We are seeking an experienced and proactive FP&A Lead to join our team temporarily. In this role, you will be responsible for leading key parts of the budgeting process, supporting the migration to a new cost center structure, and facilitating the transition to an upgraded FP&A tool. The ideal candidate will bring deep expertise in financial planning & analysis, strong project management skills, and a hands-on approach to implementing financial systems and structures.
What you'll do
Budgeting Process:
Lead key parts of the annual budgeting cycle across multiple departments.
Work closely with business leaders to ensure financial projections align with company goals.
Prepare, review, and analyze detailed budgets, forecasts, and financial plans for key areas.
Provide recommendations for cost optimization and revenue growth strategies.
Migration to New Cost Center Structure:
Assist in the transition to a new cost center structure, ensuring proper alignment with organizational goals.
Work cross-functionally with departments to ensure smooth migration of cost centers.
Provide training and guidance on the new cost center structure and ensure accurate data mapping.
FP&A Tool Implementation & Migration:
Lead the migration from the current financial system to the new FP&A tool.
Ensure the tool is configured to reflect the new cost center structure and budgeting processes.
Assist in the integration of data from various systems into the new FP&A tool.
Provide training to internal teams on using the new tool for reporting and financial analysis.
Reporting & Analysis:
Develop reports and dashboards in the new FP&A tool to monitor performance against budget and forecast.
Analyze and interpret financial data, identifying trends and variances to provide actionable insights to stakeholders.
Support senior management in strategic decision-making by providing financial models and reports.
Project Management & Communication:
Lead project planning and timelines related to budgeting, cost center migration, and tool implementation.
Collaborate with cross-functional teams, including IT, finance, and business stakeholders, to ensure successful execution.
Communicate progress, risks, and issues to senior management in a timely manner.
What you'll need
Education: Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA or CPA is a plus).
Experience:
Minimum of 5-7 years in FP&A, finance, or accounting roles with at least 3 years in a leadership position.
Proven experience in budgeting, forecasting, and financial modeling.
Experience with FP&A system/tool implementation or migration (e.g., Adaptive Insights, Anaplan, Workday, etc.).
Strong understanding of cost center structures and financial reporting.
Skills:
Excellent proficiency in Excel (advanced financial modeling, pivot tables, macros).
Strong analytical and problem-solving skills.
Excellent communication and stakeholder management abilities.
Ability to work under tight deadlines and manage multiple priorities.
Prior experience in managing projects and teams.
Desired Attributes:
Strong ability to adapt to new financial systems and tools.
High attention to detail with a focus on accuracy.
Comfortable working in a fast-paced, evolving environment.
Strong leadership skills, with a collaborative and hands-on approach to problem-solving.