Finance Business Partner

Overview

This role serves as a Finance Business Partner, reporting to the Director FP&A. The position owns relationships with operating or non-operating leadership and acts as a trusted business advisor. Responsibilities include preparing analysis and models and supporting one or more senior leadership team members. The role may also lead ad hoc projects throughout the year, including building models in Adaptive Planning and designing/developing Domo dashboards.

Responsibilities

Manage Financial Information

• Maintain a deep understanding of the global financial data governance model as it relates to the assigned portfolio; propose enhancements to the data model based on business needs and evolve the business model through strong collaboration with business, peer, and corporate leadership stakeholders.
• Monitor and propose enhancements to the KPI reporting strategy to strengthen the accountability model for business owners within owned relationships (corporate leadership, field, and Protiviti staffing leadership).
• Lead and consolidate the Annual Operating Plan (AOP) process within owned executive relationships, including required analysis, templates, reports, and drafted executive presentations.
• Recommend performance targets for AOP and ensure plans are in place to deliver against agreed targets.
• Coordinate with recruiting, compensation, real estate, and procurement processes (as relevant to the assigned portfolio) to ensure spending and investment remain aligned with approved budgets.
• Partner with Corporate Accounting teams to support accounting analyses, including cost rate reviews related to owned business relationships.
• Lead initiatives supporting simplification, FP&A metric conformance, business growth, and productivity.
• Drive process improvements by identifying and leveraging best financial practices across the organization.

Provide Decision Support

• Partner with assigned business leaders (Corporate Services SVPs and EVPs, Operational Presidents, RMDs) to provide information, data, analysis, and insights that enable data-driven, profit-increasing decisions.
• Support senior business leaders in corporate and operational functions, including financial and capital budgeting/forecasting and other high-value analysis.
• Assist senior executive management in monitoring progress against overall long-term strategic plans, using in-depth knowledge of the organization, competitive landscape, trends, and economic and social implications of organizational activities.
• Create and deliver enhanced management reports/dashboards to help business partners understand performance and make informed decisions.
• Work with peer groups and reporting/BI teams to ensure consistency in reporting across peer groups.
• Provide regular feedback and communication on variances between plan and actuals, including projected impact to future results, and respond to inquiries throughout the reporting cycle with timely updates and expert analysis.
• Lead development and delivery support for training senior field leadership in advanced financial concepts, including preparation of models, demos, and training materials.

Talent Management

• Own professional development and career growth by seeking opportunities, obtaining or maintaining active professional certifications and/or licenses, and attending regular internal and external training.
• Build and maintain leadership expertise in the latest technologies and methodologies impacting Financial Planning & Analysis professionals.

Financial Projects

• Participate in approved and ad hoc financial projects as directed.

Financial Regulatory Compliance

• Support requests for information used in internal and external reporting on an ad hoc basis.

Requirements

• Bachelor’s Degree in Accounting, Finance or Business Administration is required.
• Foundational understanding of US GAAP, SEC reporting requirements/guidelines, and Sarbanes-Oxley Act.
• 5+ years’ experience within Corporate FP&A Function; experience in public company, Fortune 500 environment strongly preferred.
• MS Office, including Intermediate/Advanced skills in Excel.
• Excellent planning, organization, analytical, interpersonal, and communication skills.
• Foundational understanding of financial statements and metrics and the ability to translate them into operational goals.
• Ability to manage processes and tasks and meet deadlines.
• Agility to work in an environment with rapidly changing priorities.
• Ability to analyze, prioritize, and synthesize information to deliver timely and effective business impact consistently.
• Good written and oral communication skills and ability to present to Senior Executive Leadership.
• Ability to work collaboratively across a variety of cross-functional teams.

Compensation & Benefits

• Typical annual salary range: $75,000.00 - $112,000.00 (negotiable depending upon experience and location).
• Discretionary annual bonus eligibility.
• Benefits include:
  • Group health insurance benefits (medical, vision, dental)
  • FSA and HSA healthcare accounts
  • Life and accident insurance
  • Adoption and fertility assistance
  • Paid parental leave of up to 6 weeks
  • Short/long term disability
  • Paid time off for vacation, personal needs, and sick time
  • Choice Time Off (CTO): varies based on years of service and is pro-rated based on hours worked per week; a new hire earns up to 17 days of CTO per calendar year
  • Up to 11 paid holidays per calendar year
  • Opportunity to contribute to a 401(k) savings and investment plan or deferred compensation plan (if eligible), with an employer match of 100% on the first 3% of contributions for eligible employees

Location & Additional Information

• Equal Opportunity Employer (M/F/Disability/Veteran).
• Offer of employment is contingent upon successful completion of a background check.
• Recruiters may utilize AI to help with candidate evaluation.

Fair Chance Ordinance (California)

• For positions located in San Francisco, CA: the employer will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance.
• For positions located in Los Angeles County, CA: the employer will consider for employment qualified applicants with arrest or conviction records in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

About the Application Process

Reasonable accommodation: If you believe you need a reasonable accommodation to search for a job opening or to apply, request assistance through the process used by the employer.

Required Email Information (if requesting an accommodation)

• The specific accommodation requested to complete the employment application.
• The location(s) (city, state) to which you would like to apply.