Advisor FP and A

The Financial Advisor - FP&A acts as a critical strategic partner to business leaders and their teams, driving data-backed decision-making across the organization. Reporting directly to the Director of FP&A, this role is responsible for executing the annual budgeting process, forecast cycles, strategic plan and for building financial analyses and models for varied aspects of the company. The ideal candidate will conduct deep-dive variance analyses to uncover key operational performance drivers, translating financial metrics into clear, actionable stories for leaders. Additionally, this individual will proactively identify and implement process improvements to optimize workflows, increase data accuracy, and enhance overall financial

agility.

Key Responsibilities

1. Financial Analysis and Strategic Support

Analytical Support: Provide high-quality, financial modeling and analysis to support

key business partners, translating business performance into actionable insights.

Decision Support: Develop and maintain financial models to support strategic

initiatives, investment decisions, and measurable bottom-line impact.

Long-Term Strategy: Assist in the development of comprehensive long-range financial

plans and forecasts, linking them to Orgills overall strategic goals.

2. Budgeting, Forecasting, and Reporting

Budgeting & Forecasting: Execute and support the company-wide annual budgeting,

quarterly forecasting, and multi-year strategic planning processes.

Performance Management: Conduct detailed variance analysis, track Key Performance

Indicators (KPIs) and prepare timely and accurate management reports.

Process Improvement: Support the continuous evaluation and standardization of core

FP&A processes, including headcount and overhead analysis, to achieve maximum

efficiency.

3. Financial Systems Support

System Optimization: Support the optimization of FP&A processes within the Oracle

Financials environment, partnering with Accounting and Technology teams on system

enhancements and data integrity.

Skills & Qualifications

Education: Bachelors degree in finance, Accounting, or a related field; a Masters

degree or CPA is preferred.

Experience: 4-6 years of progressive experience in Financial Planning & Analysis.

Technical Savvy: High proficiency in advanced financial modeling, budgeting, and

forecasting tools. Strong working knowledge of ERP systems (e.g., Oracle) and data

visualization tools (e.g., Tableau, Power BI).

Strategic Communication: Excellent communication, presentation, and interpersonal

skills, with the proven ability to distill complex financial concepts into clear, actionable

recommendations for leadership.

Analytical Drive: Demonstrated ability to work independently, manage multiple

complex priorities and drive continuous process improvement initiatives.