analytics, giving commercial teams better tools to measure performance and drive results
Lead or support cross-functional analytics projects that enhance visibility and strategic insights
Translate complex analysis into simple, compelling stories for non-financial stakeholders
Mentor colleagues on Power BI and analytics best practices, raising the team’s data capabilities
Provide support to management for ad hoc analytical requests and presentations
Requirements:
Bachelor’s degree in Finance, Data Analytics, Economics, or related field
5–7 years of experience in FP&A, business analytics, or a similar role
Advanced Power BI skills (data modeling, DAX, Power Query, dashboard development)
Strong financial analysis skills: forecasting, budgeting, variance analysis, and reporting
Experience working with data lakes, integrations, or scalable data solutions
Strong communication skills with the ability to present insights clearly using data storytelling skills and the ability to influence stakeholders
Strong project management capability with the ability to lead initiatives
Demonstrated ability to lead initiatives, improve processes, and operate with strong attention to detail
Detail-oriented, curious, and proactive in improving processes and challenging assumptions
Nice to have:
Exposure to pricing, marketing, or sales analytics
Familiarity with enterprise systems such as Oracle Fusion, Salesforce, and Sales Optima
Advanced Excel skills
SQL/ETL familiarity
Microsoft Power BI Certification
SQL/ETL or data engineering certifications
CFA, CPA, or similar finance designation
What we offer:
annual discretionary bonus
medical
dental
vision
paid vacation
401k (up to 4% match)
Health Savings Account (with company contribution)