Lead FP&A Analyst

Core Responsibilities

• Lead and own the preparation of consolidation and management reporting, including Board of Directors, Audit Committee, and executive presentation packages, ensuring accuracy, clarity, and executive-readiness.
• Partner with Accounting and External Reporting to ensure consolidated results are accurate and consistent across everything presented internally and externally, aligned to the quarterly close and filing cadence.
• Translate complex financial data into concise, decision-ready narratives and presentations for senior leadership and the Board.
• Lead the revenue forecasting process and variance analysis, partnering with business stakeholders to build and refine models that inform strategic decisions.
• Own recurring forecast cycles (monthly pacing, quarterly forecasts), identifying risks and opportunities and recommending corrective action.
• Support the quarterly close process, including tie-outs between planning and accounting systems.
• Administer Adaptive Planning, including models, dimensions, versions, and security roles; build, maintain, and improve financial models and reporting processes across planning and ERP systems such as Workday Adaptive Planning and NetSuite.
• Drive automation and systems improvements, identifying opportunities to streamline recurring reporting and close-cycle workflows.
• Partner cross-functionally with Accounting, Systems, and business teams to ensure data integrity and alignment.

  Qualifications

  • 6+ years of FP&A, corporate finance, or related experience, ideally at a publicly traded company.
  • Demonstrated experience with consolidation reporting and Board / Audit Committee reporting.
  • Strong revenue forecasting and financial modeling background.
  • Advanced proficiency in Excel (complex modeling, large datasets) and PowerPoint (executive-level presentations).
  • Systems-savvy with the ability to learn and optimize planning and ERP platforms; experience with Workday Adaptive Planning and/or NetSuite a strong plus.
  • Business acumen with the ability to multitask, prioritize, and move quickly with limited direction while maintaining accuracy on executive-facing deliverables.
  • Excellent communication skills, translating technical detail into plain-language insight for varied audiences.