FP&A Business Partner – PSS (Hub & Copay)

Responsibilities

• Own the Business Financials
• Lead end-to-end financial oversight for PSS (Hub & Copay)
• Translate operational drivers into revenue, cost, and margin outcomes
• Provide clear insights on performance, risks, and opportunities
• Maintain direct ownership of the business unit income statement and underlying drivers (volume, pricing, cost structure)
• Drive Forecasting & Performance
• Personally build and update forecast models, including key client-level assumptions and roll-ups
• Lead monthly Budget vs. Actual (BvA) analysis, including root cause investigation and clear articulation of drivers
• Improve forecast accuracy and transparency across the business
• Influence Decisions & Improve Margins
• Regularly review and explain margin performance at both aggregate and program/client levels
• Identify and drive opportunities to improve financial performance
• Partner with leadership on pricing, volume, and cost decisions
• Build and support business cases to support investment initiatives proposed by the BU
• Build & Scale the FP&A Function
• Establish structure and priorities for a growing FP&A team
• Directly manage an existing contractor supporting reporting and forecasting; an FP&A Analyst will be added after this role is onboarded
• Initially operate in a lean environment with limited leverage, requiring direct execution of core deliverables
• Improve reporting, reduce manual work, and drive automation by partnering with FP&A team to build out future FP&A tools (planning tools, AI, etc.)
• Be a True Business Partner
• Work directly with Directors and VPs to support decision-making
• Translate complex financial data into clear, actionable insights
• Build strong credibility and influence across the organization
• Serve as the primary source of truth for financial performance, with the ability to confidently explain results and assumptions in detail

Qualifications

• 10+ years of experience in FP&A, corporate finance, or similar
• Proven ownership of financials for a complex business unit
• Strong modeling, forecasting, and analytical skills (both standard and ad-hoc analysis)
• Ability to operate both strategically and in the details
• Experience building or managing small, high-impact teams
• Strong communication and business partnership skills
• Demonstrated willingness and ability to remain hands-on in a leadership role
• Prior experience implementing FP&A tools or AI solutions (nice to have)