Overview
A leading organization is seeking a Lead Financial Planning & Analysis (FP&A) Analyst to join their Finance team. This role is suited for an experienced FP&A professional with strong analytical skills, a passion for data-driven insights, and the ability to collaborate across Finance and Technology to enhance enterprise decision-making.
The Lead FP&A Analyst will play a key role within the FP&A Center of Excellence, supporting enterprise-wide financial planning, forecasting, performance management, and executive reporting. This position partners closely with Finance leadership and cross-functional stakeholders to deliver high-quality financial insights, develop scalable reporting solutions, and continuously improve tools, processes, and data models that support financial performance management.
Responsibilities
- Serve as a subject matter expert in Business Intelligence, specifically Power BI, with hands-on responsibility for designing, building, and delivering reports and dashboards.
- Ensure alignment across financial data, reporting standards, and business requirements.
- Act as the Finance business partner to IT and HR, managing forecasting, budgeting, and financial analysis activities.
- Support strategic planning and decision-making across IT and HR functions.
- Gather ongoing user feedback to identify opportunities for enhancements or improvements.
- Lead and support enterprise FP&A activities including forecasting, budgeting, variance analysis, and long-range planning.
- Own and continuously improve monthly management reporting, executive dashboards, and Board-level materials, ensuring accuracy, consistency, and a strong narrative.
- Collaborate with business and process owners to align financial reporting with end-to-end business processes.
- Develop documentation, training, and change-management materials to support system enhancements and reporting adoption.
- Identify opportunities to streamline processes, improve data quality, and enhance reporting efficiency through automation and standardization.
Requirements
- Bachelor’s Degree in Business Management, Finance, Accounting, or Economics.
- Minimum of 5 years of relevant FP&A experience.
- Familiarity with accounting principles, GAAP, consolidations, and system flow.
- Experience partnering with senior leaders.
- Extensive functional and business knowledge.
- Proven ability to develop and implement financial systems and reporting tools.
- Demonstrated success in producing and maintaining enterprise-wide forecast processes.
- Experience leading people in functional processes and programs.
- Excellent oral, written, and presentation skills with the ability to deliver confident and results-oriented communications.
- Strong collaboration skills to drive team efforts in improving financial performance and strategic decision-making.
Compensation & Benefits
- Annual salary range: $82,636.00 - $137,731.00 (base pay varies based on experience, skills, and education).
- Profit-sharing and Employee Stock Ownership Plan (ESOP).
- Five days per year of paid Community Service Time.
- Commitment to environmental stewardship.
- Stable, growing organization with a no-layoff philosophy.
Location
Additional Information
- Sponsorship for employment authorization or immigration-related support is not available for this position.
- The organization is an Equal Opportunity Employer and welcomes all applications regardless of race, color, religion, sex, age, national origin, disability, veteran status, or other protected characteristics.
- Candidates who do not meet all posted requirements are encouraged to apply; alternative roles may be suggested based on strengths and experience.
- Current associates or temporary associates should apply via their internal career account.