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 Orgill's 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: Bachelor's degree in finance, Accounting, or a related field; a Master's
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.
