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The Senior FP&A Analyst is a key member of the finance team, responsible for driving financial planning, forecasting, and analysis activities that support executive decision-making and strategic business goals. This role partners with cross-functional leaders to evaluate business performance, identify growth opportunities, and ensure the financial health of the organization.
Job Responsibility:
Lead budgeting, forecasting, and long-range planning processes for the company or specific business units
Analyze financial results, consolidate variance explanations, and present executive summaries to senior leadership
Build and maintain complex financial models, projections, and dashboards for scenario analysis and performance tracking
Collaborate with business units to evaluate investment opportunities, monitor key metrics, and support strategic initiatives
Prepare and deliver management reporting packages, including month-end, quarter-end, and ad hoc reports
Support the development and enhancement of FP&A systems, tools, and best practices
Drive process improvements for efficiency and data accuracy within the FP&A function
Serve as a finance business partner, providing actionable insights and guidance on financial impacts of business decisions
Assist with board presentations, annual planning cycles, and ad hoc strategic projects as needed
Requirements:
Bachelor’s degree in Finance, Accounting, or a related field
4+ years of relevant FP&A or financial analysis experience required
Advanced proficiency in Microsoft Excel and experience with financial planning/reporting tools (such as Hyperion, SAP, Oracle, NetSuite, or Workday)
Strong understanding of financial statements, forecasting, and modeling techniques
Excellent analytical, organizational, and communication skills
Proven ability to work in a fast-paced environment, manage multiple priorities, and collaborate cross-functionally
Nice to have:
MBA or relevant certification (e.g., CFA, CPA) preferred