Overview
This role combines Financial Planning & Analysis (FP&A), financial systems administration, data integration/validation, executive reporting, and the responsible use of modern AI tools.
The position supports a $1B+ B2B services organization providing telephone-based interpretation solutions for clients whose customers need language access support.
Responsibilities
- Own budgeting and forecasting activities, including annual budget, quarterly forecast, long-range planning, scenario planning, and target-setting; ensure assumptions, projections, and source data are accurate, complete, and well documented.
- Build and maintain financial models, variance analyses, trend reporting, and performance dashboards to explain business drivers and support informed decisions.
- Administer and serve as a power user for Prophix (or a comparable corporate performance management platform), including model maintenance, user/security administration, data loads, testing, upgrades, documentation, and troubleshooting.
- Integrate and validate financial and operational data with cross-functional teams (Finance, IT, Sales, Payroll, and others). Reconcile and validate data from Microsoft D365 Finance & Operations, Salesforce CRM, data warehouse sources, and related reporting tools.
- Create recurring and ad hoc reports using tools including Excel, Prophix, Power BI, Management Reporter, and SQL/SQL-like queries; present insights in a clear, business-oriented format.
- Develop executive-ready PowerPoint decks for senior leadership, including operating reviews, budget and forecast packages, board-style materials, and strategic decision support.
- Use approved AI tools (including ChatGPT or similar platforms) to support analysis, reporting commentary, documentation, troubleshooting, presentation drafting, formula/query assistance, automation ideas, and process improvements—while applying strong judgment and validation.
- Participate in cross-functional partnerships with senior leaders, department managers, IT, Sales Operations, Accounting, external vendors, and other stakeholders to deliver reliable reporting and planning support.
- Maintain, enhance, and administer FP&A planning models, reporting structures, workflow processes, user access, and system documentation.
- Prepare and analyze budgets, forecasts, actuals, KPIs, revenue trends, cost drivers, headcount, margins, and other business performance metrics.
- Extract, transform, reconcile, and validate data from D365 F&O, Salesforce CRM, data warehouse tables, and other enterprise sources.
- Use SQL, SQL-like query tools, Power BI, Management Reporter, and Excel to obtain data, investigate discrepancies, and build reliable reporting datasets (this role does not require software engineering, but does require practical comfort with database concepts and data retrieval).
- Use AI responsibly by protecting confidential data, validating AI-assisted outputs, documenting assumptions, and using human judgment before relying on AI-generated analysis, code, commentary, or recommendations.
- Support monthly close analysis, management reporting, audit requests, and special projects as needed.
- Research and resolve data discrepancies, system errors, integration issues, and reporting problems using structured problem-solving and business judgment.
- Create and maintain standard operating procedures, data definitions, control documentation, training materials, presentation templates, and AI-assisted workflow guidance for FP&A systems and reporting processes.
- Communicate financial results, risks, opportunities, and recommendations to finance leadership and business stakeholders in a concise, actionable, presentation-ready manner.
Required Qualifications
- Master’s degree in Finance, Accounting, Economics, Business Analytics, Information Systems, or a related field, or equivalent practical experience.
- Five or more years of progressive experience in FP&A, financial analysis, corporate finance, finance systems, business intelligence, or a closely related role.
- Strong budgeting, forecasting, financial reporting, variance analysis, and financial modeling skills.
- Advanced Excel skills, including complex formulas, data manipulation, model design, and mastery of large workbooks.
- Expert-level Microsoft PowerPoint skills, including executive-grade deck design, storyboarding, chart and table formatting, clean visual hierarchy, concise financial storytelling, and the ability to convert complex analysis into polished presentations.
- Practical experience using modern AI tools—especially ChatGPT or similar generative AI platforms—to improve productivity, analysis, reporting, documentation, communication, and problem solving in a professional setting.
- Ability to use AI responsibly with confidential business and financial information, including appropriate data protection, review/validation, and escalation when outputs are uncertain or material.
- Hands-on experience with an FP&A/CPM platform such as Prophix, Jedox, Board, Adaptive Planning, Hyperion, Anaplan, OneStream, or similar (Prophix experience strongly preferred). Significant knowledge of ERP/financial systems, preferably Microsoft Dynamics 365 Finance & Operations, and the ability to understand financial data flows, chart of accounts, dimensions, hierarchies, and reporting structures.
- Practical familiarity with database structures and data-query tools, including the ability to read or write basic SQL or work with SQL-like query/reporting environments to obtain, validate, and reconcile data.
- Experience working with CRM, data warehouse, or BI/reporting data, preferably including Salesforce and Power BI or similar tools.
- Excellent analytical, organizational, documentation, communication, presentation, and stakeholder-management skills.
- Ability to manage multiple priorities, work independently, and deliver accurate work in a deadline-driven environment.
Preferred Qualifications
- Experience in a B2B services, healthcare, contact center, subscription, usage-based business model.
- Experience administering cloud-based planning systems, including data integrations, workflow, security, user training, application maintenance, upgrades, and testing.
- Experience with Salesforce data, financial data warehouses, Power BI semantic models, Microsoft Management Reporter, or comparable reporting tools.
- Experience preparing executive business reviews, board-facing materials, lender/investor presentations, or other senior-leadership financial presentation packages.
- Experience using AI coding or agentic development tools (Codex or similar considered a significant plus) to assist with SQL, reporting logic, Excel/Power Query/Power BI calculations, documentation, testing scripts, automation prototypes, or collaboration with IT/data teams; experience using AI-assisted workflows to improve finance operations, reporting packages, planning processes, reconciliation routines, or knowledge management.
- Master’s degree in Finance, Accounting, Analytics, Information Systems, or a related field. CPA, CMA, CFA, FPAC, or similar professional certification highly valued.
Compensation & Benefits
- Location: US CA Monterey Headquarters and US (Remote)
- Salary Range: $110,000 to $120,000.00 USD annually
- Bonus Potential: This role is eligible for bonus potential.
- Benefits: Comprehensive benefits package including medical, dental, vision, and a 401(k) plan.
Note: Candidates hired in other locations will receive the pay range associated with that location; the annualized salary offered will be reflected in the offer letter.
Location
Work Authorization
For U.S. positions: Candidates must be authorized to work in the US without the need for visa sponsorship. At this time, Teleperformance Specialized Services Companies does not offer visa sponsorship for this position.
Application Timing
This requisition was unfrozen due to business needs and applications will be accepted 180 days from the date it was reposted. The organization expects to accept applications for 60 days from the posting date.
Equal Opportunity / Compliance
- Equal Opportunity Employer: all qualified applicants will receive consideration for employment without discrimination.
- Disability accommodations: the employer provides reasonable accommodations for qualified individuals with disabilities.
- VEVRAA Federal Contractor: requests priority referrals of protected veterans.
- Pay transparency nondiscrimination provision (41 CFR 60-1.35(c)): the contractor will not discriminate against employees or applicants for inquiring about, discussing, or disclosing their own pay or the pay of another employee/applicant in accordance with the provision.