FP&A Specialist - DCM

Duties & Responsibilities

• Support the development of annual budgets, quarterly forecasts, and long-term financial plans, ensuring alignment with business strategy and customer-focused outcomes
• Maintain and enhance financial models for revenue, expenses, and headcount planning with a focus on accuracy, scalability, and innovation
• Analyze budget and forecast vs. actual results; deliver clear variance explanations and actionable insights to support accountable decision-making
• Identify financial trends, risks, and opportunities to optimize performance and improve operational efficiency
• Collaborate cross-functionally with department leaders and operational teams to integrate business insights into financial plans and forecasts
• Communicate financial results, forecasts, and key insights to leadership in a clear, concise, and authentic manner
• Serve as a trusted, collaborative advisor by translating complex financial concepts into actionable recommendations
• Develop, track, and report on key performance indicators (KPIs), including bookings and ARR metrics relevant to a SaaS/subscription-based model
• Support month-end close processes, including reviewing revenue recognition (recurring and hardware) and assisting with professional services revenue tracking
• Prepare and distribute departmental budget vs. actual reports following close cycles
• Partner with Operations to monitor project financial performance, including profitability, utilization, and capacity planning
• Participate in project status meetings and follow up on financial action items to ensure accountability
• Identify and implement process improvements to enhance the efficiency, accuracy, and agility of financial planning and reporting workflows
• Enhance reporting tools and systems to support scalable, data-driven decision-making in a technology-driven utilities environment

Required Skills & Experience

• Bachelor’s degree in Finance, Accounting, or a related field
• 2–5 years of experience in FP&A, accounting, financial operations, or a similar role
• Strong financial modeling and analytical capabilities with attention to detail and accuracy
• Solid understanding of accounting principles, including revenue recognition
• Advanced proficiency in Microsoft Excel and experience working with large datasets
• Ability to communicate financial information clearly to non-finance stakeholders in a collaborative and customer-centric manner
• Strong organizational and time management skills, with the ability to manage multiple priorities effectively
• Proactive, agile mindset with a focus on continuous improvement and innovation
• High level of accountability and ownership in delivering accurate, timely results