10756 - Budget & Financial Planner

HAEA is seeking an experienced Budget and Financial Planner to support Key Account Management by owning planning, forecasting, and monthly financial management for all IT OPEX and G&A budget items across the North America CBUs that HAEA provides services to. This role partners closely with CBU stakeholders, IT service owners, Procurement, and Finance to drive budget accuracy, timely accruals, clear cost visibility, and disciplined spending governance. The successful candidate will be comfortable managing multiple budgets and workstreams simultaneously, translating operational plans into financials, and delivering executive-ready reporting, variance analysis, and actionable recommendations. 

ESSENTIAL FUNCTIONS 

• Own end-to-end planning, forecasting, and monthly close support for IT OPEX and G&A budgets across all North America CBUs supported by HAEA. 
• Develop annual operating plans (AOP) and rolling forecasts; identify risks and opportunities and recommend corrective actions. 
• Deliver monthly variance analysis (actuals vs. budget/forecast), including root-cause narratives and executive-ready dashboards. 
• Manage accruals, prepaids, and reclasses in partnership with Finance to ensure accurate period accounting and timely close. 
• Partner with IT leaders/service owners to validate demand assumptions, consumption drivers, and cost models (e.g., run-rate, allocations/chargebacks, and unit-cost views where applicable). 
• Support procurement and vendor spend management by reviewing and validating purchase orders, invoices, renewals, statements of work, and contract financial terms, track commitments against budget. 
• Maintain budget governance routines (spend reviews, approvals, forecast refresh cadence) and improve processes/controls to increase accuracy and transparency. 
• Track financial performance for key initiatives and projects (budget, forecast, milestones, and benefit realization) and communicate status to stakeholders. 
• Prepare and present materials for leadership reviews, including quarterly business reviews (QBRs) and ad hoc analyses. 
• Build and maintain documentation (budget assumptions, processes, templates, and standard operating procedures) to ensure repeatable, audit-ready practices. 

This job description is not designed to cover or contain a comprehensive listing of the activities, duties, or responsibilities required for this position. Duties, responsibilities, and activities may change at any time, with or without notice. 

• Bachelor’s degree in finance, Accounting, Business, Economics, or a related field (or an equivalent combination of education and experience). 
• 5+ years of experience in budgeting/financial planning & analysis (FP&A), including ownership of operating expense (OPEX) budgets; experience supporting IT organizations strongly preferred. 
• Demonstrated experience managing IT OPEX and G&A spend categories (e.g., software/SaaS, services/contractors, telecom, maintenance/support, and other indirect costs). 
• Create and maintain a CBU-level OPEX/G&A billing tracker as the single source of truth (budget, IO/coding, billing period, amount, invoice owner, status, and key dates), and institute a regular review cadence to ensure invoices are prepared, coded correctly, and submitted on time. 
• CBU billing oversight (OPEX & G&A): Provide CBU-specific billing oversight for OPEX and G&A budgets, including invoice readiness checks, IO coding/allocation validation, budget tracking, and clear status reporting to KAM leadership and cross-functional partners. 
• Advanced Excel skills; proficiency in Microsoft Office. Experience with ERP/finance tools and reporting platforms (e.g., SAP, Oracle, Workday, Power BI) is a plus. 
• Strong analytical and financial modeling skills with ability to translate data into clear, executive-facing insights and recommendations. 
• Strong stakeholder management and communication skills; comfortable partnering with IT leaders, Procurement, and Finance. 
• Project management experience managing multiple workstreams, timelines, and dependencies; formal certification (PMP, PRINCE2, or equivalent) preferred. 
• CPA preferred. 

• Passion for Technology: We are enthusiastic about emerging technologies and their potential to transform the automotive industry. 
• Agility: We work in an agile environment, adapting quickly to changes and continuously improving our processes. 
• Teamwork: We believe in the power of teamwork and collaboration, supporting each other to achieve common goals. 
• Growth: We prioritize personal and professional growth, offering opportunities for learning and development. 
• Inclusivity: We maintain an inclusive culture where diverse perspectives are valued and everyone feels welcome. 

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