Financial Planning and Analysis (FP&A)

Key Responsibilities:

1. Financial Planning & Forecasting:
   

   
   
   • Develop, maintain, and improve financial models to support short- and long-term forecasting.
     
   • Prepare annual budgets and quarterly forecasts by collaborating with department heads.
     
   • Analyze trends and variances in key performance indicators (KPIs).
     

2. Performance Analysis:
   

   
   
   • Conduct financial analysis to evaluate company performance against budgets and forecasts.
     
   • Prepare detailed variance analysis reports (actual vs. budget/forecast).
     
   • Identify risks and opportunities and provide actionable recommendations to senior leadership.
     

3. Financial Reporting:
   

   
   
   • Prepare and deliver monthly, quarterly, and annual financial reports for internal stakeholders.
     
   • Create dashboards and visualizations to communicate financial insights effectively.
     
   • Support board presentations and investor relations materials as required.
     

4. Strategic Planning:
   

   
   
   • Assist in the development of long-term strategic plans, including scenario analysis.
     
   • Evaluate the financial impact of strategic initiatives, such as new product launches or market expansions.
     
   • Support mergers, acquisitions, and other investment decisions with in-depth financial analysis.
     

5. Cost Management:
   

   
   
   • Monitor and analyze operating expenses to identify cost-saving opportunities.
     
   • Partner with business units to ensure financial targets are met.
     

6. Cross-Functional Collaboration:
   

   
   
   • Work closely with accounting teams to ensure accurate financial reporting and adherence to compliance standards.
     
   • Collaborate with operations, marketing, and sales to understand business drivers and align financial goals.
     

7. Process Improvement:
   

   
   
   • Automate and streamline financial processes to increase efficiency and accuracy.
     
   • Implement and maintain financial planning tools and software.