Senior FP&A Analyst

Senior FP&A Analyst is responsible for delivering accurate, timely, and insightful financial reporting, forecasting, and analysis in support of business decision-making. This role has a strong emphasis on financial systems, data management, and advanced Excel reporting, utilizing tools such as OneStream (FCC/Financial Close & Consolidation), Oracle EPM, and ERP systems. The successful candidate will serve as a key business partner to Senior FP&A Manager by developing automated reporting solutions, maintaining financial models, and supporting planning and forecasting processes.

Key Responsibilities

Financial Reporting & Analysis

• Prepare and distribute weekly, monthly, quarterly, and annual financial reports for management and business leaders.
• Analyze actual results versus budget, forecast, and prior year performance.
• Identify key business trends, risks, and opportunities through detailed variance analysis.
• Support month-end close activities, including review of revenue, gross margin, SG&A, and EBIT performance.
• Develop executive-level dashboards and KPI reporting packages.

Financial Planning & Forecasting

• Support annual budgeting, strategic planning, and rolling forecast processes.
• Maintain and enhance financial models to support business performance analysis.
• Partner with operational leaders to understand financial drivers and forecast assumptions.
• Prepare scenario modeling and sensitivity analysis for leadership decision-making.

Systems & Data Management

• Serve as a power user for OneStream, FCC, Oracle EPM, and ERP systems.
• Maintain reporting hierarchies, metadata, and financial reporting structures.
• Develop and automate reporting processes to improve efficiency and reduce manual effort.
• Ensure data integrity between source systems and financial reporting platforms.
• Support financial system enhancements, testing, upgrades, and process improvements.

Advanced Excel Reporting

• Develop complex Excel-based reporting tools and financial models.
• Utilize advanced Excel functionality including:
  • Power Query
  • Power Pivot
  • Pivot Tables
  • XLOOKUP
  • INDEX/MATCH
  • VBA Macros (preferred)
  • Data Validation and Automation
• Consolidate and reconcile large data sets from multiple financial systems.
• Design standardized reporting templates and management dashboards.

Business Partnership

• Collaborate with Finance, Accounting, Operations, and Business Unit leadership.
• Respond to ad hoc reporting and financial analysis requests.
• Assist leadership in understanding financial results and operational performance drivers.
• Recommend process improvements to enhance reporting accuracy and efficiency.

Education

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• CMA, or FP&A certification preferred.

Experience

• 3-7+ years of FP&A, Financial Reporting, or Corporate Finance experience.
• Experience in large multinational or matrix organizations preferred.
• Strong background in financial planning, forecasting, and management reporting.

Technical Skills

Required

• Expert-level Microsoft Excel skills.
• Experience with:
  • OneStream
  • Oracle EPM / Hyperion
  • Financial reporting systems
  • ERP platforms (SAP, Oracle, JDE, or similar)
• Strong financial modeling and analytical skills.
• PowerPoint presentation development.

Key Competencies

• Strong analytical and problem-solving abilities.
• Exceptional attention to detail and accuracy.
• Ability to manage large volumes of financial data.
• Strong communication and presentation skills.
• Ability to work independently in a fast-paced environment.
• Continuous improvement mindset with a focus on automation and process efficiency.