About the job
Reporting to the Senior Manager of FP&A, North America, this highly visible role supports budgeting, forecasting, management reporting, financial modeling, and business performance analysis across a complex, multi-entity organization. The Senior FP&A Analyst translates financial and operational data into clear insights, recommendations, and executive-ready communications.
The role is intentionally designed for the next generation of FP&A. In addition to strong core finance capabilities, the analyst will identify, build, and sustain AI-enabled and automated solutions that reduce manual effort, improve cycle time, strengthen controls, and make planning and reporting more scalable. The successful candidate will combine financial judgment, business partnership, technical curiosity, and disciplined implementation.
Key Responsibilities
Financial Planning, Forecasting & Performance Management
- Coordinate and support annual budgets, long-range plans, rolling forecasts, and latest-estimate cycles for North America business units and entities.
- Analyze current and historical financial performance, monitor variances, identify trends and risks, and recommend actions to management.
- Develop financial projections, driver-based models, and scenario and sensitivity analyses to evaluate impacts on earnings, cash flow, investment returns, and growth.
- Understand key business-unit operating metrics and value drivers; connect operational performance to revenue, margin, operating expense, working capital, and cash outcomes.
- Partner with business leaders to review results, challenge assumptions, improve forecast quality, and support data-driven decisions.
- Support month-end and quarter-end close activities for service and holding-company entities, including analysis, commentary, and management reporting.
- Consolidate information from multiple business units, systems, and data formats into cohesive regional insights.
Management Reporting & Business Partnership
- Prepare accurate, concise, and executive-ready reporting packages, presentations, variance commentary, and decision-support materials.
- Present and discuss business trends, performance drivers, risks, opportunities, and recommended actions with finance and business stakeholders.
- Complete ad hoc analyses for evolving business needs, including pricing, requests for proposal, cost structures, capital expenditures, productivity, and investment opportunities.
- Build trusted cross-functional relationships and translate complex financial findings into practical business actions.
AI, Automation & Digital FP&A
- Identify recurring, rules-based, or data-intensive FP&A activities that can be simplified, standardized, automated, or enhanced with AI.
- Design, test, document, and maintain AI-enabled and automated workflows for reporting, forecasting, variance analysis, commentary development, data validation, and presentation preparation.
- Use Microsoft 365 Copilot and related tools responsibly to accelerate analysis and communication while maintaining human review, confidentiality, accuracy, and financial controls.
- Partner with Finance, IT, data owners, and business teams to improve data quality, system integration, master-data consistency, and reporting governance.
- Create clear process documentation, control points, user guidance, and reusable standards so automations are durable, auditable, and transferable.
- Monitor solution performance and adoption, resolve issues, and continuously improve workflows based on user feedback and business needs
- Act as an AI and automation champion within FP&A by sharing practical use cases, promoting responsible adoption, and helping colleagues build digital fluency
Set yourself apart
Required Qualifications
- Bachelor's degree in Finance, Accounting, Economics, Business, Data Analytics, or a related field.
- 5-7 years of progressive experience in FP&A, corporate finance, financial analysis, or a similar role.
- Demonstrated experience supporting budgets, forecasts, management reporting, variance analysis, and financial modeling in a complex organization.
- Advanced Excel and financial modeling skills; candidates should be prepared to complete a practical modeling exercise during the interview process.
- Experience working with multiple data sources and formats and converting them into reliable, decision-useful analysis.
- Strong analytical judgment, attention to detail, ownership, and a results-oriented approach.
- Excellent written, verbal, and presentation skills, including the ability to create polished PowerPoint materials and communicate with senior leaders.
- Ability to manage recurring deadlines and multiple priorities while maintaining accuracy and responsiveness.
Preferred Qualifications
- Experience in a multi-site or multi-entity organization and in consolidating business-unit results into regional or company-wide insights.
- Hands-on experience with Microsoft 365 Copilot, Power BI, Power Query, Power Automate, or comparable AI and workflow-automation tools.
- Experience with D365, OneStream, enterprise planning systems, ERP platforms, or financial data models.
- Working knowledge of responsible AI practices, data privacy, access controls, model limitations, and the need for human validation of AI-generated outputs.
- Experience building dashboards, automating recurring reporting, or improving planning and close processes.
- Professional certification or advanced degree, such as CPA, CMA, CFA, or MBA, is a plus.
