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The Senior FP&A Analyst will play a pivotal role in transforming our client’s financial planning function into a forward‑looking, strategic capability. This position will own the development of the organization’s 3‑year financial forecast, build the methodology for true project costing of Tier 1 initiatives, and serve as a direct financial partner to senior leadership, including the CEO. This role requires a highly analytical finance professional who is comfortable building models from the ground up, improving planning processes, and presenting insights at the executive level. The ideal candidate brings strong FP&A technical skills, deep experience with NetSuite Planning & Budget, and the ability to translate financial data into actionable recommendations. The Senior FP&A Analyst will have high visibility across the enterprise and will play a key part in shaping future financial strategy.
Job Responsibility:
Build and maintain the organization’s 3‑year financial forecast, including scenario modeling and long‑range planning assumptions
Lead the annual operating budget, ensuring alignment between strategic initiatives and financial targets
Drive quarterly forecast updates
deliver executive‑level variance analysis and insights to senior leadership
Manage and optimize the NetSuite Planning & Budget tool, including Workforce settings, benefit/policy updates, and model enhancements
Develop and implement a true project costing methodology for Tier 1 initiatives, including labor, overhead allocation, and overtime considerations
Partner with PMO, Technology, and Operations to ensure accurate cost capture and financial visibility for enterprise projects
Support budget owners with departmental expense tracking, forecast accuracy, and financial decision support
Perform detailed GL analysis, trend identification, and root‑cause variance reviews
Deliver executive‑ready dashboards, reports, and presentations using Power BI or Tableau
Respond to ad‑hoc financial modeling and analysis requests from the CEO, CARO, and other senior leaders
Maintain and enhance planning models, templates, and documentation
ensure accuracy and consistency across business units
Strengthen financial governance by updating FP&A policies, controls, and narratives
Collaborate with Accounting on budget‑to‑actual alignment and support audit requirements as needed
Lead or support strategic, cross‑functional initiatives with tight deadlines and executive visibility
Provide financial insights that directly influence enterprise decision‑making
Requirements:
Bachelor’s degree in Finance, Accounting, Economics, or related field
5–8 years of progressive experience in FP&A or corporate finance
Strong experience in multi‑year forecasting, budgeting, and financial modeling
Advanced financial modeling and Excel skills
Strong experience in GL analysis and building financial insights
Proficiency with Power BI or Tableau for executive reporting
Understanding of ERP systems, budgeting frameworks, and internal controls
Exceptional communication skills, including the ability to present complex financial concepts to executives
Strong business partnership mindset with the ability to influence without authority
Ability to manage confidential information with integrity and sound judgment
Highly organized, proactive, and able to thrive in a fast‑moving environment
Nice to have:
MBA, CFA, or CPA preferred but not required
Experience with NetSuite Planning & Budget (strongly preferred)
Prior exposure to project costing or financial governance a plus