Finance Business Analyst FP&A

Key Responsibilities: Partner closely with stakeholders across the CFO organization (FP&A, Controllership, Finance Ops) to gather and document requirements related to planning and forecasting processes. Understand and document existing and target-state KPIs, plan types (e.g., budget, forecast, rolling forecast, long-range plan), and variance reporting structures.

Title: Finance Business Analyst FP&A
Location: Onsite - Dallas, Fortworth, USA
Duration: 6 months

Minimum years of experience needed in the required skills- 3 to 6 years of experience
Minimum over all work experience required - 6 years of experience
Any certification required - Certifications in Planning Tool (Anaplan/ OneStream/ Oracle EPM/ IBM TM1)

Key Responsibilities:

• Partner closely with stakeholders across the CFO organization (FP&A, Controllership, Finance Ops) to gather and document requirements related to planning and forecasting processes
• Understand and document existing and target-state KPIs, plan types (e.g., budget, forecast, rolling forecast, long-range plan), and variance reporting structures
• Translate business needs into clear functional requirements, user stories, and process flows for downstream technical teams
• Facilitate workshops and interviews with finance stakeholders to capture pain points, current-state processes, and desired outcomes
• Map data flows and identify data sources required for forecasting models and variance analysis
• Validate that the POC design aligns with CFO office expectations before handoff to build/development teams
• Support UAT and iterative feedback cycles as the POC evolves
• Create clear documentation (requirement specs, process maps, KPI glossaries) that downstream teams can rely on without repeated clarification

Required Skills & Experience:

• 3 6 years of experience as a Business Analyst, preferably supporting Finance, FP&A, or CFO-office initiatives
• Strong understanding of financial planning & analysis concepts budgeting, forecasting, variance analysis, and plan types
• Experience translating financial/business KPIs into technical or reporting requirements
• Excellent stakeholder management skills; comfortable interfacing directly with senior finance leaders
• Strong documentation skills can produce clean, unambiguous requirements docs
• Experience working on POCs or pilot initiatives is a plus
• Familiarity with planning tools (Anaplan, IBM TM1, Hyperion, OneStream, or similar) is a plus
• Excellent communication skills able to synthesize input from multiple stakeholders into a coherent requirement set