Financial Planning and Analysis Lead

1 month ago


West Haven, United States Vaco Full time

Our client is looking for an FP&A (Financial Planning and Analysis) Lead, you will play a pivotal role in shaping and driving the financial strategy of their organization. Your insights and strategic recommendations will directly influence key business decisions and drive sustainable growth.
Key Responsibilities:
  1. Financial Planning and Forecasting: Lead the annual budgeting process and monthly forecasting activities. Ensure accuracy and alignment with strategic objectives.
  2. Financial Analysis: Conduct insightful analysis of financial performance against budget, forecast, and prior year. Identify trends, opportunities, and potential risks. Provide actionable recommendations.
  3. Business Partnering: Collaborate with cross-functional teams (e.g., Sales, Operations, Marketing) to provide financial insights, support decision-making, and drive profitability.
  4. Reporting and Presentation: Prepare and present financial reports and analysis to senior management and stakeholders. Translate complex financial data into clear, concise presentations.
  5. Process Improvement: Continuously evaluate and improve financial processes and systems to enhance efficiency, accuracy, and transparency.

    Qualifications:
  • Bachelor's degree in Finance, Accounting, Economics, or related field.
  • Power BI experience is a must
  • Proven expertise in financial modeling, forecasting, and analysis.
  • Strong understanding of financial statements and GAAP principles.
  • Advanced proficiency in Excel; experience with financial planning software (e.g., Adaptive Insights, Anaplan) a plus.
  • Excellent communication skills with the ability to present complex financial information clearly and effectively.


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