Bachelor's degree in related discipline or equivalent work experience
4+ years in Financial Planning & Analysis
Experience with budgeting, forecasting, and management reporting
Familiarity with automation tools and technologies
Professional accounting qualification (ACA/ACCA/CIMA/CPA) or equivalent
Responsibilities
Lead financial planning, budgeting, and forecasting processes
Enhance performance management by linking strategy to execution
Collaborate with cross-functional teams for financial analysis
Maintain financial models and detailed forecasts
Prepare and present financial reports for executive leadership
Identify financial risks and develop mitigation strategies
Monitor industry trends and assess financial implications
Benefits
Rich medical and prescription plans
Paid holidays and flexible paid time off
401K/401K Roth with safe harbor matching
Company-paid life and disability insurance
Company-paid mental health support and wellness services
Performance-based bonuses
Full training support including materials and exams
Full Job Description
Description
Job Summary:
The Lead FP&A role is responsible for driving the organization's short- and long-term financial planning, budgeting, and forecasting processes while ensuring strong alignment between corporate strategy and operational execution. This position develops and maintains advanced financial and analytical models, conducts in-depth variance and profitability analyses, and evaluates capital allocation, investment opportunities, and overall financial health. The Lead FP&A professional provides strategic insights through comprehensive financial reporting, risk assessment, and performance analysis, supporting executive-level decision-making.
Requirements
Responsibilities:
FP&A
Lead the organization's short- and long-term financial planning, budgeting, and forecasting processes.
Enhance the finance department's ability to manage performance by linking corporate strategy to execution.
Collaborate with cross-functional teams to gather relevant information for financial analysis.
Create, update, and maintain financial models and detailed forecasts, measuring potential impacts on financial growth.
Develop and maintain analytical models to forecast company performance, supporting budgeting, forecasting, and strategic planning.
Prepare ad-hoc financial analyses and reports as needed to support decision-making.
Compare historical results against budgets and forecasts and perform variance analysis, explaining performance drivers and recommending improvements.
Collect, analyze, and interpret financial data to support business decisions, leveraging statistical techniques where applicable.
Gauge the organization's financial health using key financial ratios (e.g., debt-to-equity, profitability metrics, variance reports, and financial statements).
Determine which products or product lines generate the largest portions of profit through profitability and margin analysis.
Perform financial analysis on cash flow, operating results, and business plans to determine rates of return and capital/cash flow requirements.
Perform variance and root-cause analysis.
Prepare and analyze financial statements, including income statements, balance sheets, and cash flow statements.
Continuously improve financial processes and systems to enhance efficiency and accuracy.
Evaluate whether current assets and investments represent the optimal use of capital.
Evaluate investment opportunities, mergers, and acquisitions, assessing financial feasibility and providing recommendations.
Identify financial risks and develop strategies to mitigate them.
Prepare internal financial reports and insights for executive leadership.
Present financial findings to stakeholders, including management and investors.
Monitor industry trends, competitor performance, and macroeconomic conditions to assess potential impacts on financial position.
Ensure compliance with relevant financial regulations and reporting standards.
Serves as the first escalation point for both internal team members and engage upper management when necessary.
Team Lead
Serves as team lead for the Financial Analyst teamP&A team resources and processes.
Acts as the strategic and tactic point of contact for the FP&A function, handling requests and escalations.
Assists analysts by providing daily work direction and/or task management to other FP&A resources.
Provides coaching and training to other FP&A resources to build overall team skillset and performance.
Analyzes and collects data and provides feedback to management on process improvements and areas of concern and assist in the execution of enhancements.
Experience
Knowledge, Skills, and Abilities:
Strong oral and written communication skills
Effective time management and multi-tasking skills
Maintains the ability to stay organized and be detail-oriented
Demonstrates a passion for solving problems or helping others and take the initiative in driving continuous improvement/execution excellence
Demonstrates ability to adapt to stakeholders financial understanding and needs to build strong relationships in the budgeting and forecasting processes.
Exceptional organizational skills, including the ability to self-manage and multi-task effectively and accurately in a fast-paced and dynamic environment
Deep understanding of financial planning, budgeting, forecasting, and corporate finance principles
Strong knowledge of financial statements, GAAP, key financial ratios, and financial performance metrics
Familiarity with regulatory financial reporting standards and compliance requirements
Demonstrates ability to analyze data and make informed decisions
Strong presentation skills both in-person and virtually using Microsoft Teams
Demonstrates ability to motivate, build trust, mediate conflict, and maintain fairness within a team
Deep understanding of team processes, tools, and deliverables
Knowledge of performance management and coaching methods
Experience:
Bachelor's degree in related discipline or equivalence of professional work
4+ years of relevant experience in Financial Planning & Analysis
Experience of FP&A including budgeting, forecasting and management reporting in an growing, multi-national business
Experience of automation and use of appropriate tools
Experience in manager or at minimum. leading/directing others in day-to-day tasks.
Certificates, Licenses, Registrations:
ACA/ACCA/CIMA/CPA or equivalent professional accounting qualification
Compensation Package
ITS offers a full benefits package, including:
Rich Medical and prescription plans
Dental & Vision
Paid Holidays and Flexible Paid Time Off
401K/401K Roth with Safe Harbor matching
Stock Appreciation Rights
Company-paid life insurance, long-term and short-term disability insurance
Company-paid mental health support & financial wellness services
