FP&A Senior Financial Analyst

About the role

The Financial Planning & Analysis (FP&A) Senior Financial Analyst at Valvoline Global Operations is responsible for forecasting, analyzing, and reporting financial results for one or more business units. The business unit responsibilities include analyzing monthly results, creating monthly forecasts, and developing annual and long-range strategic plans. Additionally, the position is responsible for incentive planning metric formation and tracking.

Responsibilities

• Executes financial forecasts/outlook, analysis focusing on key business drivers, and financial reporting based on established periodic cadences, working and proactively communicating with cross-functional teams across the organization.
• Determines methodology on financial modeling, forecasting, and reporting.
• Works with senior management within the business to share and explain business trends and forecasts.
• Analyzes vast amounts of financial and non-financial data and identifies, summarizes, and assimilates trends or stories hidden in the numbers to recommend strategic insights to key decision makers (Finance & Sales leadership).
• Contributes to the plan development of business units.
• Interfaces cross-functionally and sometimes globally with other key parts of the business.
• Oversees and maintains processes driving continuous improvement of the P&L functions, including Unit and P&L forecasting, monthly performance reporting, analysis, strategic and business planning, target setting, and troubleshooting.
• Coordinates the interaction between various operations and the finance system, supporting with Operation KPI setup/tracking, incentive/bonus calculation and verification, and improving financial status by analyzing results, monitoring variances, identifying trends, and recommending actions to management.
• Operational analysis, combining business insight and market trends, considering from a business growth perspective to capture what data is needed to generate reports.

Requirements

• Bachelor's degree in accounting or related financial discipline required.
• Minimum 6+ years of applicable experience in Accounting, Finance, or related field.
• Minimum 3 years of experience in FP&A required.
• Strong team player who embodies humility, drive, and intelligence; collaborates effectively within Finance and across cross-functional teams.
• Strong communication skills, with the ability to effectively engage Valvoline leaders.
• Ability to work under deadline pressure; demonstrates strong learning agility and adaptability in a fast-paced environment.
• Thorough understanding of Generally Accepted Accounting Principles (GAAP) and Generally Accepted Auditing Standards (GAAS).
• Solid project management capabilities.
• Exceptional organizational skills and attention to detail.
• Advanced analytical and data mining expertise, including building, maintaining, enhancing, and interpreting complex Microsoft Excel/Access financial models and sophisticated Power BI dashboards.
• Hands-on experience with SAP ERP, BPC, Workday Adaptive, AFO systems, workflow tools, reporting modules, and data extraction tool sets.
• Strong working knowledge of financial and operational processes.
• Demonstrated ability to identify, design, and implement effective solutions.
• Advanced knowledge across multiple finance functions, with a full understanding of the business unit operating environment.

Qualifications

• Advanced degree in a financial discipline (MBA) is preferred.
• Experience in front-end Microsoft Dynamics CRM and bolt-on CPQ systems.
• CICPA (or CPA certificate) preferred.

Skills

• Strong financial modeling and forecasting skills.
• Excellent communication and collaboration abilities.
• Proficiency in Microsoft Excel, Access, and Power BI.
• Knowledge of SAP ERP, BPC, Workday Adaptive, AFO systems, and other relevant software.

Benefits

• Health insurance plans (medical, dental, vision)
• Health Savings Account (with employer-base deposit and match)
• Flexible spending accounts
• Competitive 401(k) with generous employer base deposit and match
• Incentive opportunity
• Life insurance
• Short- and long-term disability insurance
• Paid vacation and holidays
• Employee Assistance Program
• Employee discounts
• PTO Buy/Sell Options
• Tuition reimbursement
• Adoption assistance