Financial Planning & Analysis - Senior Analyst/Manager

FP&A – Senior Financial Analyst/Finance Manager – Corporate Functions

This role serves as the primary FP&A partner for assigned corporate functions, providing financial planning, reporting, cost management, and decision support. Department leaders retain ownership of their budgets and spending decisions, while this position owns the FP&A process, analysis, documentation, and recommendations that support effective planning and financial management. The role translates departmental priorities, initiatives, staffing needs, and cost drivers into budgets, forecasts, variance explanations, and practical financial recommendations.

Partnership with functional department heads:

• Serve as the primary FP&A partner to assigned corporate functions, supporting department leaders in planning, forecasting, reporting, and financial decision-making.

• Provide financial perspective on departmental priorities, hiring plans, initiatives, and cost management decisions by quantifying financial impacts, challenging assumptions, and developing actionable recommendations.

• Build trusted relationships with department leaders and serve as a proactive advisor on financial performance and planning assumptions.

• Develop a deep understanding of assigned department budgets, cost drivers, recurring spend, and key planning assumptions.

• Proactively monitor budget-to-actual variances and provide department leaders with timely explanations, insights, and recommend follow-up actions.

• Participate in relevant department meetings to stay informed of upcoming initiatives, risks, resource needs, and changes impacting financial plans.

Financial Planning and Forecasting

• Lead the annual budget and quarterly forecast processes for assigned corporate functions.

• Coordinate the development of department-level budgets and forecasts, ensuring key assumptions, business drivers, and supporting rationale are clearly documented.

• Maintain department-level budget support that clearly documents key inputs, assumptions, cost drivers, and rationale used to develop budgets and forecasts.

• Develop and maintain a consistent run/grow classification methodology for assigned functions.

• Partner with department leaders to review assumptions, identify risks and opportunities, and support final budget and forecast submissions.

• Develop clear financial commentary for assigned functions, explaining forecast changes, budget variances, risks, opportunities, and key assumptions.

Performance & Reporting

• Deliver monthly and quarterly variance analysis.

• Prepare quarterly balance sheet and P&L analytics for external audit.

• Prepare executive ready reporting and analytics.

• Ensure reporting is accurate, consistent, and aligned across monthly results, forecasts, budgets, and management reporting.

Cost Management

• Partner with departments to improve cost discipline and resource allocation.

• Provide insights into SG&A efficiency.

• Support allocation methodologies (cap charges).

Process Improvement & Systems

• Drive automation and efficiency in reporting and planning processes.

• Leverage financial systems to reduce manual work and improve insights.

• Develop reporting in conjunction with OneStream, Workday, and other financial systems to improve data visibility and enable department leaders to consume financial information more meaningfully.

• Standardize models, templates, and reporting frameworks.

Qualifications

• Bachelor’s degree in Finance, Accounting, or related field

• 5+ years of FP&A, accounting, corporate finance, or related analytical experience

• Strong financial modeling, forecasting, and variance analysis skills

• Advanced Excel and financial systems proficiency

• Detail-oriented with strong analytical, documentation, and problem-solving skills

• Proven ability to communicate clearly with department leaders and senior management

• Systems-oriented mindset with a focus on process improvement and reporting efficiency