Accounting, Analysis Skills, Artificial Intelligence (AI), Automation Systems, Budget Management, Budget Reporting, Business Analysis, Continuous Improvement, Corporate Finance, Data Quality, Documentation, Executive Assistant Skills , Finance, Finance Software, Financial Analysis, Financial Modeling, Financial Planning, Financial Planning and Analysis (FP&A), Flash Reporting, Forecasting, Organizational Skills, Performance Metrics, Power BI, Process Improvement, Quality Management, Scalable System Development, Source Code/Configuration Management (SCM), Standards Development, Time Management
Location: near one of our Fortifi office locations, preferably Cleveland, Chicago, or Atlanta. Hybrid work arrangement w/ minimum 3 days in-office.
Responsibilities
Consolidated Reporting
- Support the preparation, coordination, and continuous improvement of Fortifi’s consolidated reporting processes, including:
- Monthly Flash reporting
- Monthly MBR / MDA materials
- Quarterly Board reporting and forecast packages
- Annual Operating Plan (Budget) consolidation
- Coordinate timelines, inputs, and deliverables across business units and functions
- Prepare accurate, timely, and well-organized consolidated reporting outputs
- Improve consistency in format, definitions, and presentation across reporting materials
- Drive process efficiencies through use of financial software, automation, and AI tools
Forecasting & Planning
- Maintain quarterly and annual assumption-based forecast models
- Support standardization and enhancements of enterprise-wide forecasting methodologies, templates, and workflows
- Integrate forecast models into planning tools to drive consistent, repeatable processes
- Support development and long-term maintenance of a monthly rolling 12-month forecast
- Improve forecasting documentation, version control, and process discipline across planning cycles
Analytics & KPI Consistency
- Support greater consistency in enterprise-wide financial analysis by helping to define and enforce standard KPI definitions across business units
- Leverage available software & AI tools to improve speed, consistency, and depth of analysis
- Reinforce consistent application of core analytical frameworks to drive clearer, more standardized evaluation of divisional and business unit performance
Process Execution & Continuous Improvement
- Own recurring FP&A deliverables and drive reliable execution of core processes
- Partner with Corporate FP&A team members to embed software tools into FP&A processes
- Contribute to ongoing improvement of data quality, reporting discipline, process scalability, and overall FP&A operating effectiveness
Qualifications
- BS/BA in Finance, Accounting, or related field required
- 5–8+ years of experience in FP&A, corporate finance, or related finance roles
- Experience supporting consolidated reporting, budgeting, and forecasting processes
- Experience in a multi-entity, global, or private equity-backed environment preferred
- Experience supporting recurring executive reporting processes such as monthly business reviews, forecast updates, and annual planning cycles
- Strong financial modeling and analytical skills
- Experience with financial planning tools such as Workday Adaptive and PowerBI and advanced Excel skills
- Experience with reporting and visualization tools such as Power BI
- Comfort leveraging software tools, automation, and AI to drive process efficiency & quality
Role Context
This role is intended to strengthen Fortifi’s FP&A operating model by supporting execution, consistency, and continuous improvement across core finance processes. In combination with other corporate FP&A team members, this position helps build a more scalable FP&A function by pairing process ownership with improved software and data capabilities.