Lead Analyst, Planning & Budgeting

About the role

We are looking for a detail-oriented Financial Analyst to support department-level budget planning, tracking, and reporting. You will partner closely with business and functional leaders to ensure financial visibility, drive accountability, and support data-driven decision-making across the organization.

Responsibilities

• Own and maintain department budgets, including headcount, OpEx, and CapEx tracking across all functional areas
• Build and manage monthly/quarterly budget vs. actuals reporting, with clear variance analysis and commentary
• Monitor cloud service subscriptions to ensure accurate billing, cost allocation, and budget alignment
• Identify budget risks and opportunities; proactively surface issues and recommendations to leadership
• Partner with the department head, Chief of Staff, and team leaders to develop annual operating plans and rolling forecasts
• Prepare financial summaries and presentations for senior stakeholders, translating complex data into clear business insights
• Support month-end close activities in coordination with the finance team
• Develop and continuously improve financial models, dashboards, and reporting templates
• Identify areas of improvement and drive changes in working procedures and processes to increase efficiency and accuracy
• Respond to ad hoc financial analysis requests from business partners with speed and accuracy

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field
• 6-10 years of experience in financial planning & analysis (FP&A) or a related role
• Strong proficiency in Excel (financial modeling, pivot tables, VLOOKUP/INDEX-MATCH)
• Experience with ERP systems (SAP, Oracle, or similar)
• Strong analytical skills with high attention to detail
• Ability to communicate financial data clearly to non-finance stakeholders

Preferred Experience

• With BI tools (Power BI, Tableau, or similar)
• Familiarity with headcount and workforce planning
• Experience in a tech or semiconductor company