The FP&A Professional will own
the company's weekly financial planning and analysis cycle across all three geographies. This role is
responsible for maintaining and forecasting our core financial models, ensuring airtight reconciliation
between our working models and our system of record (Zoho Books), and converting analytics into
clear, actionable recommendations on pricing, bundling, inventory, and make-vs-buy decisions.
The
role also carries an auditing function — auditing forecasting as well as purchase order and receiving
information, including profitability and pricing — and owns the follow-through on management
decisions: recording management notes, creating and assigning tasks in Zoho Projects, and
documenting outcomes and management commentary on an ongoing basis so that decisions are
driven to results.
Our finance function is built on Zoho Books (accounting system of record), Zoho Analytics
(dashboards and reporting), and Google Sheets (primary modeling environment). The integrity of the
Google Sheets data, a rigorous change log, and continuous reconciliation with Zoho are central to
this role.
Key Responsibilities
1. Weekly Forecasting & Modeling
• Maintain and update the following models on a weekly cadence: the integrated financial model
(across BVI, US, and Thailand entities), the P&L model, the cash flow model, budget vs. actuals
with variance analysis, the pricing model, and the inventory model including inventory
consumption and the reordering model.
• Refresh forecasts based on the latest actuals, order pipeline, and consumption trends.
• Proactively flag risks such as cash shortfalls, margin erosion, stockouts, or overstock ahead of
the weekly cycle where possible.
2. Reconciliation & Data Integrity
• Maintain continuous reconciliation between working models in Google Sheets and the source of
truth (Zoho Books).
• Ensure Google Sheets data is accurate, current, and reconciled with Zoho Books and Zoho
Analytics at all times.
• Maintain a rigorous change log for all model and data changes: what changed, when, why, and
by whom.
• Investigate and resolve discrepancies between systems promptly; document root causes and
fixes.
• Establish and enforce data hygiene standards, including versioning, access control, structured
sheet design, and audit trails.
3. Analytics & Actionable Insights
• Build and maintain dashboards and reports in Zoho Analytics.
• Translate data into concise, decision-ready insights for leadership — recommending actions, not
just reporting numbers.
• Identify trends in sales, margins, costs, and consumption across entities and SKUs.
• Deliver a weekly insights summary alongside the model refresh.
4. Pricing, Bundling & Make-vs-Buy Analysis
• Develop and maintain the pricing model; recommend appropriate price points and adjustments by
SKU, channel, and market.
• Identify and evaluate bundling opportunities to improve margin and velocity.
• Perform make-vs-buy analysis: identify SKUs that can be manufactured directly in-house versus
procured, factoring in landed cost, capacity, lead times, quality, and working capital impact.
• Support sourcing and manufacturing decisions with clear cost-benefit analysis.
5. Auditing
• Perform a regular audit of forecasting: review forecasts against actual outcomes, test the
assumptions and inputs behind each model, and correct systematic errors so forecast accuracy
improves over time.
• Audit purchase order (PO) and goods receiving information: verify that POs, receipts,
quantities, and costs recorded in the systems match reality and reconcile with Zoho Books.
• Extend the audit to profitability and pricing: verify margin calculations, check that actual selling
prices align with the pricing model, and flag SKUs, orders, or customers where realized
profitability deviates from plan.
• Document audit findings, root causes, and corrective actions, and track them through to closure.
6. Management Decision Follow-Through & Documentation
After FP&A-driven management decisions are taken, this role is responsible for ensuring the
decisions translate into action and results:
• Record the management notes from each review or decision meeting accurately and promptly.
• Create the relevant task(s) arising from each decision, with clear deliverables and deadlines.
• Assign each task to the relevant person responsible for execution.
• Create these tasks in Zoho Projects and follow up on them so that results are actually driven,
not just noted.
• Document the outcomes and the management commentary on an ongoing basis, maintaining
a continuous record of decisions, actions, and results as part of the weekly cycle.
Requirements
Application Requirement — Portfolio Video (for candidates with 1.5+ years of FP&A experience)
Candidates with a minimum of 1.5 years of hands-on FP&A experience are encouraged to submit a short video (5–10 minutes) walking through one or more financial models they have built or maintained. This is an opportunity to demonstrate real, practical modeling skill rather than just describe it on a resume.
The video should cover:
- Model structure — how the model is organized (inputs, assumptions, calculations, outputs)
- Purpose and use case — what business decision the model supports (e.g., forecasting, pricing, cash flow, inventory)
- Key logic — a walkthrough of the more complex formulas, scenario/sensitivity analysis, or reconciliation logic
- How it's kept current — how actuals feed in and how the model is updated/maintained over time
Confidentiality: Candidates should feel free to redact or replace any sensitive figures, company names, or proprietary data — the goal is to see structure, logic, and rigor, not real numbers. Dummy data or blurred cells are fine as long as the underlying modeling approach is visible.
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