ABOUT THE COMPANY

Our client is a well‑established, financially stable organization with a diverse portfolio of service and operations-based business lines. With a multi‑entity structure, consistent revenue streams, and long-term organizational continuity, the company offers FP&A professionals the opportunity to partner with leadership in a complex, evolving environment with substantial analytical and strategic depth.

The organization is undergoing continued modernization of systems, processes, and financial visibility—ideal for an FP&A leader who enjoys building scalable frameworks and partnering across multiple departments.

KEY RESPONSIBILITIES

Financial Planning & Forecasting

• Lead the annual budgeting cycle, quarterly reforecasting, and long‑range planning process.
• Partner with department leaders to gather inputs, validate assumptions, and ensure alignment with operational priorities.
• Build and refine scenario models and sensitivity analyses for strategic and risk‑based discussions.
  
  

Financial Analysis & Reporting

• Produce monthly and quarterly FP&A reporting packages, including variance analysis and key financial insights.
• Develop financial models supporting pricing strategy, capital planning, growth initiatives, and operational efficiency.
• Translate complex financial results into clear, actionable insights for both finance and non‑finance leaders.
  
  

Business Partnering

• Serve as a primary finance partner to department directors and managers.
• Facilitate monthly budget vs. actual reviews and highlight risks, opportunities, and required decisions.
• Support the development of business cases, investment proposals, and operational analyses.
  
  

Systems & Continuous Improvement

• Support enhancements to reporting systems, ERP tools, and planning processes.
• Improve data integrity, automation, and reporting consistency across the organization.
• Assist with ERP/reporting optimization (NetSuite, Abila, Analytics Warehouse).
  
  

Additional Duties

• Prepare leadership and board‑level reporting as needed.
• Support audits and ensure financial outputs align with GAAP.
  
  

QUALIFICATIONS

Required

• Bachelor’s degree in Finance, Accounting, Economics, or related discipline.
• 3-5 years of progressive experience in FP&A, budgeting, forecasting, and financial modeling.
• Strong analytical skills with the ability to interpret financial trends and operational drivers.
• Demonstrated ability to manage multiple priorities in a complex organizational structure.
  
  

Preferred

• Experience in multi‑division or multi‑entity environments.
• Exposure to NetSuite or similar ERP/reporting platforms.
• Ability to build strong relationships across operational and administrative functions.

WHY THIS ROLE IS ATTRACTIVE

• Stable, long‑standing organization with diverse revenue lines.
• High visibility to senior leadership and strategic decision‑making forums.
• Complex, multi‑unit environment that offers meaningful analytical depth.
• Opportunity to influence FP&A infrastructure, process improvement, and planning maturity.
• Strong platform for future growth into senior finance leadership.